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. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Employee travelers should use their Travel &. 2. 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. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. All UC San Diego employees have access to Concur. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. UC Merced. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. UC San Diego Students, Faculty and Staff. How Concur works. 4. 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. Oracle Financials Cloud, OFC. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. In Request Header tab, make the following entries: a. 1. ) All personal bookings require a personal form of payment. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. In Travel Settings, select Assistants/Arrangers. Log in to. Choose a device via which to complete two-step login (see Figure 2 below) Figure 2: If you set a device to automatically complete two-step, click Cancel, then check the "Remember me" box. Request Alerts can be found above can be found above the name of the Request. 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. Travel & Entertainment Card. Select Request module at the top of the page 3. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. S. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Navigate to the Services and Support website: 2. 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. 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. ***For event types that require an Attendee list, please see the separate. Visa Gift Card. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. Concur will identify the employee payee under one of the below. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. Log into Concur using your Single Sign-On 2. ucsd. 4. Give feedback. 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. UC San Diego Medical Center, the focal point for our education and community service missions. 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 employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Fill out all of the necessary trip information, required fields are. SUploading Receipts from the Computer. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. Select Report Details, then select. ; When submitting a Services & Support ticket, provide the Request/Report IDs. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Email (including Gmail) OneDrive, GDrive, Teams. This report shows all expenses assigned to a Concur Expense Report. 4. Knowledgeable agents are standing by to assist you. edu Research Interests: Cancer survivorship; Health behavior. 2. Balboa Travel combines the support of a. Your reservation will be in Concur under Available Expenses by the next day. Hotels available for this program: Best Western Premier Hotel Del Mar. 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. Remember me. Select Connect, then a popup will appear. 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. Navigate to the Services and Support website: 2. If you need to add or remove role request approvers submit a ticket. For security reasons, this step must be completed within 30 minutes, or you will have to restart the process. Professor [email protected] cents. More on T&E Card. For honorarium. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. 00. 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 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. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. You will need a valid UCSD email address (abcd@ucsd. Video: How to Create a Travel Request in Concur (Click above Image) 1. edu with your desired appointment day, time, and your Concur Request ID. 3. 4. ucsd. Select Profile at the top-right corner. Long-term travel (30 days or more) in the continental U. Travel expenses are non-taxable and based on trip type. 4. 2. Outside the U. 1. 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. Effective 07/01/22. Event Location: e. In the left task pane, in Request Settings select Request Delegates or in the Expense Settings section select Expense Delegates. Give feedback. Select Add an Assistant. UC Merced. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. 1. Based on the services your company has from SAP Concur, the mobile app includes: 1. 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. In. ucsd. Set your push preferences and other Duo options. 4. Employees can also use Concur to book personal travel! BOOK NOW. Event Name: c. Complete your travel request in Concur prior to the trip and submit for approval. 3. Request Type: Event Request. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Make sure they have the proper visas. ucsd. E. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 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. UC San Diego pays sales tax on taxable purchases directly to California vendors and out-of-state vendors registered in California to collect sales tax. Facilitate approval process with accurate and complete claims. Simply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. Select the box next to A Delegate for another user who has. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. Select the link for BUDGET & FINANCE. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. 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. UC San Diego business travel and entertainment in compliance with policy generally does not result in additional taxable income to the employee. Provide recipient & applicable sales tax details in Concur. This report shows all UC San Diego card holders that have utilized their university card product. Finance. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. 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. Procurement Card Delegation of Authority Request. 4. To Act as a Delegate for Another User. 3. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Event Date: d. Select. Career Connection is a free, comprehensive career development program for UC San Diego staff. The Procurement Card process involves the cardholder, 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. Booking Guest Travel via Concur Travel. Guests and Other Learners. 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. In the Request Header tab, in Request Type, select Travel Request. 3. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. When creating a Travel Request in Concur, indicate the visa type and retain a copy of the passport pages or I-94 in your area. Access Health Sciences, Medical / Pharmacy School, or. Select the Requests module 3. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. b. ; Out of Pocket Expenses: (e. Although certain categories, such as late submissions, unsubstantiated expenses, or employee. Airfare not booked in Concur is subject to. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. 2. In. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. While most supplier invoices are received electronically at UC San Diego, there is a small percentage of invoices that are received via physical mail. Concur. ucsd. Log in to Concur and select a Request or Expense Report. 1. View the Alerts at the top of the page. 2. Request Delegate, perform the following steps (which correspond to setting up an Expense Delegate): 1. Select the module from the top of the screen. Find training and resources available for using Concur Travel & Expense. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. Select your initials on the upper right corner of page. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. possessions travel; Long-term travel (30 days or more) in the continental U. edu with your desired appointment day, time, and your Concur Request ID. Use Concur Travel as agreements are automatically applied. In Trip Purpose, select Mileage. a. Select Add an Assistant. S. Video: How to Create a Travel Request in Concur (Click above Image) 1. Select the Request module, then select New Request. 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. UCLA. If you need more information on the the available Event Expense Types, visit the Event Expense Types & Account Codes Blink page. 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. edu 858-534-6237. Travel & Entertainment (T&E) Card. Information on the AP and Concur accrual process for fiscal close. 2. In the Request Header tab, in Request Type, select Travel Request. Log into Concur. 2. 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. 2. Domestic Service Fee - Kahala only. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. It is the responsibility of the DA to ensure the cardholder submits the card cancel request in Concur prior to the cardholder leaving, retiring, or transferring. Alaska, Hawaii, or U. Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. Follow these steps to rent from one of the car rental agencies with a UC agreement. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Pick up the rental car, and retain your receipt. BI & Financial Reporting. View SLBO's resources for. 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. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Skip to Step 7 below. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. 2. 6. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 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. Give feedback. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. Dependent care cost at conference site. Note that you will only be able to choose from Financial Unit Approvers assigned to. 3. Reservations made for personal travel will appear in Concur under. Logistics. This will be the number used to search for the. edu a. 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. Log into Concur using your Single Sign-On. Expense Types are found in each Concur document. 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. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. In Manage Expenses > Report Library, select Create New Report. Review the Status of the Request. Event Location: e. possessions travel. $75. The process outlined. 4. Concur Basics. Fill out all of the necessary trip information, required fields are. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. Expand All. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. Complete the Student Certification for Business-Related Travel and supporting documents. Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. Under the supervision of the Director of Administrative Operations, the Executive Vice Chair (EVC) and the Division Chief, the Executive Assistant to the EVC. Log in to Concur via Single Sign-On. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. edu, is UC San Diego's eProcurement site. Find out about UC San Diego's partner travel agencies' services and contact information. 1. 3. The PO Requisitioner is the individual who submits the shopping carts for approval in Oracle Procurement. S. 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. Enter the name of the desired Travel Assistant. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. IMPORTANT: Concur is set up as a self-service portal for employee reimbursements and expense reporting for travel and P-Cards. Most events for UC San Diego business are 1 of these 3 types of events, each with certain policies and guidelines: Meetings: Infrequent and only University employees in attendance. concur. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. Watch the Concur: Delegates Training video. 4. 3. 1. Estudiantes de Transferencia. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Click on the Requests module at the top of the page, the Requests module homepage will display. Note: Files saved in the receipt bank will be available for. University of California, San Diegoa. Travel Arranger / Assistant. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Liability insurance limits are: $100,000 per person. Expense Report Type. 1. Take your. Register online. The Create New Request pop-up will display. Offset Per Diem by T&E Card charges. 3. Payment options for human subjects may be requested through Concur. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. UCSD – Procurement Card. a. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. Setting up your Mobile App: The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Make pre-travel arrangements. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. Concur. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. Departmental Exchange servers. edu, not abcd@dept. 11. Non-UCSD Employees will need to be set up in Payment Compass as a payee. Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Clearing of the credit memo is done monthly after the month-end ledger closing. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Consult with your fund manager for appropriate Expenditure Type or refer to list below to match Account Code. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Log into Concur using your Single Sign-On 2. Once you select the name it will be added to your attendee list. Concur Expense Types: Meetings & Entertainment (Events) Search Blink Search Faculty/StaffClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. Access to UCSD Business Systems. All UC San Diego employees have access to Concur. Air travel accounts for over 11% of UC San Diego’s total greenhouse gas emissions. 3. 1. Note: If above and beyond regular dependent care costs, as temporary during travel period, and directly result from travel to a conference for a federal award. possessions travel. Enter your AD username and password and click Log on to see your email. Provides tools for expense pre-authorization. To download a copy, select b. 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. S Uploading Receipts from the Computer. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. 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. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Effective 01/01/22 - 06/30/22. To create a Travel Request, log into Concur using your Single Sign-On. Obtain cash using the Travel & Entertainment Card. 1. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Doing so will authorize signature authority across all systems. Estudiantes de Primer Año. Select Profile Settings. 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. In the Request Header tab, in Request Type, select Travel Request. Note: Files saved in the receipt bank will be available for. 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. 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). Initial loading fee of $1. We would like to show you a description here but the site won’t allow us. 5. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Click on Create New Request . Oracle will then provide a response to Concur to confirm the validity of. In Request Header tab, make the following entries: a. Learn more about Concur here. ucsd. Improve OFC/Concur functionality and speed (e. UCSD Gift Cards (Awards/Recognition), for a Gift Card for an Employee or Non-Employee b. 5. Blink. 1. In Submitted by, the person who is making the request is automatically populated on the form. 00 per gift card. S. $25,000 for property. SRent a Pedego electric bike and pedal your way around the city’s landmarks. 2. 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. An approved funding source is required for all. Select the link for BUDGET & FINANCE. 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. 6. Knowledge Base Articles on the invitation process and registration tips can be located in Services & Support. An example of where the Concur Expense Type is located can be found below. Payment to Employee as the user submitting the Expense Report. 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. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. S. Before booking any travel, your trip should be authorized by the University by creating a trip request. Hotels available for this program: Best Western Premier Hotel Del Mar; Doubletree by Hilton San Diego Del Mar Use tax will be calculated once the expense report is in Oracle based on the taxability of the Account value, Sales Tax Paid, Tax Exempt Code, or Ship-To Zip code entered in Concur. Determine the number of miles traveled. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. 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. 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. 2. ucsd. 1. The interface works best in modern browsers. b. Bank, and Concur. Log into Concur 2. See a list of common routine items you can buy with the Procurement and. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. If an individual pays for the. Procurement. Select Profile Settings. See below for instructions on how to request a cash advance for employees. Email: connexxus@kahalatravel. 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. 2. Information from Blink on how to use the T&E Card for official UC San Diego business. Watch the Concur: Delegates Training video. Note: To add a tool to this list, email Workplace Technology Services. Concur: Employee reimbursements, Travel, and P Card . Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. com receipts@concur. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Method 1: To start from Concur Requests:. Call a Hospital Patient 858-657-7000. 4.