Estudiantes de Transferencia. edu) 2. UC San Diego. Select the link for Get Help & Request Service. Travel insurance is not included with personal bookings. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. 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. Log in to. 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. 7. In Access Request, select the link for Oracle and Concur Role Requests 5. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. IT Services at UC San Diego leads the university’s technology to ensure your success. Reservations made for personal travel will appear in Concur under. 1. edu a. f. 4. Request a cash advance from UC San Diego Travel. Your username is usually the first part of your email address (before the @ symbol). 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. 10. These can be deleted by checking the box next to the charge and selecting. Oracle and Concur Role Requests Blink page for information on how. Creating a Travel Expense Report. Gabriel M. UC Irvine. edu is UC San Diego's official booking site for all business travel, including employees and guests. Concur is a secure platform for booking university business travel. This tutorial can assist you in assigning delegates in Concur. 2. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. 163101 - CIP - Software Greater Than $5M CIP Software Greater Than $5M UCSD Equipment 163101 : 163151 - CIP - Software Less Than or Equal To $5M CIP Software Less Than or Equal To $5M UCSD Equipment 163151 . All UC San Diego employees have access to Concur. edu or call. 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. Uploading Receipts from the Computer. Staff will initiate an invitation to register as a payee when needed. Yes. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Ramesh R. Select the Request module, then select New Request. 4. 4. 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. Enter the name of the desired Travel Assistant. UAW Agreement Sponsored Project FAQs. To set up a Request Delegate, perform the following steps (which correspond. Learn more about Concur here. 5 cents. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. SAP Concur is UC San Diego's application for travel and expense processing. 1. 2. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. Select Budget & Finance. The portal is divided into 5 major areas: Advancement: Support for engegement, stewardship, and philanthrophy. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. 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. 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. , personal credit card) Request check. For more information on creating a Travel Request or an Event Request, please review the appropriate KBAs Video: How to Create a Travel Request in Concur (Click above Image) 1. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. All UC San Diego employees have access to Concur. All UC San Diego employees will automatically have access to Concur. edu) For issues with gaining access to UC San Diego resources or any other questions, please contact Temporary Employment Services at [email protected] polices at UCSD are complex and there are several methods of acquiring goods and services. To create a Travel Request, log into Concur using your Single Sign-On. Method 1: To start from Concur Requests:. edu is UC San Diego's official booking site for all business travel, including employees and guests. S. 1. Log into Concur. Select the link for Get Help & Request Service. Licenciaturas y Programas. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. edu Research Interests: Cancer survivorship; Health behavior. 1. Ayuda Financiera. Concur help is available via online resources, live training & weekly office hours; Travel arrangers new to UC San Diego or to Concur should review the travel process and travel booking FAQ as well as Concur FAQ before trip planning begins; Trips must be pre-authorized by creating a Travel Request in Concur before travel arrangements are made Concur FAQ. ; Provide recipient & applicable sales tax details in Concur. Expense Report Alerts can be found above the name of the Expense Report. 3. 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. g. Check the list below to see what works best for you or your department. com. 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. b. 6. Concur is a secure platform for booking university business travel. 2. Follow the steps to log in. Log into Concur 2. Employees can also use Concur to book personal travel. Select Profile Settings. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. If this is your first time logging into Concur, you will be asked to select UC Office of the President or UC San Diego, select UC San Diego 3. This exception needs prior. In the Request Header tab, in Request Type, select Travel Request. Finance. To Access the Approval Flow of a Request. Select the Requests module at the top of the page 3. Log into Concur using your Single Sign-On. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. Navigate to the Services and Support website: 2. 1. 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. View the Alerts at the top of the page. Hilton La Jolla Torrey Pines. Select type of trip search (airfare, car rental, hotel, train) 10. The department will. Select your desired Expense Report from the Report Library. 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). Scroll down to Available Receipts at the bottom of the page. Uploading Receipts from the Computer. Helpful articles. In Submitted by, the person who is making the request is automatically populated on the form 6. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. If the cardholder has separated from UCSD and can no longer submit a card cancel request in Concur, the DA MUST contact the Procurement Card team via the UC San Diego. Attach the original receipts of your purchase (Food bills, Supplies purchase, Imprints) and proof of payment (Bank Statement, Credit card Statement) Attach the funding bill associated with your event which you shall receive once the funding. Log in to Concur via Single Sign-On. Learn how to update your personal email address on UC Path (Support Portal). 3. While the latest versions of most internet. To prepare a reimbursement on behalf of the Employee Payee/Host, you would need to: Be added in Concur with the delegate role by the Employee Payee. In Submitted by, the person who is making the request is automatically populated on the form. 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. Event Date: d. A brief description on the different ways to be paid by UC San Diego. UC Merced. Concur. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. For Fiscal close, IPPS will accrue the following: The report has not been approved or the report does not have a status of “Sent for Payment” and totals $2,500 or more, and: For P-cards, the posted date of the expenses are on or before June 30, 2023. Select the Requests module at the top of the page 3. Concur will provide a best-in-class solution for booking, managing, and reconciling travel. 1. How to Log Into Concur KBA for more guidance on this procedure 2. Programmatic activities: In connection with student programs, community support or on-the-job meals. 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. More information on personal bookings in Concur can be found. Professor [email protected] cents. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 1. Call UC San Diego Health 858-657-7000. g. 2. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. Sales Tax and Use Tax information for Concur is subject to change. 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. 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. When a Request/Report is created, Request/Report IDs are system-generated. 4. $45. Update to PaymentWorks Payee Invitation Form - Coming Soon! PaymentWorks is preparing to launch an enhancement to the payee invitation form. 3. 2. Balboa Travel combines the support of a. Enter the name of the desired Travel Assistant. Cash advances issued by UC San Diego Travel are limited to exceptional situations, especially for employees who are to use the Travel & Entertainment Card to access cash during authorized trips. Event Location: e. Please ensure that all invoices dated on or before June 30,. 4. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. 2. UC San Diego UC San Diego. a. Uploading Receipts from the Computer. Learn about SAP Concur for your business. No. 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. Check the box next to your desired transaction to select it. 6. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. Travel & Entertainment (T&E) Card. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Access has been provisioned to anyone with the Oracle BI Consumer JR role. Determine the number of miles traveled. Payment to Employee as the user submitting the Expense Report. ; 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. To create a Travel Request, log into Concur using your Single Sign-On. To create a Travel Request, log into Concur using your Single Sign-On. For security reasons, this step must be completed within 30 minutes, or you will have to restart the process. 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 . Fill out all of the necessary trip information, required fields are. 6. ucsd. Select the link for BUDGET & FINANCE. 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. 2. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Need help signing in. 3. When a UC San Diego employee attends a local conference, they are not on travel status (no lodging or meal expense is eligible for reimbursement). La Jolla, CA 92093 (858). 6. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 7. 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. 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). Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. 3. 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. : CDW is generally included. 4. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Concur Request and Expense Report Accounting. 5 cents. Employees can also use Concur to book personal travel! BOOK NOW. 1. 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. Based on the services your company has from SAP Concur, the mobile app includes: 1. Wire transfer payments is a manual payment process; the turnaround time is 7-10 business days from the date the wire request is approved by your department. Guests and Other Learners. 2. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)UC San Diego policy requires that all business travel, including employees and guests, is booked in Concur through Concur Travel. 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. 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. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. Notice: UC San Diego travel policy, as published in Blink, is decisive. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Follow instructions on the “ Concur-how to add delegates1. To create a Travel Request, log into Concur using your Single Sign-On. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. edu with your desired appointment day, time, and your Concur Request ID. Select the link for BUDGET & FINANCE. Although certain categories, such as late submissions, unsubstantiated expenses, or employee. Doing so will authorize signature authority across all systems. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. How Concur works. 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. 4. Select. Expense Report Type. 4. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. 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. Check the box next to your desired transaction to select it. Skip to page contentIT Services at UC San Diego leads the university’s technology to ensure your success. Method 1: To start from Concur Requests: 2. 1. Required when booking travel through Concur/Balboa Travel. 1. Offset Per Diem by T&E Card charges. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. 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. In Manage Expenses > Report Library, select Create New Report. 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses,. 1. Alaska, Hawaii, or U. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. From the Concur home page, select Requests. S. 5. Refer to the Personnel Policies for Staff. Select type of trip search (airfare, car rental, hotel, train) 10. 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. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. La Jolla, CA 92093 (858). Request and Expense Report Accounting. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 1. 18 cents per mile. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. 2. Type of Event: On Campus OR Off Campus. Click on the Requests module at the top of the page, the Requests module homepage will display. To use Pulse, you need an AD login and a two-factor authentication. Log in to Concur via Single Sign-On. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. 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. Log into Concur. 2. 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. In the Request Header, in Request Type, select Card and Payment Products Request 5. 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. Select Add an Assistant. View the Alerts at the top of the page. Log into Concur using your Single Sign-On 2. UC Riverside. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Please email [email protected] the Concur Travel page select "Book for a guest" and then click on the hotel search icon. The source for UC San. b. Estudiantes de Primer Año. 1. , select an applicable meal T&E charge, and click. 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. Call a Hospital Patient 858-657-7000. No. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. Select Profile at the top-right corner. UC San Diego. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. edu. 6. Buy & Pay. Improve OFC/Concur functionality and speed (e. com receipts@concur. Review the written steps below: To Add an Out-of-Pocket Expense. Register online. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Procurement Card Delegation of Authority Request. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. 2. Note: Files saved in the receipt bank will be available for. System Status:. 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. Below Requests, Select New Request. In the Request Header, review and verify the Fund, Financial Unit, Function, Program, Location, Project, Task, and Funding. Expand All. Career Connection is a free, comprehensive career development program for UC San Diego staff. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. Sign In. 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. Contact us today. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Use. Reservations made for personal travel will appear in Concur under. Inventorial Equipment are all items meeting the following criteria and must be tracked in both CAMS (UC San Diego’s campus asset management system) and OFC (Oracle Financials. The link to Concur is If you have trouble accessing the site, you can troubleshoot your issues using KB0032034: How to Log Into Concur; Faculty and staff must login to Concur with their UC San Diego credentials and designate their Delegates, there are no exceptions Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. The 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. Welcome to Concur. 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. UC Davis. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. Estancia La Jolla Hotel Spa. 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. 8. 3. A Card & Payment Products form will update and display In. Reduce Per Diem for meals that are provided by conferences, etc. In the Request Header tab, in Request Type, select Travel Request. BI & Financial Reporting. 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. Select Upload Receipt Image and attach file. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. Select Report Details, then select. Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. Request Delegate, perform the following steps (which correspond to setting up an Expense Delegate): 1. We would like to show you a description here but the site won’t allow us. Sign in with: UC San Diego Single Sign-On Sign in with UC San Diego Single Sign-On. Employees can use Concur to receive UC-negotiated rates for personal travel. S. Follow these steps to arrange rental with Enterprise. 2. The interface works best in modern browsers. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. e. The following sections of this page detail specific tasks that most employees will need to perform in the application. Approvals for all Concur documents are processed within the application itself. Enter dates and add UCSD address in the Reference Point field. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Under the supervision of the Director of Administrative Operations, the Executive Vice Chair (EVC) and the Division Chief, the Executive Assistant to the EVC. 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.