ucsd. Access Health Sciences, Medical / Pharmacy School, or other institutions. To set up a Request Delegate, perform the following steps (which correspond. Cognos Analytics is UCSD's Business Intelligence tool. The portal is divided into 5 major areas: Advancement: Support for engegement, stewardship, and philanthrophy. In the left task pane, in Request Settings select Request Delegates or in the Expense Settings section select Expense Delegates. Comunidad y Cultura. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. 3. Enroll in and attend the University Procurement Card Program Course (16-minute training) via UCLearning. Select the link for Get Help & Request Service. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. Yes. Select Profile at the top-right corner. Due to switching over to new travel and financial systems. Request Header. Notice: UC San Diego travel policy, as published in Blink, is decisive. 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. Determine the number of miles traveled. Guests and Other Learners. Last Updated: March 24, 2023 3:42:49 PM PDT. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. Email (including Gmail) OneDrive, GDrive, Teams. (including Alaska and Hawaii): CDW and liability insurance are provided. Refer to the Personnel Policies for Staff. 2. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. S. Long-term travel (30 days or more) in the continental U. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. S. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Profile Icon on the upper right of page . Uploading Receipts from the Computer. b. 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. Select the link for BUDGET & FINANCE. Log in to Concur via Single Sign-On. BI & Financial Reporting. UC San Diego 9500 Gilman Dr. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. In. 2. 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. 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. 4. In Request Type, select Card & Payment Products Request. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. edu Travel Information Find information about business travel at UC San Diego. 3. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. : CDW is generally included. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. a. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 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. 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. 30. 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. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). 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. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Concur FAQ. The form must certify that the student travel qualifies as UC San Diego business-related, and be signed by the student and the faculty member or Principal Investigator (if paid from a federal grant). Free services. 8. 2. 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. edu . This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Follow these steps to rent from one of the car rental agencies with a UC agreement. Make pre-travel arrangements. Online Resources. 3. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. From Concur Requests, locate the approved Request and click the Create Expense Report button on the top right corner. ***For event types that require an Attendee list, please see the separate. Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. Licenciaturas y Programas. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 4. com by providing the user’s verified email address in the , the tool scans and digitizes your. Reservations made for personal travel will appear in Concur under. 1. S. 2. Find answers, request services, or get help from our team at the UC San Diego Services. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Log in to Concur via Single Sign-On. 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. Employees can also use Concur to book personal travel. Select the Request module, then select New Request. 1. Navigate to the Services and Support website: 2. 11. Select Connect, then a popup will appear. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. Note: Additional information about the Procurement Card, including processing information, can be found on the overview page. 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. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Bank, and Concur. Add their SLBO. In Requests, select Create New Request. To provide a lecture on XYZ to UC San Diego medical students: B-1, WB, J-1: Yes: To install and train on research equipment for PI Smith’s lab:1. Fiscal Closing 2022–2023:. 1. 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. System Status:. Concur Travel is also available for personal travel. 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. $300,000 per accident. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. Claim Per Diem (Travel Allowances) based on input of travel dates. 5. We may be able to remove these Projects from Concur at a future date; 1. a. To print the Report, select Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting. All travelers should Enroll in UC Trip Insurance. 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. OFC & Concur UC San Diego, Academic Affairs - Resource Administration OSI Partners: Allorah Pradenas & Kristin Kielich. Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request. 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. Grande Colonial La Jolla. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. 1. No. Searching by text may give you UCSD and UCOP values as shown in this example above- ensure that the value selected does not contain (-OP) c. Concur is a secure platform for booking university business travel. Effective 07/01/22. Video: Delegates (click above image) Script: Delegates The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense. Request and Expense Report Accounting. Click on a payment option to learn more about that specific option. Take Me There Frequently. Select Profile. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. com 2. Budget & Finance: Budget, finance,. Log into Concur. possessions travel; Long-term travel (30 days or more) in the continental U. 2. Expense Report Alerts can be found above the name of the Expense Report. ucsd. 5. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. ucsd. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. In the Report Header, fill out all the required fields. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 6. 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. 2. SSimply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. 2. Type of Event: On Campus OR Off Campus. Concur. 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. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 3. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Finance. Liability insurance limits are: $100,000 per person. 1. Select Upload Receipt Image and attach file. Reservations can not be charged to the University or the Travel &. Balboa Travel is a full service travel agency that has been successfully handling travel for UC San Diego. Select Budget & Finance. 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. Click on Create New Request . UCSD Gift Cards (Awards/Recognition), for a Gift Card for an Employee or Non-Employee b. Taxable (T)/Exempt (E) Agent Booking or Service Fees. Navigate to the Services and Support website: 2. Select the Request module, then select New Request. 16 cents per mile. 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. concur. Initial loading fee of $1. 3. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. Enter the name of the desired Travel Assistant. ; 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. Note: Files saved in the receipt bank will be. It provides information and tools to assist you in achieving greater job satisfaction, current job enhancement and lateral or upward. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. 3. In Request Header tab, make the following entries: a. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. The Create New Request pop-up will display. Review the Status of the Request. Note: To add a tool to this list, email Workplace Technology Services. Health System Employees Requesting Oracle & Concur Approver Roles. You can make purchases at the UC San Diego Bookstore in several ways. Watch the Concur: Delegates Training video. 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. Career Connection is a free, comprehensive career development program for UC San Diego staff. Review the following locations in Concur for COA/POETAF potential errors:. In Travel Settings, select Assistants/Arrangers. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Mas. 4. Travel insurance is not included with personal bookings. Booking Guest Travel via Concur Travel. Scroll down to Available Receipts at the bottom of the page. Ramesh R. Travel insurance is not included with personal bookings. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 3. 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. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. 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. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. How to Log Into Concur KBA for more guidance on this procedure 2. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. Please email paymentservices@ucsd. Project Costs is designed to track detailed transactions. Event Name: c. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. Knowledgeable agents are standing by to assist you. Improve ease of access with a centralized list of links (e. 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. , tangible property, gift card, etc. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. edu or call. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. Yes. Logistics. This report shows all expenses assigned to a Concur Expense Report. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. 3. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. Jorge Poveda. a. 6-HELP. 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 . 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. Your reservation will be in Concur under Available Expenses by the next day. 1. To set up a Request Delegate, perform the following steps (which correspond. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. ASUCLA. possessions travel. In the meantime, here is a on the new UI updates. Access Health Sciences, Medical / Pharmacy School, or. Information below will encompass and expand on information that previously resided in the CoA User. Find out about UC San Diego's partner travel agencies' services and contact information. 4. Employee travelers should use their Travel &. Event Name: c. 10. The University reimburses its employees' travel expenses (i. The department will. Skip to page contentIT Services at UC San Diego leads the university’s technology to ensure your success. In. 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. 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. Call a Hospital Patient 858-657-7000. Note: Files saved in the receipt bank will be available for. 4. Request a cash. To. We will add information here about the impacts on grants and. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Request Alerts can be found above can be found above the name of the Request. 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. Blink Blink. Last Updated: February 15, 2022 4:03:03 PM PST. 4. Set your push preferences and other Duo options. Select Profile Settings. 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 . For more info on access and roles to access modules like AR, PPM, and GL, refer to this article: How to Request Oracle and Concur Roles. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. 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. If desired, you may also add this person. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. To download a copy, select b. 6. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Expand All. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. As you plan for adjusting budgets, continue to use UC San Diego's Composite Benefit Rates. We would like to show you a description here but the site won’t allow us. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. ) Bookings also include automatic registration in. System Status: All Services are operating normally. Delegates can also email receipts on behalf of another employee to receipts@expenseit. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Review the written steps below. 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. Original receipt required for reimbursement for any dollar amount: Airfare. Learn more about Duo. 5. 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. Skip to Step 7 below. All UC San Diego staff employees are eligible to join Career Connection. To Submit an Event Expense Report. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. 6. ) All personal bookings require a personal form of payment. 2. concur. The last section on this page details the cash advance process for non-employees. S. ucsd. Follow these steps to rent from one of the car rental agencies with a UC agreement. 4. 2. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. In Submitted by, the person who is making the request is automatically populated on the form. ; Out of Pocket Expenses: (e. Additional coverage may be included, for details send an inquiry to Service and Support (login required). Card products include Travel & Entertainment Cards, and Procurement Cards (P-cards),. 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. Oracle Resources. Yes. In Manage Expenses > Report Library, select Create New Report. Find out about UC San Diego's partner travel agencies' services and contact information. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. 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. b. 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 &. Select the link for BUDGET & FINANCE. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. Expense Report Alerts can be found above the name of the Expense Report. Log into Concur using your Single Sign-On. edu) and an active, paid appointment to register a new business systems account. A self-service online payee registration and payment status tool for UC. Canadian visitors:. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. Log in to. 3. Visa Gift Card. Scroll down to Available Receipts at the bottom of the page 3. 3. 7. Complete your travel request in Concur prior to the trip and submit for approval. 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. 4. 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. ; Provide recipient & applicable sales tax details in Concur. Delegation must be set up for others to submit reimbursements on your behalf. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Select. Sign in here using. Employees can use Concur to receive UC-negotiated rates for personal travel. Select your initials on the upper right corner of page. Visitors from participating countries traveling under the Visa Waiver Program (VWP) on WB/WT status are not issued a paper 1-94, rather the WB/WT status. Your reservation will be in Concur under Available Expenses by the next day. Concur. Request access via the IT Service Portal (also called submitting a SNOW ticket). UC Riverside. 3. Before booking any travel, your trip should be authorized by the University by creating a trip request. From the Concur home page, select Requests. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. 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. Provide your Travel & Entertainment Card or personal credit card as payment method. 2. UCSD GL Journal Entry JR is the only elevated role that departmental users may need to request with VC central office approval; All other elevated roles should not be requested unless there is prior instruction from the domain lead; Grant Access Oracle & Concur Approvers: this means workflow approver roles are being requestedPer Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. P-Card. See below for instructions on how to request a cash advance for employees. Please ensure that all invoices dated on or before June 30,. Method 1: To start from Concur Requests: 2. 3. Reservations can not be charged to the University or the Travel &. Watch the Concur: Delegates Training video. List of Tools/ Applications. Determine the number of miles traveled. Airfare not booked in Concur is subject to. 4. In. Payment options for human subjects may be requested through Concur. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. 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. You can select multiple expenses to allocate all of them to the same chart string if desired. edu Travel Information Find information about business travel at UC San Diego. 1. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. While most supplier invoices are received electronically at UC San Diego, there is a small percentage of invoices that are received via physical mail. com receipts@concur. 3. Procurement Card Delegation of Authority Request. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. Supplies: 522201: Y: Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section. Role Request Approver Lookup Tool. a. In addition, associated taxes will be withheld from the employee’s next payroll. 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.