Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. Request Type: Event Request. concur. edu . Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. 1. Username, verified email address, or SSO code. The Financial Unit Approvers are chosen via the Approver field on the Report Header when creating a Concur document. 4. Follow these steps to rent from one of the car rental agencies with a UC agreement. Departmental Exchange servers. To Act as a Delegate for Another User. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. In addition, associated taxes will be withheld from the employee’s next payroll. Programmatic activities: In connection with student programs, community support or on-the-job meals. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. 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. 2. 2. Concur. In. Find training and resources available for using Concur Travel & Expense. UCSD Undergraduate/Graduate Course via Concurrent Enrollment - Already an enrolled UC San Diego student and working toward a degree UCSD Undergraduate/Graduate Course using Employee Discount - Employee-Student Program. Will you be traveling soon? Check out the Hot Topics video for a refresher on tips & tricks on booking travel and an overview of the Concur Mobile App and TritpIt Pro! Concur on Your Device. Select the link for Get Help & Request Service. 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. 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. Health System Employees Requesting Oracle & Concur Approver Roles. Log into Concur. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. 3. Login to Oracle Oracle replaces Marketplace as UC San Diego's eProcurement site. 1. UC Davis. Ayuda Financiera. The University reimburses its employees' travel expenses (i. Steps to Take. Log into Concur. , select an applicable meal T&E charge, and click. We would like to show you a description here but the site won’t allow us. Skip to page content. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. 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. 7. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Reservations made for personal travel will appear in Concur under. 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. SUploading Receipts from the Computer. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. 4. Determine the number of miles traveled. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. 4. Are there additional resources? How do I write a strong business purpose? How do I add someone as a delegate? Are there walkthrough videos? Concur. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. f. 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. Log in to. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. Finance. Fill out all of the necessary trip information, required fields are. Hotels available for this program: Best Western Premier Hotel Del Mar. 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 . Give feedback. 2. 4. 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. Card products include Travel & Entertainment Cards, and Procurement Cards (P-cards),. While the latest versions of most internet browsers will work for Concur, Google Chrome is the. More specifically, Oracle ensures that UC San Diego's culture of innovation, ambition, and. Concur Travel is also available for personal travel. Forgot username. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Type of Service: Catering - Full Service OR. 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. 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. If this is your first time logging into Concur, you will be asked to select between UC Office of the President or UC San Diego, select UC San Diego 3. Select the Requests module at the top of the page 3. 16 cents per mile. This is the type of expense report. Visa Gift Card. 12. We will add information here about the impacts on grants and. Take Me There Frequently Asked Questions Expand All How to. If you accidentally select UC Office of the President, clear your browser history, repeat. Ecotime is a flexible payroll reporting tool that automates complicated pay calculations, provides agility in implementing wage and hour changes and strengthens compliance. Select Can Book Travel for Me. SRent a Pedego electric bike and pedal your way around the city’s landmarks. 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 following sections of this page detail specific tasks that most employees will need to perform in the application. The Create New Request pop-up will display. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. b. The department will. Payees can register to do business with UC San Diego, and update their information all in one place. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. Obtain cash using the Travel & Entertainment Card. , Concur freezes up, OFC slow, etc. Delegates can also email receipts on behalf of another employee to receipts@expenseit. Concur Travel and Expense. In Request Header tab, make the following entries: a. Concur is a secure platform for booking university business travel. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Buy & Pay. 3. Register additional devices. Note: Files saved in the receipt bank will be available for. Select Upload Receipt Image and attach file. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Select Expense Preferences. 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. com receipts@concur. 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. Contact us today. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. 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. Request Header. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. Navigate to the Services and Support website: 2. 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. Travel expenses are non-taxable and based on trip type. Follow the steps to log in. Make an Appointment 800-926-8273. In Access Request, select the link for Oracle and Concur Role Requests 5. possessions travel; Long-term travel (30 days or more) in the continental U. 2. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. How Concur works. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. 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. An example of where the Concur Expense Type is located can be found below. Dependent care cost at conference site. 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. Log in to Concur and select a Request or Expense Report. UC San Diego business travel and entertainment in compliance with policy generally does not result in additional taxable income to the employee. 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 &. Visa Gift Card. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Select Profile. In. The University reimburses its employees' travel expenses (i. 2. Navigate to the Services and Support website: 2. Expense Report Alerts can be found above the name of the Expense Report. Select Profile at the top-right corner. Note: Files saved in the receipt bank will be available for. Non-UCSD Employees will need to be set up in Payment Compass as a payee. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. This will be key information for any Fund Managers or Financial Unit approvers who are seeking to further understand the intricate relationships between the two programs. e. In Access Request, select the link for Oracle and Concur Role Requests 5. 3. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. S. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. When creating a Travel Request in Concur, indicate the visa type and retain a copy of the passport pages or I-94 in your area. Expense Types serve two purposes in Concur: Expense Types serve as a general. Grande Colonial La Jolla. Log into Concur using your Single Sign-On. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. g. 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). 3. 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. In the Request Header tab, in Request Type, select Travel Request. 3. 3. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. 2. 00. 1. Online Resources. After taking those steps, IPPS will ensure that the repayment will be applied. (Staff who do not have access should request the Oracle role. Travel: Concur Travel module is UC San Diego's direct booking tool where users can access UC-negotiated rates. How to act as a Delegate in Concur. Log into Concur using your Single Sign-On; Click on the Requests module; Click on Create New Request; Complete the Request Header, all fields with a red asterisk are required. Review the written steps below. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. Once payment is processed in the bank, you will see the wire payment post in Oracle. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. Expand All. Code (preferred): copy and paste six-digit code into the field. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. ucsd. Select the box next to A Delegate for another user who has. Sustainable Travel Guide. 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. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 2. For honorarium. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies. Conectar Ven a Vernos. Employee travelers should use their Travel &. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 2. See a list of common routine items you can buy with the Procurement and. $75. Check the list below to see what works best for you or your department. 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. 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. Knowledge Base - Information Technology. Per diem applies to the following travel situations: Foreign travel. 2. 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. 4. Review the Status of the Request. Select Add an Assistant. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Log into Concur. 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. UCSD IPPS pays University Card charges on a daily basis, so any payments due to the University should be made back to IPPS versus UCSD home departments or US Bank. View SLBO's resources for. ) All personal bookings require a personal form of payment. Select Profile Settings. How to Buy From the UC San Diego Bookstore. La Jolla, CA 92093 (858). 5. Skip to Step 7 below. Travel program negotiated rates, benefits, and value added services are only available if travel is booked through Balboa Travel (Concur) or Kahala Travel (for specific federally funded travel. Travel & Entertainment (T&E) Card. More on T&E Card. 11. We may be able to remove these Projects from Concur at a future date; 1. 2. 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 . Select the link for Get Help & Request Service. 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. 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. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. 2. Read more about Chart String Concepts here. 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. edu a. Concur is a secure platform for booking university business travel. In the Report Header, fill out all the required fields. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. The process outlined. Note: Additional information about the Procurement Card, including processing information, can be found on the overview page. 00 per gift card. 4. All UC San Diego employees have access to Concur. Oracle, Concur, Services & Support), which. Concur identifies the employee payee under Payment Type: Payment to Employee as the user submitting the Expense Report, or the user that the delegate is acting on behalf of; To process a Procurement Card Expense Report on behalf of another UCSD employee, the employee will need to add you as their delegateA brief description on the different ways to be paid by UC San Diego. 4. Give feedback. Follow instructions on the “ Concur-how to add delegates1. 1. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. a. Enter dates and add UCSD address in the Reference Point field. 3. 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. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. To set up a Request Delegate, perform the following steps (which correspond. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. Event Name: c. Embassy Suites San Diego La Jolla. 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 Travel Expense Report. Expense Report Alerts can be found above the name of the Expense Report. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. Travel & Entertainment Card. Hospitality contracts are for hotels, venues, or restaurants that are requesting a signature containing terms and conditions. 1. Select the link for Get Help & Request Service. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. 3. From the Concur home page, select Requests. Follow these steps to arrange rental with Enterprise. 4. Enter dates and add UCSD address in the Reference Point field. Concur FAQ. S. Offset Per Diem by T&E Card charges. Clearing of the credit memo is done monthly after the month-end ledger closing. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. 4. 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. 5 cents. 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. Reservations made for personal travel will appear in Concur under. Knowledge Base - Information Technology. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. Helpful articles. How Concur works. Improve ease of access with a centralized list of links (e. This article reviews UCSD Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financial Cloud (OFC) and Concur; Information below will encompass and expand on information that previously resided in the CoA User Guide; The final part of this article will address UCPath Chartstring requirements1. e. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. M&IE isn't Per Diem, which applies to long-term U. Give feedback. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. ucsd. Method 1: To start from Concur Requests:. How Concur works. In Submitted by, the person who is making the request is automatically populated on the form. In. ASUCLA. Alaska, Hawaii, or U. Budget & Finance Knowledge Base - How to Calculate Per Diem for Travel in Concur - Services & Support. The Active Requests page displays, select the desired Request. 4. *For individual business travel, visit Concur: Booking Travel or to set up payment for department meetings visit Meetings and Entertainment for additional details. All UC San Diego employees have access to Concur. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Employees can also use Concur to book personal travel! BOOK NOW. UC San Diego. Bank, and Concur. UC Merced. 4. Employees may update their payee information in UCPath. Definitions. Helpful Links once your Health AD login is active (Pulse. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. 2. i. Payment options for human subjects may be requested through Concur. Travel Arranger / Assistant. 2. 3. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. Student Awards: 536300: Y: E. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. Request Alerts can be found above can be found above the name of the Request. Payment options for human subjects may be requested through Concur. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Fraudulent Charge. In Requests, select Create New Request. The amount of the reimbursement will not exceed six (6) months of the lease or $25,000,whichever is less, including any penalty paid to terminate the lease. No. 2. All UC San Diego employees have access to Concur. 3. edu. Concur Travel is also available for personal travel. 4. Air travel accounts for over 11% of UC San Diego’s total greenhouse gas emissions. Canadian visitors:. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. Standard entertainment: Involving a guest-host. 30. How Concur works. This tutorial can assist you in assigning delegates in Concur. Select the Requests module 3. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. ucsd. 3. Estudiantes de Transferencia. 3. 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. Select Upload Receipt Image and attach file. Institution Review Board (IRB) Research at UCSD using a human subject must be approved by the Institutional Review Board (IRB) which is an independent committee that protects the rights and well-being of research subjects. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. If you need to add or remove role request approvers submit a ticket. 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. 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 . To create a Travel Request, log into Concur using your Single Sign-On. 4. Log into Concur 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. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line; Business Analytics Hub; Campus Space Management (Tririga) CAMS; Ecotime Campus; EmployeeLink;. Comunidad y Cultura. Type of Event: On Campus OR Off Campus. 2. Collision. Before booking any travel, your trip should be authorized by the University by creating a trip request. Set your push preferences and other Duo options. com by providing the user’s verified email address in the , the tool scans and digitizes your. edu with your desired appointment day, time, and your Concur Request ID. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. 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. Watch the Concur: Delegates Training video. In Travel Settings, select Assistants/Arrangers. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. 5. An Active Directory (AD) account provides access to: ITS academic computer labs. Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request. 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. 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. UC Riverside. Request new roles using the Oracle and Concur Role Requests form in Services and Support. Watch the Concur: Delegates Training video. 1. Give feedback. Select the link for BUDGET & FINANCE. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. 1. Last Updated: August 28, 2023 11:41:18 AM PDT. Navigate to the Services and Support website: 2. Information from Blink on how to use the T&E Card for official UC San Diego business. 3. Select Connect, then a popup will appear. 6. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts.