Travel Services – CT&E Travel Tips
April 2, 2014
Issue 1
Reminder – paper TER’s can no longer be accepted by Travel Services for
processing. All travel reimbursements must be processed through the Concur
Travel and Expense (CT&E) system on-line. Please review the updated Travel
Guidelines under YSU Travel Information for important changes related to
booking travel and Request and Expense reporting.
In Concur:
Make sure you set up your profile. (Even if you have a delegate, there are a few things a delegate
cannot do on your profile):


Setup your YSU Travel Card or personal credit card in your profile if you will be making
reservations. You can set-up more than 1.
Make sure Government Rate is checked under Travel Preferences so that the WSCA rates that
YSU is eligible for appear in your reservation options. Also check any other program rates you
are eligible for such as AAA/CAA, Military, or Senior/AARP.
If you are setting up a delegate or travel assistant, make sure you check the boxes to assign permissions
to that person. ( see below on how to set up a delegate to review reports for the approver)
If you have trouble with the mileage calculator popping up, disable pop-up blockers on your browser
and clear your cache - for example on Firefox by going to Options-advanced-network and clear cached
web content.
Travel Services – CT&E Travel Tips
NEW - The Approver now has the ability to give the Delegate access to preview Request and Expense
Reports.
The Approver must designate those permissions to the Delegate. If you have previously set-up a
delegate, you will need to go back into your profile and set-up these new permissions.
Under Profile/Expense Delegates – check mark the box – Can Review for Approver and Receive
Approval Emails. Be sure to click Save to save the changes.
When the Delegate logs in- they will select – You are administering Travel/Expense for and chose the
person.
For any reports that are submitted the Delegate will also receive the following email.
Once the Delegate is on the Approver’s screen, they will be able to see the Approver’s own Active
Reports and also the Approval Queue. Click on a Request or Expense Report Name to review.
The Delegate’s choices on a Request are limited to:
Travel Services – CT&E Travel Tips
The Delegate’s choices on an Expense Report are limited to:
When the Delegate is done reviewing either the Request or Expense Report, click Notify Approver.
The Approver receives the following email.