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To: Concur Approvers and Approval Delegates; Campus Unit Finance Leads; Business Managers Listserv
From: Rebecca Spanos, Travel and Payment Card Services Manager

Good afternoon!

As Expense Reports continue to flow through Concur, we wanted to send some quick information regarding Chartfield Strings.  As a reminder, the only CFS elements which are required when the Traveler submits the Report are the Business Unit and Department ID.  It is the expectation that the CFS will be reviewed and added/updated as necessary during the approval process.

To review the CFS on an Expense Report, select the Details dropdown and then Report Header.  Once the information is correct, please click Save to apply the changes.  Note: if the Department ID is changed, this may prompt an update to the Approval Workflow as well.  If multiple chartfield strings need to be utilized for a single report, this is managed through Allocations.  Once the Report Header is complete, please select the Details dropdown and then Allocations to add this additional information.

If a Report reaches the Travel Team and the Fund and/or Source are blank, the Report will be sent back to the employee who approved at the Business Office Approval Step.  Please note the comments included on the Expense Report Approval notification email and take action as appropriate.

Expense Report Screen Shot

If you have any additional questions or concerns on this process, please email

Thank you,

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