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. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Learn how to be more sustainable and reduce your travel related carbon footprint. 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. In the Report Header, fill out all the required fields. The Expense Report will copy the information you had previously entered in the Request Header to the Report Header. 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. The below information reviews UC San Diego Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financials Cloud (OFC) and Concur. Payment options for human subjects may be requested through Concur. 4. Email (including Gmail) OneDrive, GDrive, Teams. Select Profile Settings. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . This will be the number used to search for the. S. Sheri Hartman, PhD. It also includes labor and delivery services. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. In the left task pane, in or in the Expense Settings section select Expense Delegates. Find out about rental car coverage. Last day to submit Concur Travel Expense Reports (with required documentation and final departmental approval) for June posting. The Financial Unit Approvers are chosen via the Approver field on the Report Header when creating a Concur document. com by providing the user’s verified email address in the , the tool scans and digitizes your. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. See below for instructions on how to request a cash advance for employees. Blink. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Select Upload Receipt Image and attach file. 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. 1. 1. 1. How to act as a Delegate in Concur. This article demonstrates how to log into Concur. In. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. System Login: Concur. Reduce Per Diem for meals that are provided by conferences, etc. Information on the AP & Concur accrual process for fiscal close. 4. Type of Service: Catering - Full Service OR. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. 1. Health System Employees Requesting Oracle & Concur Approver Roles. Domestic Service Fee - Kahala only. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Request new roles using the Oracle and Concur Role Requests form in Services and Support. Note: Additional information about the Procurement Card, including processing information, can be found on the overview page. Enter the name of the desired Travel Assistant. 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. The following process applies to all non-event reimbursement Concur Expense Types with added steps for noting gift/award recipients, Attendees in Concur, specifically required for Gift/Prize/Award expense types. Search for your value in one of three ways. Sales Tax and Use Tax information for Concur is subject to change. To set up a Request Delegate, perform the following steps (which correspond. Skip to Step 7 below. Track Oracle and Concur issues impacting financial processes and reports, as identified and reviewed by the ESR Chancellor's Advisory. 4. Log into Concur. 6. Original receipt required for reimbursement for any dollar amount: Airfare. 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. ucsd. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line; Business Analytics Hub; Campus Space Management (Tririga) CAMS; Ecotime Campus; EmployeeLink;. 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. Select Request module at the top of the page 3. 12. Definitions. System Status: All Services are operating normally. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. Request Type: Event Request. *For individual business travel, visit Concur: Booking Travel or to set up payment for department meetings visit Meetings and Entertainment for additional details. 3. This page has a friendly link that's easy to remember: page will provide a guide on chart string validation on Concur Requests and Expense Reports. Log in to. See a list of common routine items you can buy with the Procurement and. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. 3. 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. Embassy Suites San Diego La Jolla. Select Expense Preferences. Departmental Exchange servers. 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. 2. edu or call. The Services & Support portal, built on the ServiceNow platform, provides one place for faculty, staff, and students to browse knowledge base articles, request services or get help. Ayuda Financiera. How Concur works. 1. Notice: UC San Diego travel policy, as published in Blink, is decisive. Find answers, request services, or get help from our team at the UC San Diego Services. Procurement Card Expenses. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Concur. 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. 11. 12. UC San Diego has streamlined the process for. Concur Travel and Expense. To create a Travel Request, log into Concur using your Single Sign-On. Provides tools for expense pre-authorization. edu Travel Information Find information about business travel at UC San Diego. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 6-HELP. 2. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. UC San Diego 9500 Gilman Dr. Login to Oracle Financial Cloud (OFC. Role Request Approver Lookup Tool. 3. Navigate to the Services and Support website: 2. In Submitted by, the person who is making the request is automatically populated on the form 6. 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. Either: Copy the six-digit code or the exact. Concur: Employee reimbursements, Travel, and P Card . Make an Appointment 800-926-8273. 3. Daycare program payment at home. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. edu. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. UC Davis. 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. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel & Expense team will be happy to. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. UCLA. View SLBO's resources for. ) All personal bookings require a personal form of payment. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. 5. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. Review the written steps below. Learn more about Duo. In the Request Header tab, in Request Type, select Travel Request. The Create New Request pop-up will display. Doing so will authorize signature authority across all systems. To. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. Supplies: 522201: Y: Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. correct delegates in your Concur profile . concur. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. As part of the protocol and informed consent process, the IRB reviews all aspects of compensation and. 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 &. 3. While the latest versions of most internet. Select Upload Receipt Image and attach file. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. UCSD Equipment ; 163001 . Once payment is processed in the bank, you will see the wire payment post in Oracle. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. UC San Diego Students, Faculty and Staff. 10. Doubletree by Hilton San Diego Del Mar. . 1. Effective 07/01/22. 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. To print the Report, select Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting. Booking Travel Best Practices. 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. Review UCSD Travel Policy Highlights. 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. 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. ucsd. 4. Please ensure that all invoices dated on or before June 30,. Concur Expense Types. 4. Forward the email with your receipt image as an attachment or in the body of the email to receipts@expenseit. S. From Concur Requests, locate the approved Request and click the Create Expense Report button on the top right corner. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. 2. Copy the exact text and paste into the field. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. 1. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Log into Concur. UC San Diego 9500 Gilman Dr. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. a. Wire transfer payments is an electronic funds transfer remitted to foreign payees who do not have a domestic bank account or foreign payees who do not accept payment via any other method. Select Upload Receipt Image and attach file. Standard entertainment: Involving a guest-host. edu with your desired appointment day, time, and your Concur Request ID. Original receipt required for reimbursement for any dollar amount: Airfare. Request Alerts can be found above can be found above the name of the Request. Initial loading fee of $1. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. 5 cents. Give feedback. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. edu, is UC San Diego's eProcurement site. 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. ; When submitting a Services & Support ticket, provide the Request/Report IDs. 2. A brief description on the different ways to be paid by UC San Diego. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. 1. , Concur freezes up, OFC slow, etc. Log into Concur using your Single Sign-On 2. Uploading Receipts from the Computer. Select the link for BUDGET & FINANCE. Determine the circumstances of travel. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. ) 7. Select Expense Preferences. Travel & Entertainment (T&E) Card. P-Card. Take your. The source for UC San. Learn about the approval workflow in Concur. A Card & Payment Products form will update and display In. Cognos Analytics is UCSD's Business Intelligence tool. Equipment Expenditure Types. 1. a. Balboa Travel combines the support of a. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. Select type of trip search (airfare, car rental, hotel, train) 10. Select Profile Settings. The PO Requisitioner is the individual who submits the shopping carts for approval in Oracle Procurement. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. 2. b. Update to PaymentWorks Payee Invitation Form - Coming Soon! PaymentWorks is preparing to launch an enhancement to the payee invitation form. Information below will encompass and expand on information that previously resided in the CoA User. 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. 3. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. In Manage Expenses > Report Library, select Create New Report. Supplier Profile Status: Active: payee is currently available to be paidWe would recommend first investing in our training courses (see below) to learn essential terminology, practices, and policies related to Oracle Procurement & Payables. 1. Select the desired Expense Report. 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. Determine the number of miles traveled. Select Add an Assistant. Request a cash advance from UC San Diego Travel. Follow these steps to rent from one of the car rental agencies with a UC agreement. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 4. 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. In Payment Product Type, select. Payment to Employee as the user submitting the Expense Report. Select the Request module, then select New Request. 1. Note: Files saved in the receipt bank will be available for. Use tax is not captured in Concur so you won't see any use tax calculated in Concur. ucsd. Navigate to the Services and Support website: 2. In. In Request Header tab, make the following entries: a. Employees can also use Concur to book personal travel. List of Tools/ Applications. 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. All Travel and Entertainment Card Product transactions (including T&E Card, CTS Air, CTS. Required when booking travel through Concur/Balboa Travel. , select an applicable meal T&E charge, and click. Fill out all of the necessary trip information, required fields are. 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. All UC San Diego employees will automatically have access to Concur. concur. Jorge Poveda. 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. 2. $45. Associated Concur Report Type. 4. At the top of the page, select the Expense module. The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. The preferred method of purchase should be via Oracle Procurement, Concur directly to the vendor, or. Please email [email protected] the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. 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. Select the link for BUDGET & FINANCE. Knowledge Base - Information Technology. ucsd. UC Irvine. Uploading Receipts from the Computer. Search Blink Search Faculty/Staff. Please email paymentservices@ucsd. You will need a valid UCSD email address (abcd@ucsd. 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. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. 3. Delegation must be set up for others to submit reimbursements on your behalf. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. 5 cents. Note: Payment must be paid by UC San Diego and not by the individual employee. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. As our understanding of. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. Privately owned motorcycles. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. In. Empress Hotel La Jolla. Please email paymentservices@ucsd. Select the link for BUDGET & FINANCE. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. Enter dates and add UCSD address in the Reference Point field. How Concur works. 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. 4. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. UC Irvine. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Use a wire only if there is no other option (e. In. Alaska, Hawaii, or U. Alaska, Hawaii, or U. 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 . 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. Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. g. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. Select your initials on the upper right corner of page. M&IE isn't Per Diem, which applies to long-term U. S. Concur will identify the employee payee under one of the below. ASUCLA. 1. 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. Expenses should be submitted within *21 days. 3. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. 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). Check for a new email titled “UCSD Single Sign-On Registration Confirmation. ; The Report Key can be used in Oracle to. Jacobs Medical Center, a general surgical facility and the principal. 4. 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. All UC San Diego employees have access to Concur. 5. Payment options for human subjects may be requested through Concur. In the U. 1. Register additional devices. Select Report Details, then select. 4. Programmatic activities: In connection with student programs, community support or on-the-job meals. More information on personal bookings in Concur can be found. Determine the number of miles traveled. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. 4. . Facilitate approval process with accurate and complete claims. Make pre-travel arrangements. Your reservation will be in Concur under Available Expenses by the next day. More information on personal bookings in Concur can be found. 1. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. Select Add an Assistant. The Create New Request pop-up will display. Select the Requests module at the top of the page 3. ucsd. We would like to show you a description here but the site won’t allow us. 5 cents per mile. Set your push preferences and other Duo options. UC San Diego Procurement Card (for registration only): If the circumstances defined in step 1 apply, provide the card number and ask for a confirmation number. 2.