Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. Delegation must be set up for others to submit reimbursements on your behalf. ucsd. Login to Oracle Oracle replaces Marketplace as UC San Diego's eProcurement site. Select Connect, then a popup will appear. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. ) All personal bookings require a personal form of payment. com receipts@concur. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. 2. 2. 4. Complete the Student Certification for Business-Related Travel and supporting documents. Note: Files saved in the receipt bank will be. An example of where the Concur Expense Type is located can be found below. More information on personal bookings in Concur can be found. 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. 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. Learn more about Duo. 1. Your username is usually the first part of your email address (before the @ symbol). Equipment Expenditure Types. 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. 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. 1. Free services. Offset Per Diem by T&E Card charges. Log in to. 1. Accepted by all vendors that take VisaClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. Last Updated: March 24, 2023 3:42:49 PM PDT. 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. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. Select Expense Preferences. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. g. 2. Provide recipient & applicable sales tax details in Concur. 2. 2. For honorarium. All UC San Diego employees have access to Concur. At the top of the page, select the Expense module. Log into Concur 2. System Status:. 3. 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. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. 3. edu, is UC San Diego's eProcurement site. Will you be traveling soon? Check out the Hot Topics video for a refresher on tips & tricks on booking travel and an overview of the Concur Mobile App and TritpIt Pro! Concur on Your Device. 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 this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. To create a Travel Request, log into Concur using your Single Sign-On. Call UC San Diego Health 858-657-7000. This report shows all UC San Diego card holders that have utilized their university card product. 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). Type of Event: On Campus OR Off Campus. See examples to assist you in determining the category your event falls into in Concur. Enter the name of the desired Travel Assistant. Information below will encompass and expand on information that previously resided in the CoA User. Log into Concur using your Single Sign-On, see the . 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. 3. Review the Status of the Request. Outside the U. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Call a Hospital Patient 858-657-7000. Please email paymentservices@ucsd. The Procurement Card process involves the cardholder, U. Request Alerts can be found above can be found above the name of the Request. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Select the link for BUDGET & FINANCE. Concur Information. Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. 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. As you plan for adjusting budgets, continue to use UC San Diego's Composite Benefit Rates. Comunidad y Cultura. edu) For issues with gaining access to UC San Diego resources or any other questions, please contact Temporary Employment Services at [email protected] polices at UCSD are complex and there are several methods of acquiring goods and services. Encrypted Wi-Fi (WPA2-E/ UCSD-PROTECTED) Virtual Private Network (VPN) Canvas. Learn about the Ecotime Campus payroll timekeeping system. Give feedback. Set your push preferences and other Duo options. Concur is a secure platform for booking university business travel. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. 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 following sections of this page detail specific tasks that most employees will need to perform in the application. Concur is a secure platform for booking university business travel. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. PO Requisitioner Role (formerly known as the Shopper and Department Buyer Roles. edu or call. Oracle and Concur Role Requests Blink page for. Claim Per Diem (Travel Allowances) based on input of travel dates. Taxable (T)/Exempt (E) Agent Booking or Service Fees. 10. This page has a friendly link that's easy to remember: page will provide a guide on chart string validation on Concur Requests and Expense Reports. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. ; 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. edu Travel Information Find information about business travel at UC San Diego. 2. View SLBO's resources for Concur including the direct Concur website, "how-to" knowledge based articles, tips & tricks, and answers to frequently asked questions. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. Select the Requests module 3. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Select the link for Get Help & Request Service. Track Oracle and Concur issues impacting financial processes and reports, as identified and reviewed by the ESR Chancellor's Advisory. S. Role Request Approver Lookup Tool. You will need a valid UCSD email address (abcd@ucsd. Select Budget & Finance. 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 Travel Expense Reports. Select Profile Settings. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Select Profile Settings. Learn how to update your personal email address on UC Path (Support Portal). 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. 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. Who can access Concur. Make an Appointment 800-926-8273. Determine the number of miles traveled. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name In an effort to streamline processes and eliminate the need for departments to request checks for hotel prepayment, IPPS Travel and Concur offer the ability to book local hotels and bill to UC San Diego. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. Hospitality contracts are for hotels, venues, or restaurants that are requesting a signature containing terms and conditions. Log into Concur using your Single Sign-On. UC San Diego pays sales tax on taxable purchases directly to California vendors and out-of-state vendors registered in California to collect sales tax. In the U. A brief description on the different ways to be paid by UC San Diego. The following sections of this page detail specific tasks that most employees will need to perform in the application. 2. Fiscal Closing 2022–2023:. Concur. UCSD Equipment ; 163001 . 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. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. 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. Notice: UC San Diego travel policy, as published in Blink, is decisive. Enter dates and add UCSD address in the Reference Point field. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. 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 Profile. Original receipt required for reimbursement for any dollar amount: Airfare. In addition, associated taxes will be withheld from the employee’s next payroll. Most events for UC San Diego business are 1 of these 3 types of events, each with certain policies and guidelines: Meetings: Infrequent and only University employees in attendance. Fill out all of the necessary trip information, required fields are. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. Long-term travel (30 days or more) in the continental U. Take Me There Frequently Asked Questions Expand All How to. Before booking any travel, your trip should be authorized by the University by creating a trip request. SRent a Pedego electric bike and pedal your way around the city’s landmarks. Enroll in and attend the University Procurement Card Program Course (16-minute training) via UCLearning. Reduce Per Diem for meals that are provided by conferences, etc. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. Forgot username. 2. How Concur works. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. A Card & Payment Products form will update and display In. International Service Fee - Kahala only. Reservations made for personal travel will appear in Concur under. To Act as a Delegate for Another User. 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. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. Select the Request module, then select New Request. Departmental Exchange servers. All UC San Diego employees will automatically have access to Concur. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. 2. Yes. Use. 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. Payment to Employee as the user submitting the Expense Report. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. Budget & Finance: Budget, finance,. com. Oracle Financials Cloud, OFC. UCSD Undergraduate/Graduate Course via Concurrent Enrollment - Already an enrolled UC San Diego student and working toward a degree UCSD Undergraduate/Graduate Course using Employee Discount - Employee-Student Program. UC San Diego has streamlined the process for. ucsd. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Last day to submit Concur Travel Expense Reports (with required documentation and final departmental approval) for June posting. Select Can Book Travel for Me. 2. Air travel accounts for over 11% of UC San Diego’s total greenhouse gas emissions. 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. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. UC Merced. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. ***For event types that require an Attendee list, please see the separate. 4. In 2020 UC San Diego launched a new Financial Information System (FIS) that continues to unveil financial business processes and reporting needs for the general ledger, expense and revenue management, and budget governance through Oracle Financials Cloud, Concur, and Oracle Planning and Budgeting. Concur. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. Travel & Entertainment Card. Learn more about Concur here. To process a Procurement Card Request on behalf of another UCSD employee, the employee will need to add you as their delegate. Canadian visitors:. (including Alaska and Hawaii): CDW and liability insurance are provided. Select Profile at the top-right corner. 1. Access has been provisioned to anyone with the Oracle BI Consumer JR role. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image). To create a Travel Request, log into Concur using your Single Sign-On. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. , select an applicable meal T&E charge, and click. In the Request Header tab, in Request Type, select Travel Request. Note: To add a tool to this list, email Workplace Technology Services. a. Request a cash advance from UC San Diego Travel. Next. Request Delegate, perform the following steps (which correspond to setting up an Expense Delegate): 1. The following content is the same as what is covered in the video, only presented in a different format. Sustainable Travel Guide. Visitors from participating countries traveling under the Visa Waiver Program (VWP) on WB/WT status are not issued a paper 1-94, rather the WB/WT status. Project Costs is designed to track detailed transactions. 12. Employees can also use Concur to book personal travel! BOOK NOW. Please ensure that all invoices dated on or before June 30,. 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. UC San Diego. How to act as a Delegate in Concur. No. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Bank, and Concur. Select Profile at the top-right corner. They should. 12. Note that you will only be able to choose from Financial Unit Approvers assigned to. 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. 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. In Access Request, select the link for Oracle and Concur Role Requests 5. Employee travelers should use their Travel &. $25,000 for property. 4. 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. 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. ; When submitting a Services & Support ticket, provide the Request/Report IDs. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. 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. 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. UC San Diego. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. In Submitted by, the person who is making the request is automatically populated on the form 6. Welcome to Concur. a. Determine the number of miles traveled. 3. We would like to show you a description here but the site won’t allow us. Privately owned motorcycles. Health System Employees Requesting Oracle & Concur Approver Roles. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. 11. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. Add their SLBO. 12. $300,000 per accident. To Submit an Event Expense Report. When you purchase equipment, accessories, or fabrications for your department, you must use specific Expenditure Types. Concur FAQ. Travel and Expense related technology and strategy will be reinvigorated at UC San Diego with the launch of Concur. The timeframe for submission of travel and entertainment expense claims includes review and approval by the department. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. In Access Request, select the link for Oracle and Concur Role Requests 5. Log in to. See a sample transmittal letter (PDF). Request Type: Event Request. Select the link for BUDGET & FINANCE. 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. edu) 2. UCLA. Note: Additional information about the Procurement Card, including processing information, can be found on the overview page. The Create New Request pop-up will display. Select type of trip search (airfare, car rental, hotel, train) 10. Expenses should be submitted within *21 days. Select the link for Get Help & Request Service. Follow instructions on the “ Concur-how to add delegates1. Procurement. 4. Select the link for BUDGET & FINANCE. Expense Types serve two purposes in Concur: Expense Types serve as a general. 6. Select the . UC San Diego Procurement Card (for registration only): If the circumstances defined in step 1 apply, provide the card number and ask for a confirmation number. Offset Per Diem by T&E Card charges. Use Concur Travel as agreements are automatically applied. 2. a. Payees can register to do business with UC San Diego, and update their information all in one place. From the Concur home page, select Requests. SUploading Receipts from the Computer. a. ” Click the link in the email (or cut and paste the address into your active browser session). 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. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Approvals for all Concur documents are processed within the application itself. Find answers, request services, or get help from our team at the UC San Diego Services. Information on the AP and Concur accrual process for fiscal close. The process outlined. Fill out all of the necessary trip information, required fields are. Concur will identify the employee payee under one of the below. S. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. The report displays Concur Expense Report details, enabling the user to review multiple Concur expense reports at once using various prompts. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Select the link for Get Help & Request Service. Give feedback. 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. 3. edu is UC San Diego's official booking site for all business travel, including employees and guests. 6-HELP. 1. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. In Access Request, select the link for Oracle and Concur Role Requests 5. Financial Unit Approval is required on every single Concur document. e. 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). 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. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. Doing so will authorize signature authority across all systems. 1. UC Davis. Expense Types are found in each Concur document. Request and Expense Report Accounting. 3. The T&E charge in. Learn more about Concur here. The Create New Request pop-up will display. Jorge Poveda. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Non-UCSD Employees will need to be set up in Payment Compass as a payee. 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. Learn about SAP Concur for your business. Creating a Travel Expense Report. Expense Report Type. Standard entertainment: Involving a guest-host. 4. edu) and an active, paid appointment to register a new business systems account. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. Note: Files saved in the receipt bank will be available for. Booking Guest Travel via Concur Travel. ) Bookings also include automatic registration in. Active Directory (AD) : for email, the campus wireless network, Virtual Private Network (VPN), and TritonEd. a. 2. Skip to page contentIn Concur, a specific COA Account is associated with each Event Expense Type in the Report Type:. 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. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Video: How to Create a Travel Request in Concur (Click above Image) 1. This exception needs prior. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. In Access Request, select the link for Oracle and Concur Role Requests 5. edu Travel Information Find information about business travel at UC San Diego. Meal & Incidental Expenses (M&IE) for trips prior to July 1st, 2022 claim up to the maximum of $62 per day. 2. Balboa Travel combines the support of 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. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Select. After taking those steps, IPPS will ensure that the repayment will be applied. Video: How to Create a Travel Request in Concur (Click above Image) 1. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses,. Online Resources. Concur is a secure platform for booking university business travel. Cognos Analytics is UCSD's Business Intelligence tool. Dependent care cost at conference site. Guests and Other Learners. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 2. 1. All UC San Diego employees have access to Concur. Select Profile Settings. 4. Note: Files saved in the receipt bank will be. 1. 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. Helpful articles. edu a. 2. 2. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. If you accidentally select UC Office of the President, clear your browser history, repeat. For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. These can be deleted by checking the box next to the charge and selecting. , Concur freezes up, OFC slow, etc.