Select your initials on the upper right corner of page. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. This is the type of expense report. Select the module from the top of the screen. 1. 1. Request a cash advance from UC San Diego Travel. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. A Card & Payment Products form will update and display In. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. UC Irvine. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 4. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. edu Travel Information Find information about business travel at UC San Diego. Concur FAQ. Notice: UC San Diego travel policy, as published in Blink, is decisive. The interface works best in modern browsers. In. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. We would like to show you a description here but the site won’t allow us. Sign in with: UC San Diego Single Sign-On Sign in with UC San Diego Single Sign-On. 2. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. For a foreign visitor, having the appropriate visa type. 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. If the Request is not pending approval or is already approved, select the Request. Please email paymentservices@ucsd. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. 4. Institution Review Board (IRB) Research at UCSD using a human subject must be approved by the Institutional Review Board (IRB) which is an independent committee that protects the rights and well-being of research subjects. i. Give feedback. If you need more information on the the available Event Expense Types, visit the Event Expense Types & Account Codes Blink page. Pick up the rental car, and retain your receipt. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Concur Travel is also available for personal travel. 16 cents per mile. 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. 5. Copy the exact text and paste into the field. 6. To create a Travel Request, log into Concur using your Single Sign-On. Select Expense Preferences. All UC San Diego employees will automatically have access to Concur. 2. Embassy Suites San Diego La Jolla. Oracle Financials Cloud, OFC. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. 5. Select. To create a Travel Request, log into Concur using your Single Sign-On. Email (including Gmail) OneDrive, GDrive, Teams. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. Career Connection is a free, comprehensive career development program for UC San Diego staff. Scroll down to Available Receipts at the bottom of the page 3. Enter the name of the desired Travel Assistant. 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. 3. Concur is a secure platform for booking university business travel. 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. ) All personal bookings require a personal form of payment. 2. Online Resources. Per diem applies to the following travel situations: Foreign travel. edu is UC San Diego's official booking site for all business travel, including employees and guests. 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. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. 3. BI & Financial Reporting. 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. 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. Next. Supports approval workflow routing, expense item capture, and expense report creation for end. Information on the AP and Concur accrual process for fiscal close. You can select multiple expenses to allocate all of them to the same chart string if desired. Balboa Travel is a full service travel agency that has been successfully handling travel for UC San Diego. Search for your value in one of three ways. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel & Expense team will be happy to. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. 2. ; Out of Pocket Expenses: (e. Watch the Concur: Delegates Training video. 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. Financial Unit (FinUnit) Approver. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Use tax is not captured in Concur so you won't see any use tax calculated in Concur. Select Upload Receipt Image and attach file. Jorge Poveda. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. To prepare a reimbursement on behalf of the Employee Payee/Host, you would need to: Be added in Concur with the delegate role by the Employee Payee. ASUCLA. Make an Appointment 800-926-8273. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). Last Updated: August 28, 2023 11:41:18 AM PDT. 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 . ucsd. Select Connect, then a popup will appear. Due to switching over to new travel and financial systems. 2. 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: Employee reimbursements, Travel, and P Card . Search Blink Search Faculty/Staff. Request Alerts can be found above can be found above the name of the Request. Expense Report Alerts can be found above the name of the Expense Report. For more information on creating a Travel Request or an Event Request, please review the appropriate KBAs 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. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. Programmatic activities: In connection with student programs, community support or on-the-job meals. Role Request Approver Lookup Tool. Concur is a secure platform for booking university business travel. Payees can register to do business with UC San Diego, and update their information all in one place. To create a Travel Request, log into Concur using your Single Sign-On. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. 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 . Those receiving a role with a delegated purchasing authority ($500, $2500, $5000) will be required to watch a video on Oracle Procurement in UC Learning. Log in to Concur and select a Request or Expense Report. In the left task pane, in Request Settings select Request Delegates or in the Expense Settings section select Expense Delegates. Type of Event: On Campus OR Off Campus. Check the list below to see what works best for you or your department. Your reservation will be in Concur under Available Expenses by the next day. This tutorial can assist you in assigning delegates in Concur. Log into Concur. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. In. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. 1. In. Expense Types are found in each Concur document. Video: How to Create a Travel Request in Concur (Click above Image) 1. 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. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. If desired, you may also add this person. If using the List View, look for Concur Reports in the list or use the search bar at the top right and click the dashboard name If. This exception needs prior. Select Connect, then a popup will appear. Learn how to update your personal email address on UC Path (Support Portal). 6. Log in to your world class Concur solution here and begin managing business travel and expenses. $300,000 per accident. How Concur works. If you need to add or remove role request approvers submit a ticket. Click the box next to "Remember me for 7 days". If you are a Delegate for another user, click on the Act as Another User dropdown and you will see a box stating Act As. Select Upload Receipt Image and attach file. 3. In the Request Header tab, in Request Type, select Travel Request. 3. 1. UC Merced. When a Request/Report is created, Request/Report IDs are system-generated. UC San Diego 9500 Gilman Dr. Uploading Receipts from the Computer. Visa Gift Card. Log in to Concur and select a Request or Expense Report. edu is UC San Diego's official booking site for all business travel, including employees and guests. ucsd. 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. 1. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. All UC San Diego employees have access to Concur. Give feedback. 1. 3. Learn about the approval workflow in Concur. Review the written steps below. Request access via the IT Service Portal (also called submitting a SNOW ticket). Log into Concur 2. Check the box next to your desired transaction to select it. The following sections of this page detail specific tasks that most employees will need to perform in the application. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Booking Guest Travel via Concur Travel. UC Davis. Select Request module at the top of the page 3. 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. Collision. 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. From anywhere in Concur, in the upper right, select the Profile icon. Buy & Pay. Review the Status of the Request. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. 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. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. Doing so will authorize signature authority across all systems. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Select the . 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. Budget & Finance Knowledge Base - How to Calculate Per Diem for Travel in Concur - Services & Support. 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 staff must login to Concur with their UC San Diego credentials and designate their Delegates, there are no exceptions Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. UCSD Equipment ; 163001 . Click on the Requests module at the top of the page, the Requests module homepage will display. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Travel expenses are non-taxable and based on trip type. 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. Expand All. 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. 1. UC Riverside. Learn more about Concur here. Select Profile at the top-right corner. 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. Log into Concur using your Single Sign-On. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. In Access Request, select the link for Oracle and Concur Role Requests 5. Information on the AP & Concur accrual process for fiscal close. An example of where the Concur Expense Type is located can be found below. 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 staff must login to Concur with their UC San Diego credentials and designate their Delegates, there are no exceptionsAll UC San Diego employees have access to Concur. ; Provide recipient & applicable sales tax details in Concur. M&IE isn't Per Diem, which applies to long-term U. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. UC San Diego Students, Faculty and Staff. All travelers should Enroll in UC Trip Insurance. In Submitted by, the person who is making the request is automatically populated on the form 6. 4. 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. Expand All. 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. 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. Rao. Select Upload Receipt Image and attach file. We would also recommend ensuring you have WalkMe installed in your browser as this will offer in-site guidance as you operate in both Oracle and Concur. 3. edu a. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. 2. To Access the Report Timeline of an Expense Report. This article reviews UCSD Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financial Cloud (OFC) and Concur; Information below will encompass and expand on information that previously resided in the CoA User Guide; The final part of this article will address UCPath Chartstring requirements1. IT Services at UC San Diego leads the university’s technology to ensure your success. S. UCLA. 2. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. Use Concur Travel as agreements are automatically applied. UAW Agreement Sponsored Project FAQs. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. 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. Mas. Select the Requests module 3. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Select the link for BUDGET & FINANCE. In. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. 5. Obtain cash using the Travel & Entertainment Card. 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. Access Health Sciences, Medical / Pharmacy School, or other institutions. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Additional coverage may be included, for details send an inquiry to Service and Support (login required). ; Important: if there is a reimbursement (or amount owed to the cardholder) on the same or subsequent Concur Expense Report that is equal to or greater than the. Give feedback. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. Click on Create New Request . 1. 2. Travel insurance is not included with personal bookings. Concur Request and Expense Report Accounting. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. 7. Skip to page content. Determine the number of miles traveled. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. Concur is a secure platform for booking university business travel. Refer to the Personnel Policies for Staff. Follow instructions on the “ Concur-how to add delegates1. Professor [email protected] cents. 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. Oracle will then provide a response to Concur to confirm the validity of. The Financial Unit Approvers are chosen via the Approver field on the Report Header when creating a Concur document. Delegation must be set up for others to submit reimbursements on your behalf. Make pre-travel arrangements. 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 Profile Settings. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. 3. Navigate to the Services and Support website: 2. 4. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. 1. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. e. Contact us today. 5. Reservations can not be charged to the University or the Travel &. f. Blink. The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. Log into Concur using your Single Sign-On. Instructions for Catering: Visit UC San Diego Catering to review your on-campus, full-service catering options. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. 2. Find answers, request services, or get help from our team at the UC San Diego Services. 1. 1. This will be the number used to search for the. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. The T&E charge in. edu with your desired appointment day, time, and your Concur Request ID. 5 cents. In addition, associated taxes will be withheld from the employee’s next payroll. Last Updated: August 28, 2023 11:41:18 AM PDT. 4. 1. Email: connexxus@kahalatravel. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. Blink Blink. Follow the steps to log in. When a UC San Diego employee attends a local conference, they are not on travel status (no lodging or meal expense is eligible for reimbursement). ucsd. Effective 01/01/22 - 06/30/22. Either: Copy the six-digit code or the exact. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Original receipt required for reimbursement for any dollar amount: Airfare. System Status: All Services are operating normally. It is the responsibility of the DA to ensure the cardholder submits the card cancel request in Concur prior to the cardholder leaving, retiring, or transferring. edu or in person to set up a trip by providing trip information, dates, project number and name of event. Booking Guest Travel via Concur Travel. Select Report Details, then select. For honorarium. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Below Requests, Select New Request. Select the Request module, then select New Request. Original receipt required for reimbursement for any dollar amount: Airfare. 2. Learn more about Concur here. com receipts@concur. An approved funding source is required for all. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. 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. Learn more about Duo. In Access Request, select the link for Oracle and Concur Role Requests 5. Select the Request module, then select New Request. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Sheri Hartman, PhD. 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. Steps to Take. You will need a valid UCSD email address (abcd@ucsd. Logistics. Scroll down to Available Receipts at the bottom of the page. Find out about rental car coverage. Click on a payment option to learn more about that specific option. 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. Pick up the rental vehicle, and retain your receipt. 2. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. Yes. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 4. After taking those steps, IPPS will ensure that the repayment will be applied. Access to UCSD Business Systems. 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. Select the Requests module, the list of Active Requests will display, to change the view, select View then select the desired Request. For security reasons, this step must be completed within 30 minutes, or you will have to restart the process. UCLA. Outside the U. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. a. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. Estudiantes de Transferencia. Click on a payment option to learn more about that specific option. In. 75: Touchless: Booking Hotel or Car without Air/Rail: $3: $0-$5: Touched: Agent assistance with a touchless transaction: $13: $13:Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new financial system, and there is no need for Employees to register for reimbursement or travel-related payments.