Re: Upcoming End‑User Training for the CSU Expense Management Optimization Project
As part of the CSU Expense Management Optimization project, end‑user training will be available to support travelers, ProCard holders, and their delegates to become familiar with the optimized Concur platform. During these sessions, users will learn about key changes, new functionality, and updated processes that will be available in Concur at go-live in March.
What To Expect
Participants will receive an overview of the optimized Concur platform, including:
- New and enhanced functionality for requests, expense reimbursement, and card management
- How to reconcile ProCard transactions in Concur
- How to complete hospitality justification forms in Concur
- Guidance on allocating expenses across multiple business units, including auxiliaries
The sessions are split into two separate focus areas based on the target audience.
- Expense: For travelers, non-travelers, and their delegates who submit expense reimbursement in Concur, use a university-issued travel or create hospitality justification forms
- ProCard: For cardholders and their delegates who use a university-issued ProCard
Training Schedule
A series of live, instructor‑led webinars will be offered for the two focus areas, Expense and ProCard.
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End User Training – Expense
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Select the option that works best for you:
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End User Training – ProCard
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Select the option that works best for you:
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For questions, please contact David Chelliah, chelliah@sfsu.edu or Jenifer Barnett, jenifer.barnett@sonoma.edu