The CSU Expense Management Optimization project will bring all universities and auxiliaries using CFS onto one single, unified Concur platform for travel and expense management. This systemwide transition will streamline processes, enhance the user experience, and standardize policies. This effort also supports the CSU Strategic Plan’s emphasis on operational effectiveness and shared services across the system.
Once implemented in April 2026, the project will improve travel and expense processes for all travelers and non-travelers who submit or approve card requests, hospitality justification forms, expense reimbursements, or universal card reconciliation.
Project Benefits
- Simplified workflows and reduced administrative effort for faster reimbursements
- Systemwide insights to support better spending decisions and identify savings
- Strengthened controls for improved audit protection and compliance
Overview of Changes in Concur
- Transition into the Chancellor’s Office supported Concur single instance
- Request new credit cards (Corporate Card) or updates to existing cards directly in Concur
- Complete the Hospitality Justification Form in Concur for purchases paid outside the requisition
On-Boarding Timeline
- February 25, 2026 – February 27, 2027: End-to-End Testing by Accounts Payable/Travel and Procurement teams
- March 23, 2026 – April 17, 2026: End User Training
- April 6, 2026: Go Live
- April 6, 2026 – April 17, 2026: Hyper Care
More information will be shared in the coming months to help our university prepare for the transition. Please refer to this webpage for regular updates. For university-specific questions, please reach out to your Travel/Accounts Payable or Procurement teams.
Thank you for your support as we work towards implementing the optimized Concur single instance across the CSU system.
For additional information, please contact Kerri Helfrick, CSU Project Manager, khelfrick@calstate.edu, our campus Travel and Expense Advisory representative, by emailing travel@csusb.edu, or our campus Corporate Card representative, by emailing corporatecard@csusb.edu.