Palomar College Fiscal Services

Concur Travel System Instructions

Step 1 – Request access to the Concur travel system

Use this form to get your Concur travel system profile created.

First Name(Required)

Last Name(Required)

Nickname/Preferred Name

Middle Name

Employee ID

Palomar eMail Address(Required)

Confirm eMail Address(Required)

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State

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Locale

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LedgerCode

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CurrencyCD

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CashAdvanceAccountCode

Need this field null for 1:1 upload to Concur.

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Active?

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ExpenseAuditRequired

Need this field null for 1:1 upload to Concur.

Vendor ID(Required)

Please enter your 10-digit PeopleSoft Financials Vendor ID. If you do not have one, please submit a Create or Update Vendor eForm to have one created. You can find that form here: Create or Update Vendor

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Custom1Code

Need this field null for 1:1 upload to Concur.

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Custom8Code

Need this field null for 1:1 upload to Concur.

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Custom3Code

Need this field null for 1:1 upload to Concur.

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Custom4Code

Need this field null for 1:1 upload to Concur.

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Custom5Code

Need this field null for 1:1 upload to Concur.

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Custom6Code

Need this field null for 1:1 upload to Concur.

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Custom7Code

Need this field null for 1:1 upload to Concur.

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Employee Group

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Reimbursement Method

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Expense Admin

Need this field null for 1:1 upload to Concur.

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Section Break

Will this account be approving Expense Reports for reimbursement?(Required)

This is typically the case for Administrators or Supervisors.

Yes

No

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EXPENSE_PROCESSOR

Need this field null for 1:1 upload to Concur.

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TRAVEL_WIZARD_USER

Defaulted to “N” for upload to Concur.

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INVOICE_USER

Need this field null for 1:1 upload to Concur.

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INVOICE_APPROVER

Need this field null for 1:1 upload to Concur.

Will this account be approving Travel Requests?(Required)

This is typically the case for Administrators or Supervisors.

Yes

No

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Palomar College, San Marcos Campus

1140 W. Mission Road, San Marcos, CA 92069

Accounts Payable

Email: ap@palomar.edu Phone: (760) 744-1150, ext. 2116

Cashiering

Email: cashiers@palomar.edu Phone: (760) 744-1150, ext. 2114

Fiscal Services

Email: fiscal@palomar.edu Phone: (760) 744-1150, ext. 2109

Travel

Email: travel@palomar.edu Phone: (760) 744-1150, ext. 2116