Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. To set up a Request Delegate, perform the following steps (which correspond. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. IMPORTANT: Concur is set up as a self-service portal for employee reimbursements and expense reporting for travel and P-Cards. correct delegates in your Concur profile . 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 ReportUse this step-by-step guide to pay for an out-of-town conference registration or a hotel deposit for University business travel. 2. From Concur Requests, locate the approved Request and click the Create Expense Report button on the top right corner. 2. Domestic Service Fee - Kahala only. 3. 1. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. No. 4. Note: If above and beyond regular dependent care costs, as temporary during travel period, and directly result from travel to a conference for a federal award. COA Account. For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. 1. Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Financial Unit Approval is required on every single Concur document. Select type of trip search (airfare, car rental, hotel, train) 10. After taking those steps, IPPS will ensure that the repayment will be applied. An Active Directory (AD) account provides access to: ITS academic computer labs. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. 163101 - CIP - Software Greater Than $5M CIP Software Greater Than $5M UCSD Equipment 163101 : 163151 - CIP - Software Less Than or Equal To $5M CIP Software Less Than or Equal To $5M UCSD Equipment 163151 . Concur identifies the employee payee under Payment Type: Payment to Employee as the user submitting the Expense Report, or the user that the delegate is acting on behalf of; To process a Procurement Card Expense Report on behalf of another UCSD employee, the employee will need to add you as their delegateA brief description on the different ways to be paid by UC San Diego. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. All UC San Diego employees have access to Concur. 7. 2. Learn more about Concur here. Type of Service: Catering - Full Service OR. When creating the expense for the Concur Expense Report, enter a note as to the approved use of surface transportation in lieu of air travel and attach documentation that supports the cost. 5. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 3. 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. 4. Select Connect, then a popup will appear. In the Request Header tab, in Request Type, select Travel Request. 1. For security reasons, this step must be completed within 30 minutes, or you will have to restart the process. The University reimburses its employees' travel expenses (i. For honorarium. Definitions. Provide your Travel & Entertainment Card or personal credit card as payment method. 1. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. Log in to Concur and select a Request or Expense Report. Review the Status of the Request. edu . The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. 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. Health Employees: 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. 1. 1. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. In the Request Header tab, in Request Type, select Travel Request. Register additional devices. 7. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. UC Merced. All travelers should Enroll in UC Trip Insurance. 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). Choose a device via which to complete two-step login (see Figure 2 below) Figure 2: If you set a device to automatically complete two-step, click Cancel, then check the "Remember me" box. Select type of trip search (airfare, car rental, hotel, train) 10. Last Updated: March 13, 2023 9:58:00 AM PDT. The Active Requests page displays, select the desired Request. Privately owned motorcycles. The T&E charge in. ucsd. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. The Procurement Card process involves the cardholder, U. From the Concur home page, select Requests. 3. S. ucsd. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image). This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Effective 07/01/22. Request new roles using the Oracle and Concur Role Requests form in Services and Support. For more info on access and roles to access modules like AR, PPM, and GL, refer to this article: How to Request Oracle and Concur Roles. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Setting up your Mobile App: The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Request Alerts can be found above can be found above the name of the Request. Conectar Ven a Vernos. ucsd. How to act as a Delegate in Concur. We would like to show you a description here but the site won’t allow us. Below Requests, Select New Request. Select Can Book Travel for Me. Once payment is processed in the bank, you will see the wire payment post in Oracle. Concur identifies the employee payee under the Payment Type: Payment to Employee as the user submitting the expense report, or the user that the delegate is. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses,. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 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. UC San Diego. 1. Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request. Select the link for BUDGET & FINANCE. 2. How to Buy From the UC San Diego Bookstore. edu with your desired appointment day, time, and your Concur Request ID. 1. travel (30 days or. Uploading Receipts from the Computer. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. 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. 2. Log into Concur using your Single Sign-On. appisano@ucsd. It will also be used for reconciliation of the Express Card and employee reimbursements. ; Out of Pocket Expenses: (e. 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. Log into Concur using your Single Sign-On 2. Request Type: Event Request. If you accidentally select UC Office of the President, clear your browser history, repeat. Employees can also use Concur to book personal travel! BOOK NOW. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. edu, is UC San Diego's eProcurement site. Log in to. All UC San Diego employees will automatically have access 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. All UC San Diego staff employees are eligible to join Career Connection. If desired, you may also add this person. All UC San Diego employees have access to Concur. This article provides instructions on how to login to Oracle Financials Cloud (OFC). Select the module from the top of the screen. Find out about UC San Diego's partner travel agencies' services and contact information. 2. Concur. Fill out all of the necessary trip information, required fields are. Method 1: To start from Concur Requests: 2. The University reimburses its employees' travel expenses (i. edu 858-822-4572. Either: Copy the six-digit code or the exact. concur. Payment options for human subjects may be requested through Concur. 12. Reconcile the trip. Select Report Details, then select. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. ucsd. Fraudulent transactions or fraudulent credits cannot be removed/deleted from Concur once they are listed under Available Expenses, they must be reconciled; To process a Procurement Card or T&E Card Expense Report on behalf of another UCSD employee, the employee must add you as their Delegate. All UC San Diego employees will automatically have access to Concur; Sponsored affiliates should work with their department's DSA to establish access, provided they have access. You can select multiple expenses to allocate all of them to the same chart string if desired. 4. Travel and Expense related technology and strategy will be reinvigorated at UC San Diego with the launch of Concur. edu is UC San Diego's official booking site for all business travel, including employees and guests. (including Alaska and Hawaii): CDW and liability insurance are provided. While the latest versions of most internet. Fiscal Closing 2022–2023:. To download a copy, select b. Select the link for Get Help & Request Service. 4. Embassy Suites San Diego La Jolla. To set up a Request Delegate, perform the following steps (which correspond. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. ***For event types that require an Attendee list, please see the separate. Employees can use Concur to receive UC-negotiated rates for personal travel. UCSD IPPS pays University Card charges on a daily basis, so any payments due to the University should be made back to IPPS versus UCSD home departments or US Bank. Select your initials on the upper right corner of page. Travel insurance is not included with personal bookings. Finance. Select Profile Settings. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies. Select Upload Receipt Image and attach file. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. 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. UC San Diego. UC Davis. Learn more about Concur here. If the cardholder has separated from UCSD and can no longer submit a card cancel request in Concur, the DA MUST contact the Procurement Card team via the UC San Diego Services & Support Portal to submit a case to cancel the card on their behalf. 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. 1. Steps to Take. Call UC San Diego Health 858-657-7000. Associate Professor and Assistant Dean for Research sjhartman@health. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. All UC San Diego employees have access to Concur. 3. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Note that you will only be able to choose from Financial Unit Approvers assigned to. Fill out all of the necessary trip information, required fields are. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. System Login: Concur. UC-wide contracts with travel suppliers also typically include additional perks and benefits such as priority standby, seat selection, upgrades when available, and late check-out. Concur transactions will use OneSource in Oracle to calculate use tax based on. 2. Select Can Book Travel for Me. ucsd. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Health System Employees Requesting Oracle & Concur Approver Roles. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. Concur Request and Expense Report Accounting. Take your. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Select the link for BUDGET & FINANCE. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. 2. com. 4. 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. This exception needs prior. 5 cents. Online Resources. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. Information on the AP & Concur accrual process for fiscal close. Clearing of the credit memo is done monthly after the month-end ledger closing. This is usually the first approval required after a document is submitted. 4. Visa Gift Card. 4. These can be deleted by checking the box next to the charge and selecting. 5. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. If a claim is routed to the Travel Team for review, the timeframe does not include time awaiting review but if the claim requires additional action in order to. 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. Your reservation will be in Concur under Available Expenses by the next day. If the cardholder has separated from UCSD and can no longer submit a card cancel request in Concur, the DA MUST contact the Procurement Card team via the UC San Diego. a. edu) 2. Comunidad y Cultura. Add their SLBO. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Sign in here using. In Access Request, select the link for Oracle and Concur Role Requests 5. The department will. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. 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. e. The last section on this page details the cash advance process for non-employees. , tangible property, gift card, etc. In Payment Product Type, select. edu. 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. 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. Register additional devices. 5. Follow instructions on the “ Concur-how to add delegates1. Reservations made for personal travel will appear in Concur under. ucsd. Request and Expense Report Accounting. Reservations can not be charged to the University or the Travel &. See a sample transmittal letter (PDF). 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. Learn how to be more sustainable and reduce your travel related carbon footprint. Sign In. 3. Choose from the following: 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 & Entertainment Card. Last Updated: August 28, 2023 11:41:18 AM PDT. Set your push preferences and other Duo options. For a foreign visitor, having the appropriate visa type. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. See below for instructions on how to request a cash advance for employees. In Request Header tab, make the following entries: a. Concur Travel is also available for personal travel. Rebeiz. ucsd. 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. Concur commitments are created when a Travel Request or Event Request with a Project value and future travel/event date(s) is approved in Concur This is an external commitment created by an action from a Concur user/delegate. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. Navigate to the Services and Support website: 2. Code (preferred): copy and paste six-digit code into the field. 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. Event Location: e. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. Most employees will need two UCSD accounts - Active Directory and Single Sign On - in order to access UC and campus systems. Find answers, request services, or get help from our team at the UC San Diego Services. Select the Requests module 3. 4. Watch the Concur: Delegates Training video. 3. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. How Concur works. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Reduce Per Diem for meals that are provided by conferences, etc. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. Access has been provisioned to anyone with the Oracle BI Consumer JR role. 3. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Please email paymentservices@ucsd. Click on the Requests module at the top of the page, the Requests module homepage will display. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. Log in to. , reimbursing a non-employee traveler who resides overseas) and be aware that sending a wire has inherent risk and is costly. Searching by text may give you UCSD and UCOP values as shown in this example above- ensure that the value selected does not contain (-OP) c. Event Name: c. Yes. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. La Jolla, CA 92093 (858). a. 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. Information from Blink on how to use the T&E Card for official UC San Diego business. S. Request Alerts can be found above can be found above the name of the Request. Find out about rental car coverage. edu 858-534-6237. edu. UC San Diego. ucsd. 1. Approvals for all Concur documents are processed within the application itself. Employees may update their payee information in UCPath. 2. Skip to page content. 2. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Information below will encompass and expand on information that previously resided in the CoA User. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. Gabriel M. Concur Expense Types for Non-Event Employee ReimbursementsThe Concur Travel and Expense Management Application is the campus standard for expense reimbursement processing that: Streamlines the Travel/Entertainment/Business expense reimbursement process. Helpful articles. ASUCLA. 1. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Select. 11. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. In Travel Settings, select Assistants/Arrangers. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. To set up a . The Create New Request pop-up will display. After taking those steps, IPPS will ensure that the repayment will be applied. , Concur freezes up, OFC slow, etc. Last Updated: July 17, 2023 1:01:51 PM PDT Give feedback View more information about reports that display data from the Concur Expense module and UC San Diego Credit. Select the Request module, then select New Request. 2. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Hotels available for this program: Best Western Premier Hotel Del Mar; Doubletree by Hilton San Diego Del Mar Use tax will be calculated once the expense report is in Oracle based on the taxability of the Account value, Sales Tax Paid, Tax Exempt Code, or Ship-To Zip code entered in Concur. 3. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 11. Instructions for Catering: Visit UC San Diego Catering to review your on-campus, full-service catering options. Card products include Travel & Entertainment Cards, and Procurement Cards (P-cards),. 6. Jacobs Medical Center, a general surgical facility and the principal. Provide recipient & applicable sales tax details in Concur. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. 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,. Liability insurance limits are: $100,000 per person. 4. PO Requisitioner Role (formerly known as the Shopper and Department. ucsd. The Department of Urban Studies & Planning within the Division of Social Sciences at the University of California, San Diego, is seeking to make appointments at the Lecturer Academic Year (Unit 18-Non-Senate Faculty) level for both its majors: 1) Urban Studies and Planning and 2) Real Estate and Development. Once you select the name it will be added to your attendee list. Review the following locations in Concur for COA/POETAF potential errors:. Notice: UC San Diego travel policy, as published in Blink, is decisive. Estudiantes de Primer Año. Helpful articles. Effective 01/01/22 - 06/30/22. 2. UCSD GL Journal Entry JR is the only elevated role that departmental users may need to request with VC central office approval; All other elevated roles should not be requested unless there is prior instruction from the domain lead; Grant Access Oracle & Concur Approvers: this means workflow approver roles are being requestedPer Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. Expense Report Alerts can be found above the name of the Expense Report. UC San Diego 9500 Gilman Dr. edu with your desired appointment day, time, and your Concur Request ID.