When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Select the Request module, then select New Request. Per diem is a daily amount to cover meal expenses for UC San Diego employees and guest travelers traveling on official UC San Diego business. They should. Select the module from the top of the screen. Request Type: Event Request. Are there additional resources? How do I write a strong business purpose? How do I add someone as a delegate? Are there walkthrough videos? Concur. Concur Request and Expense Report Accounting. All UC San Diego employees have access to Concur. ucsd. While the department chart string is required for the expense report in Concur, please note that a different COA is required for the Cashier Deposit Form - see Step 5 below. edu a. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. To Access the Approval Flow of a Request. S. 3. 4. Note: By virtue of their titles, chancellor and VC, Concur claims are automatically routed for review by the UC San Diego Travel director on behalf of the controller. f. Select Report Details, then select. Estudiantes de Primer Año. Review the written steps below. We may be able to remove these Projects from Concur at a future date; 1. 7. Concur is a secure platform for booking university business travel. Check the box next to your desired transaction to select it. Travel expenses are non-taxable and based on trip type. Concur Expense Types: Meetings & Entertainment (Events) Search Blink Search Faculty/StaffClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. The process outlined. To keep in step with industry trends and in conjunction with the Oracle and Concur Travel & Expense initiative, the Travel Card is changing to a corporate bill model, rebranded as the Travel & Entertainment (T&E) Card. If this is your first time logging into Concur, you will be asked to select UC Office of the President or UC San Diego, select UC San Diego 3. Concur Travel and Expense. Select Connect, then a popup will appear. 2. Guests and Other Learners. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. b. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . This exception needs prior. You can make purchases at the UC San Diego Bookstore in several ways. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). UC Irvine. Request Alerts can be found above can be found above the name of the Request. Pick up the rental vehicle, and retain your receipt. 12. 536000. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. 2. Concur Information. Select the Requests module at the top of the page 3. Travel program negotiated rates, benefits, and value added services are only available if travel is booked through Balboa Travel (Concur) or Kahala Travel (for specific federally funded travel. Employees can also use Concur to book personal travel! BOOK NOW. Blink Blink. Gift cards are to be picked up at Torrey Pines Center South, Suite 415 by the requestor or authorized receiver with a picture ID, please be sure to have your request ID provided by Concur. Empress Hotel La Jolla. 2. The T&E charge in. Copy the exact text and paste into the field. Review UCSD Travel Policy Highlights. Long-term travel (30 days or more) in the continental U. From Concur Requests, locate the approved Request and click the Create Expense Report button on the top right corner. 1. possessions travel; Long-term travel (30 days or more) in the continental U. 1. All UC San Diego employees have access to Concur. Balboa Travel is a full service travel agency that has been successfully handling travel for UC San Diego. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. 4. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. g. Due to switching over to new travel and financial systems. , reimbursing a non-employee traveler who resides overseas) and be aware that sending a wire has inherent risk and is costly. View the Alerts at the top of the page. Fill out all of the necessary trip information, required fields are. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. While the default Account Code is tied to the Concur Expense Type for the other Report Types in Concur, the Account Code/Expenditure Type is tied to the Trip Type for. If this is your first time logging into Concur, you will be asked to select UC Office of the President or UC San Diego, select UC San Diego 3. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Note: By virtue of their titles, chancellor and VC, Concur claims are automatically routed for review by the UC San Diego Travel director on behalf of the controller. In. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. This is the type of expense report. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. Log into Concur using your Single Sign-On. Event Date: d. Simply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. Enter the name of the desired Travel Assistant. UC Davis. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. 3. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. 2. How Concur works. Log in to Concur via Single Sign-On. Step-by-Step Guide Detailed instructions for Student Life Staff on how to request a new P-Card, including how to navigate Concur, attach required documents,. Hilton La Jolla Torrey Pines. Username, verified email address, or SSO code. 6. edu is UC San Diego's official booking site for all business travel, including employees and guests. In Submitted by, the person who is making the request is automatically populated on the form. Reduce Per Diem for meals that are provided by conferences, etc. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. 2. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. Select Can Book Travel for Me. 536000. 2. 2. Under the supervision of the Director of Administrative Operations, the Executive Vice Chair (EVC) and the Division Chief, the Executive Assistant to the EVC. Initial loading fee of $1. In the Request Header, review and verify the Fund, Financial Unit, Function, Program, Location, Project, Task, and Funding. 00. After logging into Concur via Single-Sign on, from the Quick Taskbar select Available Expenses or, at the top of the home page, click on Expense . While the department chart string is required for the expense report in Concur, please note that a different COA is required for the Cashier Deposit Form - see Step 5 below. 1. 3. You can select multiple expenses to allocate all of them to the same chart string if desired. appisano@ucsd. (Staff who do not have access should request the Oracle role. You can select multiple expenses to allocate all of them to the same chart string if desired. Supplier Profile Status: Active: payee is currently available to be paidWe would recommend first investing in our training courses (see below) to learn essential terminology, practices, and policies related to Oracle Procurement & Payables. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. To lookup an approved Concur Expense Report, in Oracle that was approved on or after 2/16/2021, enter: TE_[Report ID] d. 4. Project Cost: This is generally an expense or a charge PPM Manage Project Costs: Within the Oracle Financial Cloud, transactions are accounted for in the General Ledger (GL) but can be tracked at a more granular level within Oracle Project Portfolio Management (PPM). Event Date: d. Group leader is the Concur User/Owner of the Expense Report, needs to be a UCSD employee, a cardholder, and present on the trip; Group Travel requires 3 or more travelers; The Travel & Entertainment Card is the preferred method of payment A Travel Request to preauthorize the trip must be completed and then linked to the Travel Expense Report2. The following content is the same as what is covered in the video, only presented in a different format. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Once the Expense Report has been fully approved, funds will be moved from the chart string on the Expense Report or Allocation back to UCSD Travel 24-48 hours afterThis article will describe how to apply for a Travel and Entertainment Card. The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. The Itemization tool is used to help ensure that the most appropriate expense types (or categorization) are selected to provide a more accurate financial picture of the incurred. a. UC San Diego has streamlined the process for. Once you select the name it will be added to your attendee list. In the Report Header, fill out all the required fields. Concur will identify the employee payee under one of the below. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Claim Per Diem (Travel Allowances) based on input of travel dates. On the opening screen,. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. Log into Concur using your Single Sign-On; Click on the Requests module; Click on Create New Request; Complete the Request Header, all fields with a red asterisk are required. All UC San Diego employees have access to Concur. Log in to. Foreign visitors are issued an I-94 (arrival/ departure card) showing their travel status, which determines eligibility for reimbursement. Information on the AP & Concur accrual process for fiscal close. Method 1: To start from Concur Requests:. University of California, San Diegoa. Employees have access to UC-negotiated rates within this single platform; Concur requires a completed Profile in order for you to make travel arrangements; scroll through each Concur Profile section to. Select Add an Assistant. All travelers should Enroll in UC Trip Insurance. Student Awards: 536300: Y: E. 2. More information on personal bookings in Concur can be found. Employee travelers should use their Travel &. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Select Profile at the top-right corner. g. 3. 2. This article is the most up-to-date resource on this topic, but note that we are working on improving this process: Any changes will be announced through the Budget & Finance Weekly Digest. To set up a . Set your push preferences and other Duo options. g. Reservations can not be charged to the University or the Travel &. edu or in person to set up a trip by providing trip information, dates, project number and name of event. 4. 3. This article provides instructions on how to login to Oracle Financials Cloud (OFC). Click on a payment option to learn more about that specific option. Supports approval workflow routing, expense item capture, and expense report creation for end. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. edu) and an active, paid appointment to register a new business systems account. 1. ) All personal bookings require a personal form of payment. In Travel Settings, select Assistants/Arrangers. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Give feedback. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. No. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. To Submit an Event Expense Report. Associate Professor and Assistant Dean for Research sjhartman@health. edu, is UC San Diego's eProcurement site. View SLBO's resources for Concur including the direct Concur website, "how-to" knowledge based articles, tips & tricks, and answers to frequently asked questions. Log into Concur. See examples to assist you in determining the category your event falls into in Concur. Equipment Expenditure Types. This article will assist in creating a Procurement Card Update Request in Concur; To process a Procurement Card Update Request on behalf of another UCSD employee, the employee will need to add you as their delegate; To learn how to assign users to act on your behalf, please see the KBA on How to add a Request Delegate and an Expense. ASUCLA. Select the link for Get Help & Request Service. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. Navigate to the Services and Support website: 2. S. Learn more about Duo. More Specifically: Concur (Access or Role Inquiries) If you are not a UCSD employee or a sponsored affiliate, a faculty or staff member at UC San Diego needs to process your reimbursement. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. Select the link for BUDGET & FINANCE. Effective 07/01/22. UC San Diego Travel & Entertainment Card: Conference registration fees, hotel deposits, and required prepayments should be paid using the traveler's UC San Diego Travel &. 4. Welcome to Concur. Watch the Concur: Request and Expense Report Status Training Video Video: How to Check the Status of a Concur Request and Expense Report (Click above image) 2. 1. S. The Services & Support portal, built on the ServiceNow platform, provides one place for faculty, staff, and students to browse knowledge base articles, request services or get help. Log into Concur using your Single Sign-On. 3. The following sections of this page detail specific tasks that most employees will need to perform in the application. Expand All. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. Video: Delegates (click above image) Script: Delegates The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense. 4. Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. 4. 6. 2. g. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. 3. Call Today! Known Finance Systems Issues. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. SAP Concur is UC San Diego's application for travel and expense processing. Set your push preferences and other Duo options. When creating a Travel Request in Concur, indicate the visa type and retain a copy of the passport pages or I-94 in your area. Airfare not booked in Concur is subject to. Concur. Oracle Financials Cloud and Concur standard roles allow departmental users to either view transactions and reports, or create a transaction with review from another person (an approver). System Status: All Services are operating normally. 1. To add, change, or remove the Supervisor approver from the user’s Profile, submit a Services & Support case to IPPS (*More Specifically: as applicable) to request that the Supervisor Approver be updated, removed. , tangible property, gift card, etc. a. Select the Requests module at the top of the page 3. Log in to Concur and select a Request or Expense Report. Log in to Concur via Single Sign-On. Expand All. Procurement Card Delegation of Authority Request. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Concur is a secure platform for booking university business travel. Event Name: c. How to Log Into Concur KBA for more guidance on this procedure 2. Once you've downloaded the app, you'll enjoy the rich functionality of the SAP Concur solution you already use from the comfort of your own phone. a. Concur Expense Types. We may be able to remove these Projects from Concur at a future date; 1. Find out about rental car coverage. The Procurement Card process involves the cardholder, U. Use tax is not captured in Concur so you won't see any use tax calculated in Concur. 4. The form must certify that the student travel qualifies as UC San Diego business-related, and be signed by the student and the faculty member or Principal Investigator (if paid from a federal grant). Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. Log into Concur. Associated Concur Report Type. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. Follow the steps to log in. 12. Event Location: e. For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. In Submitted by, the person who is making the request is automatically populated on the form 6. Sheri Hartman, PhD. ; The Report Key can be used in Oracle to. 1. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. Doing so will authorize signature authority across all systems. Register your phone or other device. 1. Select Profile Settings. Select the Requests module 3. 75: Touchless: Booking Hotel or Car without Air/Rail: $3: $0-$5: Touched: Agent assistance with a touchless transaction: $13: $13:Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. The University reimburses its employees' travel expenses (i. For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237. The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. Provides tools for expense pre-authorization. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. You will need a valid UCSD email address (abcd@ucsd. Video: Delegates (click above image) Script: Delegates The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense. ” Click the link in the email (or cut and paste the address into your active browser session). . In. Learn more about Duo. 3. UC Merced. edu, not abcd@dept. Reservations made for personal travel will appear in Concur under. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Uploading Receipts from the Computer. Once a Concur document is submitted, the Report Header chart string (s) and allocation (s) are sent to Oracle to undergo a validation process to ensure that they are valid. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. All UC San Diego employees will automatically have access to Concur. In the left task pane, in or in the Expense Settings section select Expense Delegates. Select the Requests module 3. edu, not [email protected]. The Concur Request and Expense Report Accounting Blink page will provide an overview of how Requests and Expense Reports are accounted in Oracle Financials Cloud. Effective 01/01/22 - 06/30/22. Booking Guest Travel via Concur Travel. Contacts. 5. 5. Learn more about Concur here. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. 4. How Concur works. Concur. Domestic Service Fee - Kahala only. List of Tools/ Applications. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards. If this is your first time logging into Concur, you will be asked to select between UC Office of the President or UC San Diego, select UC San Diego 3. Pick up the rental car, and retain your receipt. 2. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. a. ; When submitting a Services & Support ticket, provide the Request/Report IDs. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. edu Travel Information Find information about business travel at UC San Diego. 1. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. Outside the U. Take Me There Frequently Asked Questions Expand All How to. Oracle and Concur Role Requests Blink page for. Concur Travel is also available for personal travel. Recursos en Español. 2. Sign In. Navigate to the Services and Support website: 2. 2. a. 3. Request a cash. The following sections of this page detail specific tasks that most employees will need to perform in the application. Type of Service: Catering - Full Service OR. Fill out all of the necessary trip information, required fields are. Definitions. A Card & Payment Products form will update and display In. To print the Report, select Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. 4. Original receipt required for reimbursement for any dollar amount: Airfare. As you plan for adjusting budgets, continue to use UC San Diego's Composite Benefit Rates. Information from Blink on how to use the T&E Card for official UC San Diego business. 2. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. Raffle and Prizes (Non Cash) - Concur: Request a Disbursements gift card, expense reimbursement, gifts given as an incentive for employee participation in events and surveys; or payment to a vendor for prizes - Oracle. After logging into Concur via Single-Sign on, from the Quick Taskbar select Available Expenses or, at the top of the home page, click on Expense.