The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. 2. Click on Create New Request . This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. f. a. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. 2. 2. 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. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. edu 858-822-4572. 3. Embassy Suites San Diego La Jolla. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. Health System Employees Requesting Oracle & Concur Approver Roles. Travel Arranger / Assistant. Select Connect, then a popup will appear. Select the Request module, then select New Request. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 3. Offset Per Diem by T&E Card charges. Expense Report Alerts can be found above the name of the Expense Report. Payment options for human subjects may be requested through Concur. Select the link for BUDGET & FINANCE. Select the link for BUDGET & FINANCE. 11. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Please email paymentservices@ucsd. 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. 3. 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. 6-HELP. In Request Header tab, make the following entries: a. Doubletree by Hilton San Diego Del Mar. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Fill out all of the necessary trip information, required fields are. Balboa Travel combines the support of a. possessions travel. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. Long-term travel (30 days or more) in the continental U. Daycare program payment at home. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. 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. a. Concur FAQ. 4. 6. 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. Select the Requests module 3. An approved funding source is required for all. Select Connect, then a popup will appear. Estancia La Jolla Hotel Spa. Concur is a secure platform for booking university business travel. Elevated roles are typically for IT Services & Campus Central Office staff only. All UC San Diego employees will automatically have access to Concur; Sponsored affiliates should work with their department's DSA to establish access, provided they have access. The department will. As our understanding of. Travel: Concur Travel module is UC San Diego's direct booking tool where users can access UC-negotiated rates. Determine payment method. M&IE isn't Per Diem, which applies to long-term U. If the Request is not pending approval or is already approved, select the Request. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. In the Request Header tab, in Request Type, select Travel Request. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Log into Concur using your Single Sign-On, see the . The Active Requests page displays, select the desired Request. 6. Procurement Card Delegation of Authority Request. Log in to. For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. 2. In. Click the box next to "Remember me for 7 days". 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. See below for instructions on how to request a cash advance for employees. Click on Create New Request . 2. Although certain categories, such as late submissions, unsubstantiated expenses, or employee. Financial Unit Approval is required on every single Concur document. Supports approval workflow routing, expense item capture, and expense report creation for end. 4. Provides tools for expense pre-authorization. Employees may update their payee information in UCPath. Event Location: e. 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. 1. Obtain cash using the Travel & Entertainment Card. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. Hilton La Jolla Torrey Pines. 4. Concur is a secure platform for booking university business travel. Navigate to the Services and Support website: 2. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. possessions travel; Long-term travel (30 days or more) in the continental U. Log into Concur. In the left task pane, in or in the Expense Settings section select Expense Delegates. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. 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. Request Alerts can be found above can be found above the name of the Request. 1. The Department of Urban Studies & Planning within the Division of Social Sciences at the University of California, San Diego, is seeking to make appointments at the Lecturer Academic Year (Unit 18-Non-Senate Faculty) level for both its majors: 1) Urban Studies and Planning and 2) Real Estate and Development. edu or call. UC Merced. 1. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. The process outlined. ) All personal bookings require a personal form of payment. 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. Select the Request module, then select New Request. 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. Type of Service: Catering - Full Service OR. 4. Improve OFC/Concur functionality and speed (e. 2. Select Upload Receipt Image and attach file. The following sections of this page detail specific tasks that most employees will need to perform in the application. Select Profile at the top-right corner. Select Upload Receipt Image and attach file. In the Request Header tab, in Request Type, select Travel Request. Forward the email with your receipt image as an attachment or in the body of the email to receipts@expenseit. To set up a . Need help signing in. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. In addition, associated taxes will be withheld from the employee’s next payroll. The T&E charge in. Note: If above and beyond regular dependent care costs, as temporary during travel period, and directly result from travel to a conference for a federal award. 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. 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. The timeframe for submission of travel and entertainment expense claims includes review and approval by the department. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Cognos Analytics is UCSD's Business Intelligence tool. A brief description on the different ways to be paid by UC San Diego. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Log into Concur using your Single Sign-On. Watch the Concur: Request and Expense Report Status Training Video Video: How to Check the Status of a Concur Request and Expense Report (Click above image) 2. 7. 5. ucsd. 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. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. 3. The report displays Concur Expense Report details, enabling the user to review multiple Concur expense reports at once using various prompts. Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request. 1. Last Updated: August 28, 2023 11:41:18 AM PDT. Method 1: To start from Concur Requests:. PO Requisitioner Role (formerly known as the Shopper and Department. Concur Expense Types. Check your UCSD email securely from home or a public computer: Open your Web browser and go to UCSD Web Access. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. ) 7. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. 5 cents. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. A Travel Request is not needed for Mileage-Only reimbursements, start by creating an Expense Report. Dependent care cost at conference site. 2. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. All UC San Diego employees will automatically have access to Concur. 3. See a list of common routine items you can buy with the Procurement and. The Procurement Card process involves the cardholder, U. Email (including Gmail) OneDrive, GDrive, Teams. To create a Travel Request, log into Concur using your Single Sign-On. 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. Knowledgeable agents are standing by to assist you. ucsd. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. UC San Diego 9500 Gilman Dr. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. Request Header. We may be able to remove these Projects from Concur at a future date; 1. ucsd. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. 7. Concur. 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. All travelers should Enroll in UC Trip Insurance. com receipts@concur. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. 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. Visa Gift Card. Expense Types are found in each Concur document. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. Event Name: c. Helpful articles. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Log in to. Travel expenses are non-taxable and based on trip type. , select an applicable meal T&E charge, and click. Give feedback. 4. Log into Concur using your Single Sign-On. Select Upload Receipt Image and attach file. 3. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 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. Select Add an Assistant. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Travel Arranger / Assistant. $45. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. PO Requisitioner Role (formerly known as the Shopper and Department Buyer Roles. Most employees will need two UCSD accounts - Active Directory and Single Sign On - in order to access UC and campus systems. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. S. 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. 3. 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. 2. 1. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Payees can register to do business with UC San Diego, and update their information all in one place. To set up a Request Delegate, perform the following steps (which correspond. Concur FAQ. UAW Agreement Sponsored Project FAQs. 4. 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. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Note: Files saved in the receipt bank will be. S. This article demonstrates how to log into Concur. Concur is a secure platform for booking university business travel. Recursos en Español. If you are an employee and are already set up to receive direct deposit (ACH) through the Payroll system, you do not need to also enroll in the Disbursements. Travel Request or an Event Request: If a Travel Request or an Event Request contains a Project value (either in the Request/Report Header or in an allocation), the amount charged to the Project will appear as a commitment (also known as a lien) on. 2. Select the Requests module, the list of Active Requests will display, to change the view, select View then select the desired Request. possessions travel; Long-term travel (30 days or more) in the continental U. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. Learn more about Concur here. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. Mas. 1. View the Alerts at the top of the page. Once you select the name it will be added to your attendee list. Doing so will authorize signature authority across all systems. Estudiantes de Transferencia. 536000. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Review the written steps below. 1. Type of Event: On Campus OR Off Campus. The new invitation form will ask campus clients to identify up front the UC San Diego system used to issue payment to the payee (e. This report shows all UC San Diego card holders that have utilized their university card product. SSimply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. Log into Concur using your Single Sign-On. 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. Scroll down to Available Receipts at the bottom of the page. Select your desired Expense Report from the Report Library. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image). edu 858-534-6237. 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. 2. Access Health Sciences, Medical / Pharmacy School, or. 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. 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. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. Fill out all of the necessary trip information, required fields are. The University reimburses its employees' travel expenses (i. Based on the services your company has from SAP Concur, the mobile app includes: 1. 4. 1. 2. 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. Select Request module at the top of the page 3. 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. 3. Reduce Per Diem for meals that are provided by conferences, etc. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. Original receipt required for reimbursement for any dollar amount: Airfare. Pulse offers various applications, such as the Clinical Web Portal, the Business Contracting website, and UCSD JobLink. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Professor [email protected] cents. All UC San Diego employees have access to Concur. 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. Travel & Entertainment payments simplified! With UC San Diego’s new T&E Card program all transactions are automatically paid and flow into Concur for a streamlined reconciliation process. The Expense Report will copy the information you had previously entered in the Request Header to the Report Header. 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. edu is UC San Diego's official booking site for all business travel, including employees and guests. Employee travelers should use their Travel &. 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. Select Profile. Budget & Finance. To set up a Request Delegate, perform the following steps (which correspond. Expense Types serve two purposes in Concur: Expense Types serve as a general. 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. UCSD Gift Cards (Awards/Recognition), for a Gift Card for an Employee or Non-Employee b. UC Riverside. 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. 1. a. Concur. Log into Concur using your Single Sign-On 2. 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. 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. Watch the Concur: Delegates Training video. Notice: UC San Diego travel policy, as published in Blink, is decisive. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel. Select the link for BUDGET & FINANCE. Click on a payment option to learn more about that specific option. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards. Rao. Watch the Concur: Delegates Training video. List of Tools/ Applications. Log in to Concur and select a Request or Expense Report. How to act as a Delegate in Concur. 3. ) All personal bookings require a personal form of payment. Effective 01/01/22 - 06/30/22. Concur is a secure platform for booking university business travel. edu or in person to set up a trip by providing trip information, dates, project number and name of event. Canadian visitors:. Ecotime is a flexible payroll reporting tool that automates complicated pay calculations, provides agility in implementing wage and hour changes and strengthens compliance. UC San Diego 9500 Gilman Dr. b. Select Report Details, then select. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. g. Departmental Exchange servers. S. When creating the expense for the Concur Expense Report, enter a note as to the approved use of surface transportation in lieu of air travel and attach documentation that supports the cost. 2. This report shows all expenses assigned to a Concur Expense Report. Per diem applies to the following travel situations: Foreign travel. S. Check the box next to your desired transaction to select it. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. Log in to your world class Concur solution here and begin managing business travel and expenses. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. edu with your desired appointment day, time, and your Concur Request ID. 3. 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. In Access Request, select the link for Oracle and Concur Role Requests 5. Oracle and Concur Role Requests Blink page for. 5 hrs Recommended Participants: Travel Arrangers, Delegates, Travelers and Financial Managers Course Overview: The course will include an in-depth explanation of topics. 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. possessions travel; Long-term travel (30 days or more) in the continental U. edu, not [email protected]. The new contracts negotiated by UAW for Academic Researchers, Postdoctoral Scholars, Graduate Student Researchers, and Academic Student Employees will have impacts both on current “in-flight” grants and future grant proposals. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. Contacts. The Create New Request pop-up will display. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. To lookup an approved Concur Expense Report, in Oracle that was approved on or after 2/16/2021, enter: TE_[Report ID] d. 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. Log into Concur. 1. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Sign In. Uploading Receipts from the Computer. Procurement Card Expenses. Forgot username. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. Oracle and Concur Role Requests Blink page for information on how. Select Profile Settings. 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. 11. UC San Diego Students, Faculty and Staff. 5. To Access the Approval Flow of a Request. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. 4. UCLA. 00 per gift card. Your reservation will be in Concur under Available Expenses by the next day. Wire transfer payments is a manual payment process; the turnaround time is 7-10 business days from the date the wire request is approved by your department. Employees can use Concur to receive UC-negotiated rates for personal travel. System Status:. In Travel Settings, select Assistants/Arrangers. How Concur works.