This is similar to Travel Request in Concur and is only used for travel reports. This allows the traveler or delegate to request approval from their department head or designee.
Pre-Approval allows the department to encumber funds (reserve or put a hold on funds in FAMIS) on the account that will pay for travel. This is optional. There is a field on the pre-approval header that can be selected to bypass the need to encumber the funds. It defaults to “Yes” as it is a best practice to encumber funds for the travel.
Most fields on the Pre-Approval will copy down to the Expense Report at the time the Pre-Approval is added to the Expense Report. This reduces the data entry needed to create an expense report.
Travel – this expense report type is used for any travel related expenses charged to the One Card.
Non-Travel – this expense report type is used for all other expenses (not related to travel) charged to the One Card.
A single card that replaces the travel and payment cards.
- Cardholders that currently only have a travel card will receive the One Card, but will be limited to the current travel card merchant category codes on their existing cards. The current credit limit will carry over to the new One Card.
- Cardholders that have a payment card will receive the One Card, but will have the merchant category codes currently assigned to the payment card. The current credit limit will carry over to the new One Card.
- For those who currently have both cards the One Card will have both merchant category groupings assigned to their card. The credit limit of both cards will be combined for the One Card.
One Cards will be distributed at the time of go live for the College/Division or System Member. The cards will be distributed to the cardholder during the training sessions at go live. After the training the card can be activated and will be available for use. Transactions from the One Card will populate in the cardholder’s eWallet in Emburse Expense.
Our existing payment and travel cards will continue to be active for use until mid to late April 2025. These transactions will continue to appear in Concur. All transactions must be assigned, submitted and approved in Concur by the end of May.
May 31, 2025
All transactions must be assigned, submitted and approved in Concur by this date.
After this date we will have a view-only licenses so users can pull expense report images for reconciliation or audit.
Eventually there will be a repository available to search and pull expense report images outside of Concur. This may be done in Laserfiche.
Delegates can submit on behalf of the traveler/cardholder on both Pre-Approval and Expense Reports.
Full delegate permissions are available in the Emburse Expense mobile application.
Departments may designate up to four individuals to automatically be assigned as delegates to all employees in that department. This will be maintained on the department screens in Canopy/FAMIS. As we get closer to go live departments will be asked to provide the delegates for their department and will be updated prior to go live.
Please see the Implementation Timeline Page.