Select the link for Get Help & Request Service. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. 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. i. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. Navigate to the Services and Support website: 2. Knowledge Base - Information Technology. Standard entertainment: Involving a guest-host. Access has been provisioned to anyone with the Oracle BI Consumer JR role. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. g. Review the written steps below. Logistics. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Select Can Book Travel for Me. 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. Health Employees: 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. Hilton La Jolla Torrey Pines. edu Travel Information Find information about business travel at UC San Diego. Find training and resources available for using Concur Travel & Expense. The source for UC San. 2. $300,000 per accident. System Status:. Search for your value in one of three ways. Select the desired hotel from the list, direct bill hotels are listed as. Sustainable Travel Guide. The last section on this page details the cash advance process for non-employees. Once approved, book your travel via Concur or with AAA Corporate Travel using your P-Card when possible. University of California, San Diegoa. 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. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. Log into Concur. a. 10. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. Oracle will then provide a response to Concur to confirm the validity of. Add their SLBO. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. See a sample transmittal letter (PDF). In Submitted by, the person who is making the request is automatically populated on the form 6. 6. Last Updated: August 28, 2023 11:41:18 AM PDT. Select the Requests module at the top of the page 3. possessions travel; Long-term travel (30 days or more) in the continental U. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel. 1. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Determine the number of miles traveled. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Call a Hospital Patient 858-657-7000. Copy the exact text and paste into the field. Concur. Log into Concur. 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. To create a Travel Request, log into Concur using your Single Sign-On. 3. 7. 1. travel (30 days or. Creating a Travel Expense Report. Concur is a secure platform for booking university business travel. Note: Files saved in the receipt bank will be available for. Concur is a secure platform for booking university business travel. Set your push preferences and other Duo options. 2. 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. After taking those steps, IPPS will ensure that the repayment will be applied. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. Request Alerts can be found above can be found above the name of the Request. Fill out all of the necessary trip information, required fields are. System Status: All Services are operating normally. Use. Click on the Requests module at the top of the page, the Requests module homepage will display. It provides information and tools to assist you in achieving greater job satisfaction, current job enhancement and lateral or upward. Select Can Book Travel for Me. Non-UCSD Employees will need to be set up in Payment Compass as a payee. Expense Types are found in each Concur document. 1. Travel & Entertainment Card. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. 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. Log into Concur using your Single Sign-On. 2. Log into Concur using your Single Sign-On. Select the Requests module, the list of Active Requests will display, to change the view, select View then select the desired Request. 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 . UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. We will add information here about the impacts on grants and. To print the Report, select Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting. To create a Travel Request, log into Concur using your Single Sign-On. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. Log in to. Reservations made for personal travel will appear in Concur under. Concur Information. 4. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Video: How to Create a Travel Request in Concur (Click above Image) 1. Travel Request in Concur. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. OFC & Concur UC San Diego, Academic Affairs - Resource Administration OSI Partners: Allorah Pradenas & Kristin Kielich. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)UC San Diego policy requires that all business travel, including employees and guests, is booked in Concur through Concur Travel. 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. Recursos en Español. Give feedback. 6. Please consult with your Fiscal Assistant and/or your Fund Manager to determine the best method of procurement for your particular situation. All UC San Diego employees have access to Concur. UC Riverside. Employees can also use Concur to book personal travel. 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. a. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. For honorarium. Check the box next to your desired transaction to select it. b. Concur will provide a best-in-class solution for booking, managing, and reconciling travel. S. Foreign visitors are issued an I-94 (arrival/ departure card) showing their travel status, which determines eligibility for reimbursement. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. Obtain cash using the Travel & Entertainment Card. Financial Unit Approval is required on every single Concur document. As our understanding of. 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,. Request and Expense Report Accounting. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 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. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. S. 4. 1. Select Connect, then a popup will appear. edu with your desired appointment day, time, and your Concur Request ID. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Select Upload Receipt Image and attach file. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Doubletree by Hilton San Diego Del Mar. 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. 4. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. possessions travel; Long-term travel (30 days or more) in the continental U. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. Learn more about Concur here. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. To download a copy, select b. 7. Forgot username. Select Profile Settings. 2. Type of Event: On Campus OR Off Campus. Follow the steps to log in. com. 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. 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. Free services. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. Check the list below to see what works best for you or your department. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Make pre-travel arrangements. Log into Concur. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. S. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. Balboa Travel combines the support of a. Expense Report Type. Cognos Analytics is UCSD's Business Intelligence tool. To Access the Approval Flow of a Request. Expense Types serve two purposes in Concur: Expense Types serve as a general. edu) and an active, paid appointment to register a new business systems account. This tutorial can assist you in assigning delegates in Concur. Once payment is processed in the bank, you will see the wire payment post in Oracle. Knowledge Base - Information Technology. 4. b. 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. Select Add an Assistant. Those receiving a role with a delegated purchasing authority ($500, $2500, $5000) will be required to watch a video on Oracle Procurement in UC Learning. 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. 5 cents. Sign in with: UC San Diego Single Sign-On Sign in with UC San Diego Single Sign-On. In Access Request, select the link for Oracle and Concur Role Requests 5. Below Requests, Select New Request. IT Services at UC San Diego leads the university’s technology to ensure your success. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. 4. Estancia La Jolla Hotel Spa. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. edu) and an active, paid appointment to register a new business systems account. 1. Request access via the IT Service Portal (also called submitting a SNOW ticket). Conectar Ven a Vernos. Choose from the following: UC San Diego Travel & Entertainment Card: Conference registration fees, hotel deposits, and required prepayments should be paid using the traveler's UC San Diego Travel & Entertainment Card. Learn about the Ecotime Campus payroll timekeeping system. 6. This article demonstrates how to log into Concur. How to act as a Delegate in Concur. To create a Travel Request, log into Concur using your Single Sign-On. Sales Tax and Use Tax information for Concur is subject to change. f. Log into Concur using your Single Sign-On, see the . Follow instructions on the “ Concur-how to add delegates1. If you are a Delegate for another user, click on the Act as Another User dropdown and you will see a box stating Act As. Last Updated: March 24, 2023 3:42:49 PM PDT. 1. 2. 1. The following content is the same as what is covered in the video, only presented in a different format. Event Location: e. Effective 01/01/22 - 06/30/22. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. 2. Expand All. 1. When a Request/Report is created, Request/Report IDs are system-generated. 2. S. A Travel Request is not needed for Mileage-Only reimbursements, start by creating an Expense Report. 2. 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. Take Me There Frequently Asked Questions Expand All How to. 1. 4. 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. 1. 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. Log in to Concur via Single Sign-On. Concur will identify the employee payee under one of the below. 2. 3. 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). Information on the AP & Concur accrual process for fiscal close. Select the Requests module at the top of the page. Reservations can not be charged to the University or the Travel &. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. 1. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. 2. In the Request Header tab, in Request Type, select Travel Request. Use tax is not captured in Concur so you won't see any use tax calculated in Concur. Travel expenses are non-taxable and based on trip type. 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. Due to switching over to new travel and financial systems. We would like to show you a description here but the site won’t allow us. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. Determine the number of miles traveled. 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. The Procurement Card, UCSD's procurement card, is the partner tool to Oracle and provides departments a way to purchase and pay for routine, low-dollar products and services from suppliers that are not part of Oracle Procurement and other on-campus retailers. 1. ucsd. Budget & Finance: Budget, finance,. Rao. 1. UC Merced. 5. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. Sales Tax and Use Tax information for Concur is subject to change. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Register online. Reservations can not be charged to the University or the Travel &. Concur Travel and Expense. Information below will encompass and expand on information that previously resided in the CoA User. ; When submitting a Services & Support ticket, provide the Request/Report IDs. Delegation must be set up for others to submit reimbursements on your behalf. Fill out all of the necessary trip information, required fields are. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. Professor [email protected] cents. Profile Icon on the upper right of page . Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. Complete your travel request in Concur prior to the trip and submit for approval. Request new roles using the Oracle and Concur Role Requests form in Services and Support. Select Add an Assistant. 3. Note: Files saved in the receipt bank will be available for. Capital and CIPBuy & Pay Tools. 3. Payment options for human subjects may be requested through Concur. Booking Guest Travel via Concur Travel. The Itemization tool is used to help ensure that the most appropriate expense types (or categorization) are selected to provide a more accurate financial picture of the incurred. Select your initials on the upper right corner of page. a. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. 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. 6. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. edu a. edu with your desired appointment day, time, and your Concur Request ID. Learn about the approval workflow in Concur. 7. 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. Review the written steps below: To Add an Out-of-Pocket Expense. Concur Travel is also available for personal travel. Guests and Other Learners. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. Note: To add a tool to this list, email Workplace Technology Services. ucsd. Make sure they have the proper visas. Video: How to Create a Travel Request in Concur (Click above Image) 1. 3. Scroll down to Available Receipts at the bottom of the page 3. 1. The preferred method of purchase should be via Oracle Procurement, Concur directly to the vendor, or. Estudiantes de Transferencia. If you accidentally select UC Office of the President, clear your browser history, repeat. UC Davis. In Travel Settings, select Assistants/Arrangers. 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. Budget & Finance. PO Requisitioner Role (formerly known as the Shopper and Department. 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 Request Header tab, make the following entries: a. 4. com by providing the user’s verified email address in the , the tool scans and digitizes your. Grande Colonial La Jolla. Health System Employees Requesting Oracle & Concur Approver Roles. At the top of the page, select the Expense module. Give feedback. 1. More information on personal bookings in Concur can be found. In the U. Remember me. 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. 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. edu with your desired appointment day, time, and your Concur Request ID. Select the Request module, then select New Request. 2. 4. Improve ease of access with a centralized list of links (e. 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. Employees can use Concur to receive UC-negotiated rates for personal travel. In. Your reservation will be in Concur under Available Expenses by the next day. In Travel Settings, select Assistants/Arrangers. Click on Create New Request . Concur: Employee reimbursements, Travel, and P Card . Provides tools for expense pre-authorization. 30. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. Your reservation will be in Concur under Available Expenses by the next day. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. 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. Scroll down to Available Receipts at the bottom of the page 3. Oracle and Concur Role Requests Blink page for. Last Updated: March 13, 2023 9:58:00 AM PDT. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Bank, and Concur. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Enter your AD username and password and click Log on to see your email. 12. Blink. Watch the Concur: Delegates Training video. Equipment Expenditure Types. Give feedback. Navigate to the Services and Support website: 2. Select Connect, then a popup will appear. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for. Select the . The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. SUploading Receipts from the Computer. Select your desired Expense Report from the Report Library. edu is UC San Diego's official booking site for all business travel, including employees and guests. 3. In the Request Header, in Request Type, select Card and Payment Products Request 5. Select the Request module, then select New Request. UC San Diego 9500 Gilman Dr. 5. Contact us today. Ayuda Financiera. Last day to submit Concur Travel Expense Reports (with required documentation and final departmental approval) for June posting. 3. The University reimburses its employees' travel expenses (i. Select Profile Settings. Helpful articles. 1. Who can access Concur. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. A self-service online payee registration and payment status tool for UC. Expenses should be submitted within *21 days. Doubletree by Hilton San Diego Mission Valley. 4. Enter the name of the desired Travel Assistant. Request a cash. Assistant Professor jipoveda@ucsd. Use single-sign-on to log in. Once you select the name it will be added to your attendee list. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. COA Account.