Accounts Payable & Travel Presented By Sarah David & Sarah Hansen

Concur Update Replace the outdated and unsupported Paper Travel Claims expense process with Concur Travel – a modern, user-friendly, and scalable solution delivered by Concur Expense & Travel. Rollout Key Points 1. Utilize a hybrid phased rollout. Onboard select divisions in rolling waves, generally every month. 2. Provide super-user training to individuals from wide range of divisions in Sept 2018 and ongoing. 3. Provide transition training starting in Sept 2018 and continuing through release, supplemented with Online resources. 4. Ensure sufficient help desk support during rollout. 5. After initial divisions are operational and stable, rollout to remaining balance of campus in January 2019 Plan to retire Paper Travel Claims at the end of 2019.

Concur Rollout Plan Sept-Dec 2018 (tentative) Group 1: Athletics /ABA Financial & Support Services Group 2: President’s Office and Provost Office Group 3: IRT Group 4: Human Resources Group 5: Public Safety, Student Health Center, Facilities, & Budget Group 6: Student Affairs Group 7: Advancement Group 8: Enrollment and Student Services January - June Phase 2 (tentative) Group 1: CCE Group 2: College of Business Admin Group 3: College of Arts and Letters Group 4: College of Education Group 5: College of Engineering and Computer Science Group 6: College of Natural Sciences and Mathematics Group 7: College of Social Science and Interdisciplinary Studies Group 8: College of Human and Health Services Group 9: Office of Graduate Studies Group 10: Office of Undergraduate Studies Group 11: University Library

Concur Update Christopherson Business Travel (CBT)- Use only with Concur Continue to use normal booking process Future Preferred Airlines & Hotel Chains United, Delta, American, & Southwest Hilton & Marriott

Coming Soon New Travel email sacstatetravel@csus.edu Individual University-paid Concur Travel Cards. All Faculty & Staff who travel will need to request a card Benefit = No Out-of-Pocket Expenses New Travel email sacstatetravel@csus.edu Let your staff know what is coming!

CSU is prohibited from approving state-funded or state-sponsored travel Effective June 22, 2018, the bill added Oklahoma to the prohibited state list. Oklahoma will be the 9th state where state-funded or state-sponsored travel is prohibited. Other states under the travel restrictions: Alabama Kansas Kentucky Mississippi North Carolina South Dakota Tennessee Texas

Exceptions to the new travel prohibitions may be granted for the following purposes: Enforcement of California law, including auditing and revenue collection Litigation To meet contractual obligations incurred before January 1, 2017. To comply with requests by the federal government to appear before committees To participate in meetings or training required by a grant or required to maintain grant funding To complete job-required training necessary to maintain licensure or similar standards required for holding a position, in the event that comparable training cannot be obtained in California or a different state not subject to the travel prohibition For the protection of public health, welfare, or safety, as determined by the CSU or other state agencies

Questions? aba-fins-ap-travel@csus.edu