All travelers and approvers are required to know and understand the University Travel Guidelines (see YSU Travel Information below). Any travel not in compliance with University guidelines may not be reimbursed. All travel must be processed through Concur.
In order to be reimbursed for travel expenses you must:
- Ask permission to travel. Complete and have the Request approved in Concur.
- Book your travel through Christopherson (required for domestic and international travel) either through the Concur booking tool or YSU Travel Agent, Tracey Innocent, direct at x2391.
- Complete and submit your Expense Report through Concur within 30 days of the last date of travel.
Any travel questions can be sent to email@example.com.
For questions regarding reservations: email or call Tracey at firstname.lastname@example.org or x2391.
Emergency After Hours Assistance:
Contact Concur Support for questions about your Request and Expense Reports by clicking on the Support button at the top right of the Concur Screen.
To access Concur Training videos and guides, click on the Help drop-down menu at the top right of the Concur Screen.
Concur Training: See the Procurement Training web page
|Issue 1** Setting Up Profile and Expense Delegates||Issue 2* Travel Cards, Cash Advances|
|Issue 3* Request, Booking, Expense Reports||Issue 4* Correct Itinerary|
|Issue 5* Adding Request to an Expense Report||Issue 6* Per Diem Meals|
|Issue 7* Payment Type Options and When to File a Report||Issue 8* Insurance Purposes Only (IPO) Requests|
|Issue 9* Travel Card|
|Quick Guides||YSU Tailored Guides|
|Concur Quick Reference Guide**||YSU Travelers Guide*|
|Concur Quick Start Guide for Request**||YSU Approvers Guide*|
|Concur Quick Start Guide for Travel and Expense**||Guide for Entering Mileage Reports in Concur*|
|Running Reports in Concur*|
|3-05 Board of Trustees Policy on Travel see Budget and Finance Polices web page||8-07 Student Travel Policy see Student Affairs web page|
|Car Rental Procedures and Requirements for Vehicle Rentals||Travel Guidelines*|
|Sales Tax Reciprocal Agreements and Forms by State||Travel Guidelines Training - Power Point 2014**|
The following travel forms can be found on the Procurement Forms webpage under Travel:
Application: PCard and Travel Card
Car Rental vs Mileage Reimbursement Calculator
Cash Advance Deposit Form
Concur Authorization Form - Faculty/Staff
Concur Authorization Form - Student
Student Authorization to Travel Form
Student Emergency Medical Treatment Form
Student Travel Checklist
Student Waiver and Assumption of Risk Form
Travel Guidelines Exception Form