Concur transactions will use OneSource in Oracle to calculate use tax based on. Facilitate approval process with accurate and complete claims. System Login: Concur. Select the box next to A Delegate for another user who has. 5. While the latest versions of most internet. Travel & Entertainment (T&E) Card. Yes. S. Doubletree by Hilton San Diego Del Mar. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. Fill out all of the necessary trip information, required fields are. In. In the left task pane, in or in the Expense Settings section select Expense Delegates. The department will. Last Updated: July 17, 2023 1:01:51 PM PDT Give feedback View more information about reports that display data from the Concur Expense module and UC San Diego Credit. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 536000. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. You will need a valid UCSD email address (abcd@ucsd. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . concur. 3. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. Log in to. Notice: UC San Diego travel policy, as published in Blink, is decisive. ) Bookings also include automatic registration in. The following content is the same as what is covered in the video, only presented in a different format. UC San Diego Medical Center, the focal point for our education and community service missions. edu. Log in to Concur via Single Sign-On. Make an Appointment 800-926-8273. Note: Payment must be paid by UC San Diego and not by the individual employee. Log in to your world class Concur solution here and begin managing business travel and expenses. 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. 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 . Expense Report Type. Blink. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Either: Copy the six-digit code or the exact. An approved funding source is required for all. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Select the link for BUDGET & FINANCE. Blink Blink. edu is UC San Diego's official booking site for all business travel, including employees and guests. More information on personal bookings in Concur can be found. edu) and an active, paid appointment to register a new business systems account. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Supplies: 522201: Y: Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section. edu, is UC San Diego's eProcurement site. 4. edu is UC San Diego's official booking site for all business travel, including employees and guests. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Select the link for Get Help & Request Service. Copy the exact text and paste into the field. To create a Travel Request, log into Concur using your Single Sign-On. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. Payees can register to do business with UC San Diego, and update their information all in one place. You can make purchases at the UC San Diego Bookstore in several ways. 2. If you need to add or remove role request approvers submit a ticket. Effective 01/01/22 - 06/30/22. Log into Concur. In 2020 UC San Diego launched a new Financial Information System (FIS) that continues to unveil financial business processes and reporting needs for the general ledger, expense and revenue management, and budget governance through Oracle Financials Cloud, Concur, and Oracle Planning and Budgeting. In Submitted by, the person who is making the request is automatically populated on the form 6. Booking Travel Best Practices. Guests and Other Learners. Log into Concur using your Single Sign-On. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 1. b. Select Connect, then a popup will appear. 2. Bank, and Concur. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Check your UCSD email securely from home or a public computer: Open your Web browser and go to UCSD Web Access. 1. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. ; The Report Key can be used in Oracle to. Register online. Reservations made for personal travel will appear in Concur under. Select Profile at the top-right corner. Complete your travel request in Concur prior to the trip and submit for approval. Complete the required Procurement Card Department Administrator form (PDF). Select the module from the top of the screen. Helpful articles. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. com by providing the user’s verified email address in the , the tool scans and digitizes your. Please email paymentservices@ucsd. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. edu 858-822-4572. Event Location: e. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. ucsd. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. 6. In. ) All personal bookings require a personal form of payment. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. Select your desired Expense Report from the Report Library. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. 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. 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. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. Click the box next to "Remember me for 7 days". Skip to page contentIn Concur, a specific COA Account is associated with each Event Expense Type in the Report Type:. 3. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. 1. g. Procurement Card Benefits. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. In. In the meantime, here is a on the new UI updates. To set up a Request Delegate, perform the following steps (which correspond. 2. For more information on creating a Travel Request or an Event Request, please review the appropriate KBAs Per diem is a daily amount to cover meal expenses for UC San Diego employees and guest travelers traveling on official UC San Diego business. 6-HELP. Gabriel M. This article provides instructions on how to login to Oracle Financials Cloud (OFC). Give feedback. 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. 4. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. Travel Arranger / Assistant. 3. Event Name: c. 1. 2. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. Note: To add a tool to this list, email Workplace Technology Services. Budget & Finance. Email: connexxus@kahalatravel. Pick up the rental car, and retain your receipt. Fill out all of the necessary trip information, required fields are. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. In the Report Header, fill out all the required fields. Uploading Receipts from the Computer. Once approved, book your travel via Concur or with AAA Corporate Travel using your P-Card when possible. 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. 5 cents. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 2. Concur is a secure platform for booking university business 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. Capital and CIPBuy & Pay Tools. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. In Submitted by, the person who is making the request is automatically populated on the form. Find training and resources available for using Concur Travel & Expense. SAP Concur is UC San Diego's application for travel and expense processing. Find out about UC San Diego's partner travel agencies' services and contact information. $300,000 per accident. 2. Take Me There Frequently Asked Questions Expand All How to. ucsd. Learn more about Duo. S. Select Upload Receipt Image and attach file. From the Concur home page, select Requests. P-Card. Select the Request module, then select New Request. Assistant Professor jipoveda@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. Check the box next to your desired transaction to select it. Concur Travel is also available for personal travel. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Contact Us. Reservations can not be charged to the University or the Travel &. To set up a . Mas. (Staff who do not have access should request the Oracle role. Visa Gift Card. 7. Provide your Travel & Entertainment Card or personal credit card as payment method. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. possessions travel; Long-term travel (30 days or more) in the continental U. Give feedback. Contacts. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. 2. Additional coverage may be included, for details send an inquiry to Service and Support (login required). The University reimburses its employees' travel expenses (i. S. Finance. 3. 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. If you accidentally select UC Office of the President, clear your browser history, repeat. UC Riverside. 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. Sustainable Travel Guide. 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. Associated Concur Report Type. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. 4. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. List of Tools/ Applications. All UC San Diego employees will automatically have access to Concur. Request Alerts can be found above can be found above the name of the Request. Call Today! Known Finance Systems Issues. 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. Select the Requests module at the top of the page. $45. 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. Select the Requests module, the list of Active Requests will display, to change the view, select View then select the desired Request. Helpful articles. 3. Reservations can not be charged to the University or the Travel &. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Select Budget & Finance. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. Skip to Step 7 below. Log into Concur using your Single Sign-On. Oracle and Concur Role Requests Blink page for information on how. 1. edu a. 5. 11. 4. An example of where the Concur Expense Type is located can be found below. 4. Concur FAQ. Information about live UC San Diego systems that are down for maintenance or are experiencing unscheduled downtime or other issues can be found on the UC San Diego Systems Status website. 6. 1. Booking Guest Travel via Concur Travel. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. 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. Set your push preferences and other Duo options. Pick up the rental car, and retain your receipt. 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. edu, not [email protected]. Remember me. b. 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). 1. 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) Standard roles are allowed to be requested by all UCSD Campus business unit users; Elevated roles are typically for IT Services & Campus Central Office staff onlyConcur Travel & Expense Process. Log into Concur using your Single Sign-On 2. 3. Click on the Requests module at the top of the page, the Requests module homepage will display. This article demonstrates how to log into Concur. 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. Collision. 4. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. Use single-sign-on to log in. You can select multiple expenses to allocate all of them to the same chart string if desired. 2. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Oracle Financials Cloud is UC San Diego's eProcurement site, a modern solution for the university’s business needs. Select Can Book Travel for Me. All UC San Diego employees have access to Concur. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. Watch the Concur: Delegates Training video. It also includes labor and delivery services. Note that you will only be able to choose from Financial Unit Approvers assigned to. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. 3. Travel & Entertainment Card. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Log in to. Once a Concur document is submitted, the Report Header chart string (s) and allocation (s) are sent to Oracle to undergo a validation process to ensure that they are valid. Logistics. 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. Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Per diem applies to the following travel situations: Foreign travel. Offset Per Diem by T&E Card charges. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. ; Important: if there is a reimbursement (or amount owed to the cardholder) on the same or subsequent Concur Expense Report that is equal to or greater than the. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Select the Requests module at the top of the page 3. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. Encrypted Wi-Fi (WPA2-E/ UCSD-PROTECTED) Virtual Private Network (VPN) Canvas. UC San Diego UC San Diego. Expenses should be submitted within *21 days. 4. 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 ReportUse this step-by-step guide to pay for an out-of-town conference registration or a hotel deposit for University business travel. 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. In the Request Header tab, in Request Type, select Travel Request. In the Request Header tab, in Request Type, select Travel Request. Doing so will authorize signature authority across all systems. ucsd. 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. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. To Access the Report Timeline of an Expense Report. Airfare not booked in Concur is subject to. 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. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. BI & Financial Reporting. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 1. View the Alerts at the top of the page. Embassy Suites San Diego La Jolla. 3. Health System Employees Requesting Oracle & Concur Approver Roles. edu Travel Information Find information about business travel at UC San Diego. To. Your reservation will be in Concur under Available Expenses by the next day. System Live Date: July 1, 2020. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. In. La Jolla, CA 92093 (858). Watch the Concur: Delegates Training video. 3. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. Skip to page contentIT Services at UC San Diego leads the university’s technology to ensure your success. Select Profile at the top-right corner. In Travel Settings, select Assistants/Arrangers. 6. 3. Make sure they have the proper visas. 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. 1. 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. UC Riverside. Select Can Book Travel for Me. From the Concur home page, select Expense. Determine the number of miles traveled. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Request Header. e. Follow instructions on the “ Concur-how to add delegates1. 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. Licenciaturas y Programas. Concur. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. ucsd. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Uploading Receipts from the Computer. International Service Fee - Kahala only. 4. appisano@ucsd. Yes. Concur Information. Request Type: Event Request. Select your initials on the upper right corner of page. 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. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Concur is a secure platform for booking university business travel. The Create New Request pop-up will display. We may be able to remove these Projects from Concur at a future date; 1. The last section on this page details the cash advance process for non-employees. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Sales Tax and Use Tax information for Concur is subject to change. You will need a valid UCSD email address (abcd@ucsd. Your reservation will be in Concur under Available Expenses by the next day. 1. Please ensure that all invoices dated on or before June 30,. Based on the services your company has from SAP Concur, the mobile app includes:There are three main roles available in Oracle Procurement & Payables: PO Requisitioner, Financial Unit Approver, and Requester. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. Determine the number of miles traveled. 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. Give feedback. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. More information on personal bookings in Concur can be found. 00. Original receipt required for reimbursement for any dollar amount: Airfare. Doing so will authorize signature authority across all systems. 3. Log into Concur using your Single Sign-On. All UC San Diego staff employees are eligible to join Career Connection. When you purchase equipment, accessories, or fabrications for your department, you must use specific Expenditure Types. 2.