to sign in to concur: go to csusb.edu and then to mycoyote. on the single sign on page, type in your...
TRANSCRIPT
To sign in to Concur: Go to csusb.edu and then to 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! To begin a Travel Request, click on Requests as shown below:
Click on New Request
Input your travel information on the Request Header.Each required text box is noted by the red on the left of the box.
Use the down arrows and the calendar when available on each box.
Request your 80% cash advance here. Please deduct the cost of any prepaid items from your cash advance amount.
When entering a chart field string, please begin typing and click on the appropriate fund, department, program, and project (which will generally be “None”).
Click on the small blue Segments or Expenses tab, as shown belowto enter your estimated expenses for your trip.
Use Segments for Hotel, Air, Rental Car & Taxi expense estimates. Use expenses for all others.
Entering Expenses
Click on New Expense or click on an expense typeto access the next page and enter your estimated
travel expense.
When entering your estimated expenses be sure to save after each entry as noted below. When all estimated expenses have been entered you will see a summary on the left side and the total amount requested. You are now ready to submit your request!
Click the orange Submit Request button and you will receive confirmation your request was successfully submitted! The approver will get an email alerting them that the request is waiting for their approval.
Travel Approval will self populate with your travel approver and CANNOT be changed. If this is not correct contact Cindy Levin.
Budget approval is an optional step in the workflow. If your request needs a budget approver, enter an * and the name of a budget approver will appear, you can then choose your approver. (It can be the same as the travel approver.) You can also click the red X to remove this step from the workflow.
The VP will only be notified for approval when your request has a hotel that is over $195/night OR it is International. If the VP (or a Dean) need to be in your workflow for another reason, please use the blue + to add an approver AFTER the Budget Approver box.
For Accounts Payable use only.
If further information or assistance is needed, please do not hesitate to contact Cindy Levin, Accounts Payable at 909-537-3244 or [email protected].
THANK YOU!