Create a Mileage Travel Request For College of Education – Teacher Supervisor An approved travel request should be completed before travel begins. Please follow the attached slides to create and submit a travel request.

To sign in to Concur: Go to csusb.edu and click on mycoyote. On the single sign on page, type in your mycoyote ID and password, enter and then click on the Concur Icon as shown below:

Successful Log On to the Concur Landing page Successful Log On to the Concur Landing page! To begin a Travel Request, click on Requests as shown below: This page is your home page Go over all information on this page

Click on New Request

Input your travel information on the Request Header Input your travel information on the Request Header. Below is an example of what should go in each required text box. Use the down arrows and click on your choice from the list to accept and use the calendar when available. For Trip Name: Enter the month and year of the expected mileage and either Multiple/Single or Spec Ed. For Mileage only monthly requests, the start and end date can be the same such as Jan 1, 2017 to Jan 1, 2017. This indicates to Concur the correct approval workflow and does not affect the expense report entries. Please choose “State Request Policy” and “Multiple Locations (Mileage Only), California” For the department code, please type in C0761 for Multiple or Single Subject and C0711 for Special Education. When the code appears you must click on it.

Click on the small blue Expenses tab, as shown below to enter your mileage estimate for the month on the next page. This page is your home page Go over all information on this page

Click on New Expense or click on Mileage Entering Expenses Click on New Expense or click on Mileage to access the next page and enter your estimated mileage for the entire month.

. When your estimate for your monthly mileage has been entered, click on save at the bottom of the page and you are now ready to submit your request!

You can now click the orange SUBMIT REQUEST button and you will see the approval flow. Verify the approver information is correct and hit submit again. You will receive confirmation that your request was successfully submitted! The approver will get an email alerting them that the request is waiting for their approval. Workflow Confirm the travel approver is correct and click on the red X to remove the budget approver and click submit again.

Copy a Request You can easily copy a request multiple times for monthly mileage. Go to active requests and find a request you would like to copy. Put your cursor in the box to the left of the request as shown in red below, then click on Copy Request. After clicking on Copy Request, you will be asked to enter a new name for the new request, delete “Copy of” and change the month. Then scroll down to the calendar and enter the starting date for the request. Click okay and the new request will appear and you can change the mileage for the particular month if needed OR you can simply click submit request if no adjustments are needed.

If further information or assistance is needed, please do not hesitate to contact Cindy Levin, Accounts Payable at 909-537-3244. You can also contact Lola Cromwell for Special Education at 909-537-7422, Stephanie Martinez or Liz Arvizu for Multiple/Single Subject at 909-537-7405 or 909-537-7408. July 2017