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. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. 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. See examples to assist you in determining the category your event falls into in Concur. Note that you will only be able to choose from Financial Unit Approvers assigned to. Add their SLBO. 8. Select Profile at the top-right corner. If you are an employee and are already set up to receive direct deposit (ACH) through the Payroll system, you do not need to also enroll in the Disbursements. Concur. ucsd. Note: Payment must be paid by UC San Diego and not by the individual employee. M&IE isn't Per Diem, which applies to long-term U. Log into Concur 2. Click on the Requests module at the top of the page, the Requests module homepage will display. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. ) All personal bookings require a personal form of payment. 2. 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. From the Concur home page, select Requests. Blink Blink. This is usually the first approval required after a document is submitted. 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. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 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. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Select Expense Preferences. Taxable (T)/Exempt (E) Agent Booking or Service Fees. Sales Tax and Use Tax information for Concur is subject to change. Contact Us. Please email paymentservices@ucsd. Assistant Professor jipoveda@ucsd. Rao. , personal credit card) Request check. S. 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. Supports approval workflow routing, expense item capture, and expense report creation for end. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Need help signing in. 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. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. Additional coverage may be included, for details send an inquiry to Service and Support (login required). Offset Per Diem by T&E Card charges. Expenses should be submitted within *21 days. Login to Oracle Oracle replaces Marketplace as UC San Diego's eProcurement site. To set up a Request Delegate, perform the following steps (which correspond. 2. ; When submitting a Services & Support ticket, provide the Request/Report IDs. Click the box next to "Remember me for 7 days". An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. Click the box next to "Remember me for 7 days". UC San Diego. Your username is usually the first part of your email address (before the @ symbol). Sign in with: UC San Diego Single Sign-On Sign in with UC San Diego Single Sign-On. 3. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. From the Concur home page, select Expense. Empress Hotel La Jolla. 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. Obtain cash using the Travel & Entertainment Card. IT Services at UC San Diego leads the university’s technology to ensure your success. 1. Helpful articles. travel (30 days or. 1. To Access the Approval Flow of a Request. Remember me. Select the Requests module at the top of the page 3. Update to PaymentWorks Payee Invitation Form - Coming Soon! PaymentWorks is preparing to launch an enhancement to the payee invitation form. In Access Request, select the link for Oracle and Concur Role Requests 5. Logistics. Select the Requests module at the top of the page 3. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. ASUCLA. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Scroll down to Available Receipts at the bottom of the page. Select type of trip search (airfare, car rental, hotel, train) 10. Learn how to update your personal email address on UC Path (Support Portal). Click on Create New Request . In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. Concur is a secure platform for booking university business travel. Clearing of the credit memo is done monthly after the month-end ledger closing. While the latest versions of most internet browsers will work for Concur, Google Chrome is the. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Event Location: e. Select the desired hotel from the list, direct bill hotels are listed as. Search Blink Search Faculty/Staff. 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. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. Privately owned motorcycles. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. See a sample transmittal letter (PDF). An Active Directory (AD) account provides access to: ITS academic computer labs. Reservations made for personal travel will appear in Concur under. Select your desired Expense Report from the Report Library. Log in to Concur via Single Sign-On. Select the link for Get Help & Request Service. Use single-sign-on to log in. In the Request Header tab, in Request Type, select Travel Request. 2. To Access the Approval Flow of a Request. Initial loading fee of $1. ” Click the link in the email (or cut and paste the address into your active browser session). Once approved, book your travel via Concur or with AAA Corporate Travel using your P-Card when possible. 3. 16 cents per mile. Balboa Travel combines the support of a. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. ucsd. $25,000 for property. A Travel Request is not needed for Mileage-Only reimbursements, start by creating an Expense Report. 11. Select the Requests module 3. Last Updated: March 13, 2023 9:58:00 AM PDT. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. 1. 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. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. This article demonstrates how to log into Concur. 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. 3. At the top of the page, select the Expense module. Travel insurance is not included with personal bookings. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. Capital and CIPBuy & Pay Tools. Travel Request in Concur. Canadian visitors:. Employees can also use Concur to book personal travel. 4. 2. 2. Bank, and Concur. Select Upload Receipt Image and attach file. 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. Select Connect, then a popup will appear. ucsd. 2. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. List of Tools/ Applications. This article will assist in creating a Procurement Card Update Request in Concur; To process a Procurement Card Update Request on behalf of another UCSD employee, the employee will need to add you as their delegate; To learn how to assign users to act on your behalf, please see the KBA on How to add a Request Delegate and an Expense. Access Health Sciences, Medical / Pharmacy School, or other institutions. View the Alerts at the top of the page. In Access Request, select the link for Oracle and Concur Role Requests 5. Instructions for Catering: Visit UC San Diego Catering to review your on-campus, full-service catering options. 2. 7. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Access has been provisioned to anyone with the Oracle BI Consumer JR role. 2. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. 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. Learn about the Ecotime Campus payroll timekeeping system. Select Report Details, then select. 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. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. 7. 4. Last Updated: February 15, 2022 4:03:03 PM PST. 4. Request a cash. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. Log into Concur using your Single Sign-On, see the . Find out about rental car coverage. Event Location: e. To set up a Request Delegate, perform the following steps (which correspond. 4. Event Name: c. edu, not abcd@dept. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. ) All personal bookings require a personal form of payment. Rebeiz. In Manage Expenses > Report Library, select Create New Report. This will be key information for any Fund Managers or Financial Unit approvers who are seeking to further understand the intricate relationships between the two programs. Select the module from the top of the screen. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. In. Concur identifies the employee payee under the Payment Type: Payment to Employee as the user submitting the expense report, or the user that the delegate is. : CDW is generally included. 1. Online Resources. To create a Travel Request, log into Concur using your Single Sign-On. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. The amount of the reimbursement will not exceed six (6) months of the lease or $25,000,whichever is less, including any penalty paid to terminate the lease. Watch the Concur: Delegates Training video. Review the following locations in Concur for COA/POETAF potential errors:. 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. a. 6. 4. Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Give feedback. edu a. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. edu . Access Health Sciences, Medical / Pharmacy School, or. 2. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. edu Travel Information Find information about business travel at UC San Diego. Required when booking travel through Concur/Balboa Travel. Expand All. Complete the Student Certification for Business-Related Travel and supporting documents. Watch the Concur: Delegates Training video. Complete your travel request in Concur prior to the trip and submit for approval. 2. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. edu or call. Select the Request module, then select New Request. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Improve OFC/Concur functionality and speed (e. a. Encrypted Wi-Fi (WPA2-E/ UCSD-PROTECTED) Virtual Private Network (VPN) Canvas. 3. 1. 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. 7. Jacobs Medical Center, a general surgical facility and the principal. Select Profile Settings. a. Determine the number of miles traveled. This report shows all UC San Diego card holders that have utilized their university card product. In Travel Settings, select Assistants/Arrangers. 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. All UC San Diego employees have access to Concur. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. Visa Gift Card. 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. 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. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. 3. The following content is the same as what is covered in the video, only presented in a different format. In Submitted by, the person who is making the request is automatically populated on the form 6. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Call UC San Diego Health 858-657-7000. Follow the steps to log in. 2. Log into Concur. Select the link for BUDGET & FINANCE. Select Expense Preferences. possessions travel. Request and Expense Report Accounting. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. 1. In the left task pane, in or in the Expense Settings section select Expense Delegates. 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. To create a Travel Request, log into Concur using your Single Sign-On. Information on the AP & Concur accrual process for fiscal close. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. UC-wide contracts with travel suppliers also typically include additional perks and benefits such as priority standby, seat selection, upgrades when available, and late check-out. We would like to show you a description here but the site won’t allow us. Determine payment method. Payment options for human subjects may be requested through Concur. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Call a Hospital Patient 858-657-7000. In Access Request, select the link for Oracle and Concur Role Requests 5. SUploading Receipts from the Computer. 2. g. Estudiantes de Primer Año. SAP Concur is UC San Diego's application for travel and expense processing. 12. Review UCSD Travel Policy Highlights. Privately owned motorcycles are not authorized for use on UC San Diego business. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Select Can Book Travel for Me. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. 4. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 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. f. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. 1. Notice: UC San Diego travel policy, as published in Blink, is decisive. Ayuda Financiera. S Uploading Receipts from the Computer. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Pick up the rental car, and retain your receipt. 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. UC San Diego 9500 Gilman Dr. Type of Service: Catering - Full Service OR. It will also be used for reconciliation of the Express Card and employee reimbursements. Contact us today. 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. Concur Travel is also available for personal travel. 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. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. Profile Icon on the upper right of page . (Staff who do not have access should request the Oracle role. 18 cents per mile. 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. When you purchase equipment, accessories, or fabrications for your department, you must use specific Expenditure Types. Either: Copy the six-digit code or the exact. Event Name: c. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Select Add an Assistant. Register your phone or other device. UC Irvine. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. The source for UC San. Payees can register to do business with UC San Diego, and update their information all in one place. System Login: Concur. Review the written steps below. Below Requests, Select New Request. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Use. 4. ucsd. Steps to Take. Travel Arranger / Assistant. a. 4. com by providing the user’s verified email address in the , the tool scans and digitizes your. Travel expenses are non-taxable and based on trip type. The Procurement Card process involves the cardholder, U. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. edu) and an active, paid appointment to register a new business systems account. 1. Log into Concur using your Single Sign-On. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Information below will encompass and expand on information that previously resided in the CoA User. Log into Concur using your Single Sign-On 2. Complete the required Procurement Card Department Administrator form (PDF). The process outlined. 1. 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. SRent a Pedego electric bike and pedal your way around the city’s landmarks. To Access the Report Timeline of an Expense Report. The University reimburses its employees' travel expenses (i. Select the link for BUDGET & FINANCE. Contacts. UC Davis. com receipts@concur. concur. 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. Note: Files saved in the receipt bank will be. 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. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. Request Delegate, perform the following steps (which correspond to setting up an Expense Delegate): 1. Last Updated: March 24, 2023 3:42:49 PM PDT. Improve ease of access with a centralized list of links (e. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. In the Request Header tab, in Request Type, select Travel Request. 3. Last Updated: August 28, 2023 11:41:18 AM PDT. Concur Information. Enter dates and add UCSD address in the Reference Point field. i. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Concur. UC San Diego has streamlined the process for. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Student Awards: 536300: Y: E. 4. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Oracle and Concur Role Requests Blink page for. 2.