Supplies: 522201: Y: Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section. To Submit an Event Expense Report. Contact Us. ; Out of Pocket Expenses: (e. correct delegates in your Concur profile . Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Oracle and Concur Role Requests Blink page for. Guests and Other Learners. Oracle will then provide a response to Concur to confirm the validity of. Your username is usually the first part of your email address (before the @ symbol). Code (preferred): copy and paste six-digit code into the field. Bank, and Concur. 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. Click on the Requests module at the top of the page, the Requests module homepage will display. ucsd. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. Payment to Employee as the user submitting the Expense Report. a. Privately owned motorcycles are not authorized for use on UC San Diego business. 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. 3. UC San Diego Medical Center, the focal point for our education and community service missions. Licenciaturas y Programas. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. 11. It houses the Stroke Center, the area's only Regional Burn Center, and is one of only 2 Level I Trauma Centers in the county. 5. Select Profile at the top-right corner. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. The following content is the same as what is covered in the video, only presented in a different format. Alaska, Hawaii, or U. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. Learn about SAP Concur for your business. Concur is a secure platform for booking university business travel. Contact us today. You can make purchases at the UC San Diego Bookstore in several ways. Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. Set your push preferences and other Duo options. Obtain cash using the Travel & Entertainment Card. 6. 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. Contacts. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. 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. ) Bookings also include automatic registration in. b. Who can access Concur. concur. 2. 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. 2. : CDW is generally included. Based on the services your company has from SAP Concur, the mobile app includes: 1. possessions travel. Concur is UC San Diego's online application for travel and expense reporting; Review Concur Basics to help navigate policies and procedures for using Concur; Travel KBAs. Event Location: e. a. Concur: Employee reimbursements, Travel, and P Card . This will be key information for any Fund Managers or Financial Unit approvers who are seeking to further understand the intricate relationships between the two programs. Find training and resources available for using Concur Travel & Expense. The Expense Report will copy the information you had previously entered in the Request Header to the Report Header. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. All UC San Diego employees have access to Concur. Travel & Entertainment (T&E) Card. Select type of trip search (airfare, car rental, hotel, train) 10. edu with your desired appointment day, time, and your Concur Request ID. Request Type: Event Request. Expand All. Hospitality contracts are for hotels, venues, or restaurants that are requesting a signature containing terms and conditions. b. Provides tools for expense pre-authorization. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. Log into Concur using your Single Sign-On, see the . Travel Arranger / Assistant. Select the link for Get Help & Request Service. S. Equipment Expenditure Types. We may be able to remove these Projects from Concur at a future date; 1. In the Request Header tab, in Request Type, select Travel Request. Reservations can not be charged to the University or the Travel &. Select Can Book Travel for Me. (Staff who do not have access should request the Oracle role. 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. ucsd. Health System Employees Requesting Oracle & Concur Approver Roles. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. edu is UC San Diego's official booking site for all business travel, including employees and guests. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. Select the . Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. Travel Arranger / Assistant. International Service Fee - Kahala only. Fiscal Closing 2022–2023:. Select the module from the top of the screen. In Access Request, select the link for Oracle and Concur Role Requests 5. Career Connection is a free, comprehensive career development program for UC San Diego staff. Learn how to update your personal email address on UC Path (Support Portal). Expenses should be submitted within *21 days. Procurement. Oracle Resources. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. To set up a Request Delegate, perform the following steps (which correspond. From Concur Requests, locate the approved Request and click the Create Expense Report button on the top right corner. This tutorial can assist you in assigning delegates in Concur. Hilton La Jolla Torrey Pines. Supports approval workflow routing, expense item capture, and expense report creation for end. 1. 18 cents per mile. The below information reviews UC San Diego Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financials Cloud (OFC) and Concur. possessions travel. 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 in to Concur and select a Request or Expense Report. 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). For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. . 2. Health System Employees Requesting Oracle & Concur Approver Roles. Check your UCSD email securely from home or a public computer: Open your Web browser and go to UCSD Web Access. View SLBO's resources for Concur including the direct Concur website, "how-to" knowledge based articles, tips & tricks, and answers to frequently asked questions. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Oracle and Concur Role Requests Blink page for information on how. In the Request Header, in Request Type, select Card and Payment Products Request 5. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Information on the AP and Concur accrual process for fiscal close. Inventorial Equipment are all items meeting the following criteria and must be tracked in both CAMS (UC San Diego’s campus asset management system) and OFC (Oracle Financials. 1. System Login: Concur. Original receipt required for reimbursement for any dollar amount: Airfare. Determine the number of miles traveled. Select. 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. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Travel Request or an Event Request: If a Travel Request or an Event Request contains a Project value (either in the Request/Report Header or in an allocation), the amount charged to the Project will appear as a commitment (also known as a lien) on. Scroll down to Available Receipts at the bottom of the page. Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. 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. Encrypted Wi-Fi (WPA2-E/ UCSD-PROTECTED) Virtual Private Network (VPN) Canvas. Please email paymentservices@ucsd. ucsd. Select the approved Travel Request, and click on the Create Expense Report button on the upper right corner; this action will populate CoA information from the Travel Request to the Travel Expense Report. The link to Concur is If you have trouble accessing the site, you can troubleshoot your issues using KB0032034: How to Log Into Concur Faculty and. 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. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Rebeiz. Concur FAQ. Facilitate approval process with accurate and complete claims. Due to switching over to new travel and financial systems. $25,000 for property. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Fill out all of the necessary trip information, required fields are. In Access Request, select the link for Oracle and Concur Role Requests 5. 4. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. 5 cents. ucsd. Select the Requests module at the top of the page. Recursos en Español. Log in to. Expense Report Type. Note: Files saved in the receipt bank will be available for. 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. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. All UC San Diego employees will automatically have access to Concur. 3. Associate Professor and Assistant Dean for Research sjhartman@health. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 2. ucsd. 11. S. Grande Colonial La Jolla. f. More information on personal bookings in Concur can be found. 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. a. edu is UC San Diego's eProcurement site, a modern solution for the university’s business needs. 4. Call UC San Diego Health 858-657-7000. Helpful articles. 3. edu with your desired appointment day, time, and your Concur Request ID. Creating a Travel Expense Report. Register additional devices. e. The Procurement Card, UCSD's procurement card, is the partner tool to Oracle and provides departments a way to purchase and pay for routine, low-dollar products and services from suppliers that are not part of Oracle Procurement and other on-campus retailers. UC Riverside. Sales Tax and Use Tax information for Concur is subject to change. All UC San Diego employees have access to Concur. View the Alerts at the top of the page. 3. 4. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. ucsd. Delegation must be set up for others to submit reimbursements on your behalf. Expense Types are found in each Concur document. Concur Travel is also available for personal travel. Find out about rental car coverage. You will need a valid UCSD email address (abcd@ucsd. Outside the U. Uploading Receipts from the Computer. ucsd. 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 . Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. All UC San Diego employees have access to Concur. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Travel insurance is not included with personal bookings. , tangible property, gift card, etc. Below Requests, Select New Request. 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. 3. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. Per 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. Per diem applies to the following travel situations: Foreign travel. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. 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. 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. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. Register your phone or other device. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. 4. To download a copy, select b. To receive reimbursement, all payees must complete either of the following: Register in PaymentWorks (If not already registered, please contact your Fund Manager to receive a registation link). If you accidentally select UC Office of the President, clear your browser history, repeat. 5. 4. 2. Log into Concur. 1. 1. ucsd. In Manage Expenses > Report Library, select Create New Report. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. 4. Next. Enter dates and add UCSD address in the Reference Point field. UC San Diego campus users, contact us via the Employee Center (login required) UC San Diego Health users, submit a request with the Health HR website (login required) Notice: The information on this page summarizes provisions of university policies and/or collective bargaining agreements. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. Select the link for Get Help & Request Service. 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. ; When submitting a Services & Support ticket, provide the Request/Report IDs. Travel and Expense related technology and strategy will be reinvigorated at UC San Diego with the launch of Concur. 1. Concur. 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. 1. IT Services at UC San Diego leads the university’s technology to ensure your success. Method 1: To start from Concur Requests:. Expense Report Alerts can be found above the name of the Expense Report. The Financial Unit Approvers are chosen via the Approver field on the Report Header when creating a Concur document. 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. 1. 2. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. 6-HELP. Alaska, Hawaii, or U. edu 858-534-6237. S. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. UCSD Gift Cards (Awards/Recognition), for a Gift Card for an Employee or Non-Employee b. Email (including Gmail) OneDrive, GDrive, Teams. 1. 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 . Select the Request module, then select New Request. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request. 7. 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. 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. 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. 7. To create a Travel Request, log into Concur using your Single Sign-On. In Payment Product Type, select. Fill out all of the necessary trip information, required fields are. Select the link for Get Help & Request Service. a. 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. 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). Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. Login to Oracle Financial Cloud (OFC. edu 858-822-4572. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. 3. Event Date: d. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. An example of where the Concur Expense Type is located can be found below. The following process applies to all non-event reimbursement Concur Expense Types with added steps for noting gift/award recipients, Attendees in Concur, specifically required for Gift/Prize/Award expense types. Learn more about Duo. 3. 16 cents per mile. Estudiantes de Primer Año. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. edu a. For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. The University reimburses its employees' travel expenses (i. 2. In Travel Settings, select Assistants/Arrangers. Check the box next to your desired transaction to select it. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 5. Payment options for human subjects may be requested through Concur. Watch the Concur: Delegates Training video. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. S. Register additional devices. Note that you will only be able to choose from Financial Unit Approvers assigned to. Balboa Travel is a full service travel agency that has been successfully handling travel for UC San Diego. To Access the Approval Flow of a Request. Type of Event: On Campus OR Off Campus. 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. 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,. ucsd. PO Requisitioner Role (formerly known as the Shopper and Department. To print the Report, select Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting. 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. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. 3. 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. 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. In Requests, select Create New Request. Find out about UC San Diego's partner travel agencies' services and contact information. 3. . Select your desired Expense Report from the Report Library. 3. ucsd. Request Header. Find out about policy related to air travel and the special circumstances that may make a UC San Diego business traveler eligible for reimbursement for fares booked outside of policy. 3. 7. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. Once payment is processed in the bank, you will see the wire payment post in Oracle. Watch the Concur: Delegates Training video. 1. Provide your Travel & Entertainment Card or personal credit card as payment method. 1. 2. 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. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. 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. Notice: UC San Diego travel policy, as published in Blink, is decisive. ucsd. S Uploading Receipts from the Computer. Select the link for BUDGET & FINANCE. 4. Concur Request and Expense Report Accounting. 1. UCLA. Reservations made for personal travel will appear in Concur under. , select an applicable meal T&E charge, and click. The process outlined. Card products include Travel & Entertainment Cards, and Procurement Cards (P-cards),. In. Log into Concur using your Single Sign-On. 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. Learn about the approval workflow in Concur. $45. 4. More information on personal bookings in Concur can be found. S. 2. com receipts@concur. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. Select type of trip search (airfare, car rental, hotel, train) 10. 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. 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. The Create New Request pop-up will display. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. List of Tools/ Applications. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Select Connect, then a popup will appear. UC policy is to not distribute National/Enterprise, or Hertz/DTG CDP numbers associated with regular cars since those numbers are embedded into the agency reservation systems. 6. UAW Agreement Sponsored Project FAQs.