Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 1 of 12
Naming Convention These instructions cover how to name the Report / Trip Name on the Concur Travel Request and Expense Report.
Table of Contents Naming Convention Summary................................................................................................................ 1
Accessing Concur through CSUF Portal .................................................................................................. 3
Creating a Travel Request....................................................................................................................... 4
Naming a Travel Request (One‐Time Travel) ..................................................................................... 5
Naming a Blanket Travel Request ...................................................................................................... 6
Creating an Expense Report ................................................................................................................... 7
Naming a Travel Expense Report ....................................................................................................... 8
Naming a P‐Card Travel Expense Report ............................................................................................ 9
Naming a Blanket Travel Expense Report ........................................................................................ 10
Naming a P‐Card Goods and Services Expense Report .................................................................... 11
Accessing a List of Naming Conventions in Concur .............................................................................. 12
Naming Convention Summary Naming Convention
Travel Request / Expense
Report
[Month] [Year] [Destination]
Month and Year for the travel date and the trip Destination
Example:
SEP 2017 San Diego, CA
NOTE: This includes expenses paid by your P‐Card, Cash Posting Order for registration fee, University check for
registration fee, personal credit card, cash, etc.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 2 of 12
Naming Convention
P‐Card Travel Expense
Report
P‐Card Travel [Month] [Year]
Month and Year for the P‐Card billing cycle dates
Example:
P‐Card Travel SEP 2017
NOTE: This is only if travel expenses are paid on your p‐card for other travelers.
Travel Request ‐ Blanket
Blanket Travel FY [Year]‐[Year]
Example:
Blanket Travel FY 2017‐2018
Expense Report ‐ Blanket
Blanket Travel [Month] [Year]
Example:
Blanket Travel SEP 2017
NOTE: The Concur Expense Report (Blanket Travel) must be submitted on a monthly basis and only for the travel
dates for that month. Select Blanket Travel (Mileage, Parking, Tolls) for the “Report/Trip Purpose” on the Concur
Expense Report (Blanket Travel) and the Travel Request (Blanket Travel).
P‐Cards Goods / Services
Expense Report
[Month] [Year] P‐Card
Example:
OCT 2017 P‐Card
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 3 of 12
Accessing Concur through CSUF Portal Processing Steps Screen Shots
Step 1:
Log into the CSUF portal.
Step 2:
Under More Apps, click on
Concur.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 4 of 12
Creating a Travel Request Processing Steps Screen Shots
Step 1:
Click on the Requests tab to
view your active travel
requests. If you already have one
created, you’ll see it under
Active Requests. If not,
proceed to step 2.
Step 2:
Then, click on New Request.
Once you create a request,
proceed to one of the
following:
Naming a Travel Request
(One‐Time Travel)
Naming a Blanket Travel
Request
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 5 of 12
Naming a Travel Request (One‐Time Travel) Processing Steps Screen Shots
Step 1:
Under the Request/Trip
Name box, type in the
correct naming convention
that corresponds to your
Travel Request.
Naming Convention:
[Month] [Year] [Destination]
Example: NOV 2017 San
Diego, CA
Step 2:
Once you have filled out the
Request/Trip Name, begin
filling out the rest of the
fields in the Request Header
and complete your Travel
Request.
Note:
Please see the Travel
Request Quick Guide for
further instruction on how
to complete a Travel
Request.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 6 of 12
Naming a Blanket Travel Request Processing Steps Screen Shots
Step 1:
Under the Request/Trip
Name box, type in the
correct naming convention
that corresponds to your
Blanket Travel Request.
Naming Convention:
Blanket Travel FY [Year] –
[Year]
Example: Blanket Travel FY
2017‐2018
Step 2:
Once you have filled out the
Request/Trip Name, begin
filling out the rest of the
fields in the Request Header
and complete your Blanket
Travel Request.
Note:
Please see the Blanket
Travel Request Quick Guide
for further instruction on
how to complete a Blanket
Travel Request.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 7 of 12
Creating an Expense Report Processing Steps Screen Shots
Step 1:
Click on the Expense tab to
see your available expense
reports.
If you already have one
created, you’ll see it under
Active Reports. If not,
proceed to step 2.
Step 2:
Then, click on Create New
Report.
Once you create a report,
proceed to one of the
following:
Naming a Travel
Expense Report
Naming a P‐Card Travel
Expense Report
Naming a Blanket Travel
Expense Report
Naming a P‐Card Goods
and Services Expense
Report
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 8 of 12
Naming a Travel Expense Report Processing Steps Screen Shots
Step 1:
Under the Report/Trip
Name box, type in the
correct naming convention
that corresponds to your
Travel Expense report.
Naming Convention:
[Month] [Year] [Destination]
Example: NOV 2017 San
Diego, CA
Step 2:
Once you have filled out the
Report/Trip Name, begin
filling out the rest of the
fields in the Report Header
and complete your Travel
Expense report.
Make sure to attach the
approved paper Travel
Request and TR document
number.
Note:
Please see the Travel
Expense Report Quick Guide
for further instruction on
how to complete a Travel
Expense Report.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 9 of 12
Naming a P‐Card Travel Expense Report Processing Steps Screen Shots
Step 1:
Under the Report/Trip
Name box, type in the
correct naming convention
that corresponds to your P‐
Card Travel Expense report.
Naming Convention: P‐Card
Travel [Month] [Year]
Example: P‐Card Travel SEP
2017
Step 2:
Once you have filled out the
Report/Trip Name, begin
filling out the rest of the
fields in the Report Header
and complete your P‐Card
Travel Expense report.
Note:
Please see the P‐Card Paid
for / by Others Quick Guide
for further instruction on
how to complete a P‐Card
Travel Expense Report.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 10 of 12
Naming a Blanket Travel Expense Report Processing Steps Screen Shots
Step 1:
Under the Report/Trip
Name box, type in the
correct naming convention
that corresponds to your
Blanket Travel Expense
report.
Naming Convention:
Blanket Travel [Month]
[Year]
Example: Blanket Travel SEP
2017
Step 2:
Once you have filled out the
Report/Trip Name, begin
filling out the rest of the
fields in the Report Header
and complete your Blanket
Travel Expense report.
Note:
Please see the Blanket
Travel Expense Report
Quick Guide for further
instruction on how to
complete a Blanket Travel
Expense Report.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 11 of 12
Naming a P‐Card Goods and Services Expense Report Processing Steps Screen Shots
Step 1:
Under the Report Name
box, type in the correct
naming convention that
corresponds to your P‐Card
Goods and Services Expense
report.
Naming Convention:
[Month] [Year] P‐Card
Example: OCT 2017 P‐Card
Step 2:
Once you have filled out the
Report Name, begin filling
out the rest of the fields in
the Report Header and
complete your P‐Card
Goods and Services Expense
report.
Note:
Please see the P‐Card
Expense Report Quick Guide
for further instruction on
how to complete a P‐Card
Expense Report.
Division of Administration and Finance
Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599
Concur ● [email protected] ● 657‐278‐7777
V.1 Page 12 of 12
Accessing a List of Naming Conventions in Concur Processing Steps Screen Shots
Step 1:
Go to the Concur
Homepage by clicking on
the Concur icon at the top
left of any page.
Step 2:
Under Company Notes,
click Read More to view a
full list of helpful
information, including
naming conventions.
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