Approvals for all Concur documents are processed within the application itself. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. View the Alerts at the top of the page. Learn more about Duo. Please email paymentservices@ucsd. Based on the services your company has from SAP Concur, the mobile app includes: 1. Note: Files saved in the receipt bank will be. 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. Alaska, Hawaii, or U. 2. 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. 2. Request a cash advance from UC San Diego Travel. Pulse offers various applications, such as the Clinical Web Portal, the Business Contracting website, and UCSD JobLink. Navigate to the Services and Support website: 2. Concur Information. 11. 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 . Supports approval workflow routing, expense item capture, and expense report creation for end. Hilton La Jolla Torrey Pines. After taking those steps, IPPS will ensure that the repayment will be applied. Sustainable Travel Guide. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. edu) and an active, paid appointment to register a new business systems account. Select the link for BUDGET & FINANCE. Watch the Concur: Delegates Training video. S. Travel insurance is not included with personal bookings. Find answers, request services, or get help from our team at the UC San Diego Services. 1. 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. 4. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel. 3. Learn how to be more sustainable and reduce your travel related carbon footprint. Learn about SAP Concur for your business. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Select the link for Get Help & Request Service. 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. To Access the Approval Flow of a Request. 00 per gift card. Visa Gift Card. 1. Reservations made for personal travel will appear in Concur under. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Blink Blink. For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Complete the Student Certification for Business-Related Travel and supporting documents. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. 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. Improve ease of access with a centralized list of links (e. UC San Diego UC San Diego. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. 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. Last Updated: March 13, 2023 9:58:00 AM PDT. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Type of Service: Catering - Full Service OR. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Provide recipient & applicable sales tax details in Concur. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. Procurement Card Expenses. Note: Payment must be paid by UC San Diego and not by the individual employee. Recursos en Español. 6-HELP. Concur Request and Expense Report Accounting. Additionally,. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. Yes. All UC San Diego employees have access to Concur. Select your desired Expense Report from the Report Library. More information on personal bookings in Concur can be found. Additional coverage may be included, for details send an inquiry to Service and Support (login required). Request access via the IT Service Portal (also called submitting a SNOW ticket). This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. a. 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. Helpful articles. 1. Username, verified email address, or SSO code. Click the box next to "Remember me for 7 days". 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. Give feedback. Concur is a secure platform for booking university business travel. 1. com receipts@concur. Yes. Concur is a secure platform for booking university business travel. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. In the meantime, here is a on the new UI updates. We may be able to remove these Projects from Concur at a future date; 1. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. Select Profile. Effective 01/01/22 - 06/30/22. Expense Report Alerts can be found above the name of the Expense Report. For Fiscal close, IPPS will accrue the following: The report has not been approved or the report does not have a status of “Sent for Payment” and totals $2,500 or more, and: For P-cards, the posted date of the expenses are on or before June 30, 2023. Select Upload Receipt Image and attach file. ucsd. 3. 1. Take Me There Frequently Asked Questions Expand All How to. Collision. How Concur works. To create a Travel Request, log into Concur using your Single Sign-On. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies. To create a Travel Request, log into Concur using your Single Sign-On. UC Irvine. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. Click on a payment option to learn more about that specific option. Select Expense Preferences. e. Facilitate approval process with accurate and complete claims. Check the box next to your desired transaction to select it. Review UCSD Travel Policy Highlights. edu is UC San Diego's official booking site for all business travel, including employees and guests. Watch the Concur: Delegates Training video. 536000. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. UC Davis. We would like to show you a description here but the site won’t allow us. La Jolla, CA 92093 (858). Welcome to Concur. In Access Request, select the link for Oracle and Concur Role Requests 5. UC Riverside. 4. 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. In Access Request, select the link for Oracle and Concur Role Requests 5. 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. In the Request Header, review and verify the Fund, Financial Unit, Function, Program, Location, Project, Task, and Funding. Career Connection is a free, comprehensive career development program for UC San Diego staff. Role Request Approver Lookup Tool. 4. 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. 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. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Below Requests, Select New Request. e. Free services. ucsd. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. For a foreign visitor, having the appropriate visa type. Select the Request module, then select New Request. , Concur freezes up, OFC slow, etc. 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). UC Irvine. 1. System Live Date: July 1, 2020. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Financial Unit (FinUnit) Approver. Required when booking travel through Concur/Balboa Travel. S. The University reimburses its employees' travel expenses (i. 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. 3. 12. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. Select type of trip search (airfare, car rental, hotel, train) 10. IT Services at UC San Diego leads the university’s technology to ensure your success. On the opening screen,. Taxable (T)/Exempt (E) Agent Booking or Service Fees. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. In Request Header tab, make the following entries: a. 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. 3. 2. 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. UC San Diego business travel and entertainment in compliance with policy generally does not result in additional taxable income to the employee. Helpful Links once your Health AD login is active (Pulse. You can select multiple expenses to allocate all of them to the same chart string if desired. To set up a Request Delegate, perform the following steps (which correspond. 2. 4. ucsd. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. 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. Determine payment method. Your username is usually the first part of your email address (before the @ symbol). )To access the dashboard: Navigate to bah. In Submitted by, the person who is making the request is automatically populated on the form 6. Reservations can not be charged to the University or the Travel &. In the left task pane, in or in the Expense Settings section select Expense Delegates. OFC & Concur UC San Diego, Academic Affairs - Resource Administration OSI Partners: Allorah Pradenas & Kristin Kielich. Fiscal Closing 2022–2023:. See a sample transmittal letter (PDF). Next. Employees have access to UC-negotiated rates within this single platform; Concur requires a completed Profile in order for you to make travel arrangements; scroll through each Concur Profile section to. Select Profile Settings. Embassy Suites San Diego La Jolla. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. In. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Login to Oracle Financial Cloud (OFC. For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. SAP Concur is UC San Diego's application for travel and expense processing. 7. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. Watch the Concur: Delegates Training video. This article is the most up-to-date resource on this topic, but note that we are working on improving this process: Any changes will be announced through the Budget & Finance Weekly Digest. To 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. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. $75. Elevated roles are typically for IT Services & Campus Central Office staff only. UC San Diego Students, Faculty and Staff. S Uploading Receipts from the Computer. In the Report Header, fill out all the required fields. 3. Per diem applies to the following travel situations: Foreign travel. Finance. edu is UC San Diego's official booking site for all business travel, including employees and guests. 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. 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. 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. edu) 2. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Scroll down to Available Receipts at the bottom of the page 3. 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. Oracle will then provide a response to Concur to confirm the validity of. Select the . 12. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. To lookup an approved Concur Expense Report, in Oracle that was approved on or after 2/16/2021, enter: TE_[Report ID] d. Scroll down to Available Receipts at the bottom of the page 3. 4. Either: Copy the six-digit code or the exact. 4. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. 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. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. Event Date: d. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Information from Blink on how to use the T&E Card for official UC San Diego business. A Travel Request is not needed for Mileage-Only reimbursements, start by creating an Expense Report. Long-term travel (30 days or more) in the continental U. Comunidad y Cultura. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for. Select Can Book Travel for Me. 1. Capital and CIPBuy & Pay Tools. 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. Select Upload Receipt Image and attach file. 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,. Select the box next to A Delegate for another user who has. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. 2. 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. More information on personal bookings in Concur can be found. ucsd. a. 1. 4. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. Method 1: To start from Concur Requests:. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. See examples to assist you in determining the category your event falls into in Concur. Enter the name of the desired Travel Assistant. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. If the Request is not pending approval or is already approved, select the Request. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. , reimbursing a non-employee traveler who resides overseas) and be aware that sending a wire has inherent risk and is costly. ucsd. UC Travel Center (UCLA Travel) is a full-service travel agency that offers personal service via phone or email with an online booking tool (Concur Travel) to complement their variety of services. 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. Log into Concur. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. 1. Sheri Hartman, PhD. All UC San Diego employees have access to Concur. 5. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. Select the link for Get Help & Request Service. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. Fill out all of the necessary trip information, required fields are. 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. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. 5 cents. 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. This is set up by the department once you have completed employment forms. All UC San Diego employees have access to Concur. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. 6-HELP. In. Sales Tax and Use Tax information for Concur is subject to change. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. 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. Last Updated: February 15, 2022 4:03:03 PM PST. Ramesh R. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. The preferred method of purchase should be via Oracle Procurement, Concur directly to the vendor, or. Domestic Service Fee - Kahala only. 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. The following sections of this page detail specific tasks that most employees will need to perform in the application. Reconcile the trip. Note: Files saved in the receipt bank will be available for. Register additional devices. Navigate to the Services and Support website: 2. In Submitted by, the person who is making the request is automatically populated on the form 6. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. List of Tools/ Applications. Scroll down to Available Receipts at the bottom of the page. An approved funding source is required for all. 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. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Log in to. Standard entertainment: Involving a guest-host. Select Add an Assistant. Log into Concur. , tangible property, gift card, etc. 3. b. Travel and Expense related technology and strategy will be reinvigorated at UC San Diego with the launch of Concur. Grande Colonial La Jolla. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. COA Account. Type of Service: Catering - Full Service OR. Review the written steps below: To Add an Out-of-Pocket Expense. possessions travel; Long-term travel (30 days or more) in the continental U. The Procurement Card process involves the cardholder, U. e. Select the Requests module at the top of the page. 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. 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 after1. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. Make pre-travel arrangements. For security reasons, this step must be completed within 30 minutes, or you will have to restart the process. 2. We would like to show you a description here but the site won’t allow us. , select an applicable meal T&E charge, and click. 5. Cognos Analytics is UCSD's Business Intelligence tool. The timeframe for submission of travel and entertainment expense claims includes review and approval by the department. 1. Concur help is available via online resources, live training & weekly office hours; Travel arrangers new to UC San Diego or to Concur should review the travel process and travel booking FAQ as well as Concur FAQ before trip planning begins; Trips must be pre-authorized by creating a Travel Request in Concur before travel arrangements are made Concur FAQ. 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. Concur Travel is also available for personal travel. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. 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. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Jacobs Medical Center, a general surgical facility and the principal. Fill out all of the necessary trip information, required fields are. edu 858-822-4572. a. Find training and resources available for using Concur Travel & Expense. Method 1: To start from Concur Requests: 2. If you accidentally select UC Office of the President, clear your browser history, repeat. Select the Requests module 3. Click on the Requests module at the top of the page, the Requests module homepage will display. ; When submitting a Services & Support ticket, provide the Request/Report IDs. 1. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. Find training and resources available for using Concur Travel & Expense. Claim Per Diem (Travel Allowances) based on input of travel dates. Log in to Concur via Single Sign-On. Rebeiz. Oracle will then provide a response to Concur to confirm the validity of. Procurement Card Delegation of Authority Request. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Log in to Concur and select a Request or Expense Report. Project Costs is designed to track detailed transactions. 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. 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. : CDW is generally included. 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. Log in to your world class Concur solution here and begin managing business travel and expenses. Make pre-travel arrangements. 2. Knowledge Base - Information Technology. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Uploading Receipts from the Computer. Concur FAQ. 2. 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. Provides tools for expense pre-authorization. Employee travelers should use their Travel &. 3. Call a Hospital Patient 858-657-7000. Payment options for human subjects may be requested through Concur. All travelers should Enroll in UC Trip Insurance. Information on the AP & Concur accrual process for fiscal close. S. S. 536000. Search Blink Search Faculty/Staff. All UC San Diego staff employees are eligible to join Career Connection. 3. ASUCLA. 2. System Login: Concur. Initial loading fee of $1. Delegates can also email receipts on behalf of another employee to receipts@expenseit.