Reimbursement

The Employee Expense-Non Travel or Reimbursement Request in Concur is used for payments made directly to an employee when a purchase order is not required per CSU Policy guidelines for Contracting & Procurement. The preferred method of payment for these types of transactions is the use of a University issued Procurement card (Procard). The University does not like for employees to be out-of-pocket for two or more weeks waiting to be reimbursed. Use of the Procard is a true cost savings for the University.

Note: Due to tax reporting, individuals may not pay for services and in return seek reimbursement for those services from the University.

Requirements

Approval from department approving official (DOA360) to update approving officials use the CFS Finance System Access (CARS) Request form.

Note: All requests must have the following attached before payment will be rendered:

• Invoice or itemized receipts showing the details of what was purchased and that payment has been made
• Proof of payment is required such as a cancelled check, bank statement, or credit card statement (please redact confidential personal data)

Resources and Training

The Chancellor's Office will post all training materials once available on the Concur Optimization Resourses Page.

Authorized Reimbursements

Concur has been optimized to house many new expense types to also include ProCard purchase categories, but not all are allowed expense types. Please reference the table below for all allowable reimbursement types.