Concur Optimization

Concur Optimization Project is a CO strategic initiative that will enhance the Travel & Expense user experience, expand services to universities, unify policies across the system, and enable seamless onboarding of remaining universities leveraging CFS to the CSU Concur Single Instance.

CSUMB implemented Concur in April 2025 and continues to enhance the system as part of the CSU Expense Management Optimization initiative.

What’s New: Concur Optimization

Beginning March 11, 2026, CSUMB will transition to the Optimized Concur platform as part of a CSU-wide initiative to move all campuses and participating auxiliaries to a single, shared system.

With this transition, these tasks will all be managed directly within Concur:

Travel requests and bookings
Expense reimbursements
Travel Card requests
ProCard requests and reconciliations
Hospitality justifications
Approval workflow

This enhancement creates a more consistent experience across CSU campuses, improves efficiency, strengthens compliance, and increases visibility into spending.

What You Can Do in Concur

In Concur, you can:

Submit and track travel requests
Book airfare, hotel, and rental cars
Submit expense reports and request reimbursement
Request Travel Cards and ProCards
Reconcile ProCard transactions
Submit hospitality justifications
Monitor approval status in real time

Concur provides built-in policy guidance and automated workflows to help ensure accuracy and timely processing.

Policies, Resources & Training

Information about Policies, Resources & Training

Policies and Procedures

For campus policies and procedural guidance outside of the Concur system, please visit:

Otter Travel

ProCard Services

Hospitality

Concur Training Resources

The Concur Optimization training guides can be found in the CSU Resources Page in the CSYOU webpage. The Resource page is organized into four key sections: Request, Travel, Expense/Procards, Approvers

Concur Training Sessions

Live Training Sessions are Instructor-led virtual sessions focused on Expense and ProCard. See below for the upcoming sessions.

a. End User Training - Expense	Select the option that works best for you
Request - Card Services, Hospitality Justification Form, Local Mileage, Travel Allowance Update Expense - New Report Types, Configuration Updates	Tues, Mar 10, 10:00 a.m.– 11:00 a.m. Registration Link Weds, Mar 11,10:00 a.m. –11:00 a.m. Registration Link
b. End User Training - ProCard	Select the option that works best for you
Request - Card Services, Hospitality Justification Form Expense - ProCard Reconciliation	Tues, Mar 17, 10:00a.m. – 11:00 a.m. Registration Link Thurs, Mar 26, 1:00 p.m. – 2:00 p.m. Registration Link Thurs, Apr 16, 1:00 p.m. – 2:00 p.m. Registration Link Tues, Apr 28, 11:00 a.m. – 12:00 p.m. Registration Link

a. End User Training - Expense

Select the option that works best for you

Request - Card Services, Hospitality Justification Form, Local Mileage, Travel Allowance Update

Expense - New Report Types, Configuration Updates

Tues, Mar 10, 10:00 a.m.– 11:00 a.m. Registration Link
Weds, Mar 11,10:00 a.m. –11:00 a.m. Registration Link

b. End User Training - ProCard

Select the option that works best for you

Request - Card Services, Hospitality Justification Form

Expense - ProCard Reconciliation

Tues, Mar 17, 10:00a.m. – 11:00 a.m. Registration Link

Thurs, Mar 26, 1:00 p.m. – 2:00 p.m. Registration Link

Thurs, Apr 16, 1:00 p.m. – 2:00 p.m. Registration Link
Tues, Apr 28, 11:00 a.m. – 12:00 p.m. Registration Link

Questions? We're Here to Help!

We're here to answer any questions you may have about Concur, Travel, Pro Card, Hospitality and Personal Expense reimbursements.

Travel & ProCard

Travel's Office Hours: 7:30 a.m. - 4:30 p.m. ProCard's Office Hours: 8 a.m. - 5:00 p.m.

Carrie Minard

Travel

Calista Gasbarri

Procurement

Concur Optimization

What’s New: Concur Optimization

Policies, Resources & Training

Questions? We're Here to Help!

Travel & ProCard

Carrie Minard

Calista Gasbarri

Contact information

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Concur Optimization

What’s New: Concur Optimization

Policies, Resources & Training

Questions? We're Here to Help!

Travel & ProCard

Carrie Minard

Calista Gasbarri

Concur Schedule

Thanks for helping us improve csumb.edu. Spot a broken link, typo, or didn't find something where you expected to? Let us know. We'll use your feedback to improve this page, and the site overall.