Travel Expense Report

A Travel Expense Report will be required if the traveler goes on a University business trip. You must identify all travel expenses that were incurred throughout the trip.

Travelers may request reimbursement for costs incurred before the actual dates of any approved travel by submitting a completed travel expense report, including supporting documentation. You will follow this process below regardless of when the purchases took place.

These instructions will cover how to create and/or edit a Travel Expense Report.

Click on any of the links below to skip ahead to that section. 

Table of Contents:

If you need assistance with logging into Concur, please go to Logging into Concur.

Creating Expense Report through Active Request

Recommended method if you have an approved Travel Request in Concur.

Step 1: If you have an approved Travel Request in Concur, click on the Requests tab. 

Select the requests tab

Step 1a: Under Manage Requests, click on request that you want to create an Expense Report for.

Select the travel request to create an expense report

Step 1b: To create an Expense Report for your Travel Request, click on the Create Expense Report button.

Select the Create Expense Report button

For assistance with filling out your Report Header, go to Report Header .

back to top

Creating Expense Report from Scratch

Recommended method if you have an approved paper Travel Request.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard. 

Click on Expense tab. 

Select the Expense tab

Step 1b: Click on Create New Report.

This step will create the Expense Report first, and then allow you to choose which expense(s) to add.

Select Create New Request

For assistance with filling out your Report Header, go to Report Header (UI Upgrade).

back to top

Edit an Expense Report

Recommended if you already created an Expense Report and would like to make changes before submitting.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard.

Click on Expense tab. 

Select the Expense tab

Step 1b: If you have already created an Expense Report, select on the Expense Report you would like to edit.

Select the expense to edit

For assistance with submitting an Expense Report, proceed to Submitting an Expense Report.

back to top

Report Header

Please click on Report Header (UI Upgrade) for instructions on how to complete your Report Header.

Adding Expenses

Please click on any of the following links for instructions on how to add the following common expenses:

Travel Expense Report Checklist

If you would like to use a checklist, click on the Travel Expense Report Checklist.

Need more help?

Contact Concur Support at [email protected] or at 657-278-3600.