Dependent care provider fees or childcare costs that exceed the cost of normal childcare. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Forgot username. 1. 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. View SLBO's resources for Concur including the direct Concur website, "how-to" knowledge based articles, tips & tricks, and answers to frequently asked questions. Select Profile Settings. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. 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. More on T&E Card. As part of the protocol and informed consent process, the IRB reviews all aspects of compensation and. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Last Updated: March 13, 2023 9:58:00 AM PDT. This report shows all expenses assigned to a Concur Expense Report. The following sections of this page detail specific tasks that most employees will need to perform in the application. 1. Search Blink Search Faculty/Staff. Concur. Air travel accounts for over 11% of UC San Diego’s total greenhouse gas emissions. In the left task pane, in or in the Expense Settings section select Expense Delegates. Scroll down to Available Receipts at the bottom of the page. More Specifically: Concur (Access or Role Inquiries) If you are not a UCSD employee or a sponsored affiliate, a faculty or staff member at UC San Diego needs to process your reimbursement. edu 858-534-6237. The portal is divided into 5 major areas: Advancement: Support for engegement, stewardship, and philanthrophy. Booking Guest Travel via Concur Travel. 2. Clearing of the credit memo is done monthly after the month-end ledger closing. Video: How to Create a Travel Request in Concur (Click above Image) 1. You will need a valid UCSD email address (abcd@ucsd. Travel expenses are non-taxable and based on trip type. Check the list below to see what works best for you or your department. correct delegates in your Concur profile . From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Your reservation will be in Concur under Available Expenses by the next day. All UC San Diego employees have access to Concur. To set up a . Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. Learn about the approval workflow in Concur. UCLA. 3. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. 11. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. concur. Select the desired Expense Report. 2. 5. Concur Basics. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Knowledgeable agents are standing by to assist you. Employees can also use Concur to book personal travel. 1. Elevated roles are typically for IT Services & Campus Central Office staff only. Select Add an Assistant. 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. To set up a Request Delegate, perform the following steps (which correspond. Ramesh R. An Active Directory (AD) account provides access to: ITS academic computer labs. The employee must adequately account to UC San Diego for expenses within a reasonable period of time. Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. Check your UCSD email securely from home or a public computer: Open your Web browser and go to UCSD Web Access. Learn about the Ecotime Campus payroll timekeeping system. Concur FAQ. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for. Canadian visitors:. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. Information on the AP & Concur accrual process for fiscal close. Follow instructions on the “ Concur-how to add delegates1. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. For a foreign visitor, having the appropriate visa type. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. Payees can register to do business with UC San Diego, and update their information all in one place. Offset Per Diem by T&E Card charges. Click on a payment option to learn more about that specific option. , select an applicable meal T&E charge, and click. Select the link for BUDGET & FINANCE. 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. Select the Request module, then select New Request. Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Follow these steps to arrange rental with Enterprise. In the Request Header tab, in Request Type, select Travel Request. 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. 00. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. 2. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. 1. Select the approved Travel Request, and under the Action select Expense; this action will populate CoA information from the Travel Request to the Travel Expense . 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. University of California, San Diegoa. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. Email: connexxus@kahalatravel. 5. 2. 3. 2. Oracle Financials Cloud is UC San Diego's eProcurement site, a modern solution for the university’s business needs. edu, not [email protected]. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. 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. Log in to. An example of where the Concur Expense Type is located can be found below. 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. PO Requisitioner Role (formerly known as the Shopper and Department. No. Enter your AD username and password and click Log on to see your email. Complete the required Procurement Card Department Administrator form (PDF). 1. 1. Concur. ; Out of Pocket Expenses: (e. Finance. Select Can Book Travel for Me. 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. Financial Unit (FinUnit) Approver. 1. Type of Event: On Campus OR Off Campus. Use single-sign-on to log in. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. Log in to Concur and select a Request or Expense Report. 4. Concur. Note: Payment must be paid by UC San Diego and not by the individual employee. 2. S. concur. The Procurement Card process involves the cardholder, U. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Please email [email protected] the Concur Travel page select "Book for a guest" and then click on the hotel search icon. 5. Use a wire only if there is no other option (e. Concur is a secure platform for booking university business travel. Collision. 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). 2. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Last Updated: May 5, 2023 2:44:37 PM PDT Give feedback View more information about reports that display data from the Concur Expense module and UC. Select type of trip search (airfare, car rental, hotel, train) 10. Select Upload Receipt Image and attach file. UCSD Equipment ; 163001 . Employees can also use Concur to book personal travel! BOOK NOW. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. To Submit an Event Expense Report. 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. In the Request Header, review and verify the Fund, Financial Unit, Function, Program, Location, Project, Task, and Funding. Blink Blink. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Expense Report Type. The following content is the same as what is covered in the video, only presented in a different format. Budget & Finance. Video: How to Create a Travel Request in Concur (Click above Image) 1. Per diem applies to the following travel situations: Foreign travel. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. 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. Code (preferred): copy and paste six-digit code into the field. 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. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. 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. To create a Travel Request, log into Concur using your Single Sign-On. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. 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. Cash advances issued by UC San Diego Travel are limited to exceptional situations, especially for employees who are to use the Travel & Entertainment Card to access cash during authorized trips. If an individual pays for the. Watch the Concur: Delegates Training video. S Uploading Receipts from the Computer. 2. 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. Select Upload Receipt Image and attach file. Event Name: c. 1. Find out about rental car coverage. ucsd. All UC San Diego employees will automatically have access to Concur. Log into Concur. 4. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Once you select the name it will be added to your attendee list. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. Effective 01/01/22 - 06/30/22. View SLBO's resources for. Click on the Requests module at the top of the page, the Requests module homepage will display. In Travel Settings, select Assistants/Arrangers. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. 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. Select your initials on the upper right corner of page. 3. Balboa Travel combines the support of a. In the Request Header tab, in Request Type, select Travel Request. In Submitted by, the person who is making the request is automatically populated on the form. b. Equipment Expenditure Types. To create a Travel Request, log into Concur using your Single Sign-On. Register online. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. Select Budget & Finance. In the Request Header tab, in Request Type, select Travel Request. 6-HELP. Sustainable Travel Guide. edu or in person to set up a trip by providing trip information, dates, project number and name of event. Benefits: Eliminates out-of-pocket expenses: All transactions on the corporate billed Travel & Entertainment Card are automatically billed to UCSD and will post in Concur within 2 business days. a. 2. Skip to page content. Mas. 2. Select the box next to A Delegate for another user who has. E. 6. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. 7. This will be the number used to search for the. Expense Report Alerts can be found above the name of the Expense Report. g. Select Connect, then a popup will appear. This is usually the first approval required after a document is submitted. 1. Make an Appointment 800-926-8273. This is set up by the department once you have completed employment forms. Email (including Gmail) OneDrive, GDrive, Teams. ” Click the link in the email (or cut and paste the address into your active browser session). $45. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. 2. Concur Request and Expense Report Accounting. 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. Welcome to Concur. 3. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. edu. Concur. Employee travelers should use their Travel &. 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. In addition, associated taxes will be withheld from the employee’s next payroll. Health System Employees Requesting Oracle & Concur Approver Roles. ; The Report Key can be used in Oracle to. UC San Diego has streamlined the process for. 1. 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. In Request Header tab, make the following entries: a. 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. S. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. Although certain categories, such as late submissions, unsubstantiated expenses, or employee. Select the link for BUDGET & FINANCE. 5 hrs Recommended Participants: Travel Arrangers, Delegates, Travelers and Financial Managers Course Overview: The course will include an in-depth explanation of topics. Hilton La Jolla Torrey Pines. To provide a lecture on XYZ to UC San Diego medical students: B-1, WB, J-1: Yes: To install and train on research equipment for PI Smith’s lab:1. SSimply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. 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). g. 1. 2. Log into Concur using your Single Sign-On. 4. As the university determines whether changes to benefit rates are required or allowable (for instance, to include things like childcare for Postdoctoral Scholars), those rates will be updated. edu is UC San Diego's eProcurement site, a modern solution for the university’s business needs. UC San Diego. Follow these steps to rent from one of the car rental agencies with a UC agreement. 3. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. 1. On the opening screen,. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . To add, change, or remove the Supervisor approver from the user’s Profile, submit a Services & Support case to IPPS (*More Specifically: as applicable) to request that the Supervisor Approver be updated, removed. 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. Select Profile. 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. Expenses should be submitted within *21 days. 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 you purchase equipment, accessories, or fabrications for your department, you must use specific Expenditure Types. Log in to Concur via Single Sign-On. Accepted by all vendors that take VisaClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. 2. Learn more about Duo. Budget & Finance Knowledge Base - How to Calculate Per Diem for Travel in Concur - Services & Support. 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). Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. View the Alerts at the top of the page. Select your initials on the upper right corner of page. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. ucsd. Reservations can not be charged to the University or the Travel &. Take your. Knowledge Base - Information Technology. Method 1: To start from Concur Requests:. 4. possessions travel; Long-term travel (30 days or more) in the continental U. All Travel and Entertainment Card Product transactions (including T&E Card, CTS Air, CTS. 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. Improve OFC/Concur functionality and speed (e. Expense Report Alerts can be found above the name of the Expense Report. Type of Service: Catering - Full Service OR. Learn about SAP Concur for your business. S. 4. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 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 UC San Diego employees will automatically have access to Concur. Fiscal Closing 2022–2023:. Procurement. These can be deleted by checking the box next to the charge and selecting. To create a Travel Request, log into Concur using your Single Sign-On. 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 . Fill out all of the necessary trip information, required fields are. You can select multiple expenses to allocate all of them to the same chart string if desired. An approved funding source is required for all. Capital and CIPBuy & Pay Tools. Call a Hospital Patient 858-657-7000. Supports approval workflow routing, expense item capture, and expense report creation for end. UC San Diego UC San Diego. b. Learn how to update your personal email address on UC Path (Support Portal). Required when booking travel through Concur/Balboa Travel. Register your phone or other device. Definitions. 4. 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 . 3. 1. g. Oracle will then provide a response to Concur to confirm the validity of. Call Today! Known Finance Systems Issues. Scroll down to Available Receipts at the bottom of the page 3. 1. 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. 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. , Concur freezes up, OFC slow, etc. 7. Concur FAQ. 2. Select Expense Preferences. Review the following locations in Concur for COA/POETAF potential errors:. UC Riverside. $75. Contact us today. ucsd. 2. Complete the Student Certification for Business-Related Travel and supporting documents. Select the link for BUDGET & FINANCE. Instructions for Catering: Visit UC San Diego Catering to review your on-campus, full-service catering options. ***For event types that require an Attendee list, please see the separate. Claim Per Diem (Travel Allowances) based on input of travel dates. Concur/Payment Request (for non-PO payees or Guest Travelers) Oracle (for PO payees) Empty (for employees) Employees need to be reimbursed on their own Concur account - they cannot be selected as a Non-Employee Payee in Concur or the Payment Request form. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. From Concur Requests, locate the approved Request and click the Create Expense Report button on the top right corner. SAP Concur is UC San Diego's application for travel and expense processing. To set up a Request Delegate, perform the following steps (which correspond. Select the desired hotel from the list, direct bill hotels are listed as. $300,000 per accident. 6.