edu. UAW Agreement Sponsored Project FAQs. Username, verified email address, or SSO code. All UC San Diego employees have access to Concur. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. In Request Header tab, make the following entries: a. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. 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. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. Steps to Take. Select Profile at the top-right corner. 6. 11. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. Airfare not booked in Concur is subject to. 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. S. If an individual pays for the. 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. Equipment Expenditure Types. Estudiantes de Primer Año. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. To create a Travel Request, log into Concur using your Single Sign-On. Uploading Receipts from the Computer. Select the link for Get Help & Request Service. Select Add an Assistant. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. All UC San Diego employees will automatically have access to Concur. Select your initials on the upper right corner of page. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. Request Alerts can be found above can be found above the name of the Request. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. 6-HELP. Skip to Step 7 below. 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. Yes. To create a Travel Request, log into Concur using your Single Sign-On. Log in to Concur and select a Request or Expense Report. Navigate to the Services and Support website: 2. 3. 2. Supports approval workflow routing, expense item capture, and expense report creation for end. All UC San Diego employees have access to Concur. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. Licenciaturas y Programas. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Doing so will authorize signature authority across all systems. Code (preferred): copy and paste six-digit code into the field. 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. Privately owned motorcycles are not authorized for use on UC San Diego business. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. 1. Delegates can also email receipts on behalf of another employee to receipts@expenseit. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Select Report Details, then select. The Create New Request pop-up will display. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. ucsd. 4. ucsd. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards. Expenses should be submitted within *21 days. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. Click the box next to "Remember me for 7 days". Note: Files saved in the receipt bank will be available for. (including Alaska and Hawaii): CDW and liability insurance are provided. Notice: UC San Diego travel policy, as published in Blink, is decisive. : CDW is generally included. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. All UC San Diego employees have access to Concur. ucsd. 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. Select the module from the top of the screen. Expense Report Alerts can be found above the name of the Expense Report. 5 cents per mile. Select Profile Settings. Select the . OFC. For honorarium. Log into Concur using your Single Sign-On. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. 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. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. 3. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. 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. Provide recipient & applicable sales tax details in Concur. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. e. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. Air travel accounts for over 11% of UC San Diego’s total greenhouse gas emissions. 1. Obtain cash using the Travel & Entertainment Card. Click on the Requests module at the top of the page, the Requests module homepage will display. Project Costs is designed to track detailed transactions. Register additional devices. 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. This will be the number used to search for the. System Status:. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image). Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. To set up a Request Delegate, perform the following steps (which correspond. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. edu a. ) Bookings also include automatic registration in. Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Enter the name of the desired Travel Assistant. Concur will identify the employee payee under one of the below. Health System Employees Requesting Oracle & Concur Approver Roles. 1. 2. edu or call. La Jolla, CA 92093 (858). UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. ucsd. Log in to Concur via Single Sign-On. Event Name: c. Complete the Student Certification for Business-Related Travel and supporting documents. 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. 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. 3. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. ucsd. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. This tutorial can assist you in assigning delegates in Concur. 6-HELP. Your username is usually the first part of your email address (before the @ symbol). Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. 3. This page has a friendly link that's easy to remember: page will provide a guide on chart string validation on Concur Requests and Expense Reports. Fill out all of the necessary trip information, required fields are. 3. Concur Expense Types. Determine the circumstances of travel. 2. Method 1: To start from Concur Requests:. Health Employees: For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. 4. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 1. More on T&E Card. UCLA. The employee must adequately account to UC San Diego for expenses within a reasonable period of time. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. Improve OFC/Concur functionality and speed (e. Instructions for Catering: Visit UC San Diego Catering to review your on-campus, full-service catering options. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. ASUCLA. To Submit an Event Expense Report. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. In Manage Expenses > Report Library, select Create New Report. Use. Original receipt required for reimbursement for any dollar amount: Airfare. Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. All UC San Diego staff employees are eligible to join Career Connection. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. 7. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. UC San Diego UC San Diego. Oracle Financials Cloud is UC San Diego's eProcurement site, a modern solution for the university’s business needs. Email (including Gmail) OneDrive, GDrive, Teams. 00 per gift card. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. Uploading Receipts from the Computer. Facilitate approval process with accurate and complete claims. f. a. To create a Travel Request, log into Concur using your Single Sign-On. Either: Copy the six-digit code or the exact. 3. 1. $25,000 for property. Oracle Financials Cloud, OFC. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . ucsd. Pick up the rental car, and retain your receipt. An Active Directory (AD) account provides access to: ITS academic computer labs. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 7. 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 exceptionsAll UC San Diego employees have access to Concur. S. 1. UC San Diego 9500 Gilman Dr. Standard roles are allowed to be requested by all UCSD Campus business unit users. 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. How Concur works. Hilton La Jolla Torrey Pines. It provides information and tools to assist you in achieving greater job satisfaction, current job enhancement and lateral or upward. Cognos Analytics is UCSD's Business Intelligence tool. Payment to Employee as the user submitting the Expense Report. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Video: How to Create a Travel Request in Concur (Click above Image) 1. Contact us today. Below Requests, Select New Request. A Card & Payment Products form will update and display In. 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. How to act as a Delegate in Concur. g. 4. Enter dates and add UCSD address in the Reference Point field. 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. 5. Refer to the Personnel Policies for Staff. 3. 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. 2. Concur is a secure platform for booking university business travel. Long-term travel (30 days or more) in the continental U. 00. ucsd. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. 1. 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. In Access Request, select the link for Oracle and Concur Role Requests 5. 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 . Request a cash advance from UC San Diego Travel. Please email [email protected] the Concur Travel page select "Book for a guest" and then click on the hotel search icon. If you need to add or remove role request approvers submit a ticket. To Access the Approval Flow of a Request. Once the Expense Report has been fully approved, funds will be moved from the chart string on the Expense Report or Allocation back to UCSD Travel 24-48 hours after1. We would like to show you a description here but the site won’t allow us. concur. Select Profile Settings. 2. The T&E charge in. Method 1: To start from Concur Requests:. Knowledge Base - Information Technology. edu a. 3. Event Location: e. To download a copy, select b. To Act as a Delegate for Another User. S Uploading Receipts from the Computer. edu with your desired appointment day, time, and your Concur Request ID. 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. Offset Per Diem by T&E Card charges. 3. 1. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. Rao. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Concur identifies the employee payee under Payment Type: Payment to Employee as the user submitting the Expense Report, or the user that the delegate is acting on behalf of; To process a Procurement Card Expense Report on behalf of another UCSD employee, the employee will need to add you as their delegateA brief description on the different ways to be paid by UC San Diego. 2. This exception needs prior. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. To process a Procurement Card Request on behalf of another UCSD employee, the employee will need to add you as their delegate. 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 . See a sample transmittal letter (PDF). When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. 2. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Choose a device via which to complete two-step login (see Figure 2 below) Figure 2: If you set a device to automatically complete two-step, click Cancel, then check the. Select the Requests module at the top of the page. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. 2. b. In Submitted by, the person who is making the request is automatically populated on the form 6. Select Upload Receipt Image and attach file. Select type of trip search (airfare, car rental, hotel, train) 10. 7. 4. Privately owned motorcycles. Find out about rental car coverage. The process outlined. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. 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. Travel Arranger / Assistant. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. 536000. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. 1. Oracle Financials Cloud and Concur standard roles allow departmental users to either view transactions and reports, or create a transaction with review from another person (an approver). 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. Reservations can not be charged to the University or the Travel &. Ramesh R. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. Log into Concur. UCSD – Procurement Card. Click on Create New Request . Note: To add a tool to this list, email Workplace Technology Services. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. IT Services at UC San Diego leads the university’s technology to ensure your success. 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. ucsd. 1. Required when booking travel through Concur/Balboa Travel. possessions travel; Long-term travel (30 days or more) in the continental U. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. Concur. University of California, San Diegoa. Give feedback. 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. Learn more about Duo. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Effective 07/01/22. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel & Expense team will be happy to. The Procurement Card process involves the cardholder, U. Use single-sign-on to log in. 1. Select Add an Assistant. Accepted by all vendors that take VisaClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. 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). 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. 2. Give feedback. Health System Employees Requesting Oracle & Concur Approver Roles. Event Location: e. Employees can use Concur to receive UC-negotiated rates for personal travel. 2. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. If you accidentally select UC Office of the President, clear your browser history, repeat. 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 Services & Support Portal to submit a case to cancel the card on their behalf. Last day to submit Concur Travel Expense Reports (with required documentation and final departmental approval) for June posting. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. 5. 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. Log in to Concur and select a Request or Expense Report. 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. 2. Collision. Concur is a secure platform for booking university business travel. 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. 4. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. Event Date: d. Travel insurance is not included with personal bookings. Skip to page content. Log in to Concur via Single Sign-On. We may be able to remove these Projects from Concur at a future date; 1. 5. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. SUploading Receipts from the Computer. Concur Travel and Expense. 1. edu 858-822-4572. 1. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Concur Basics. a. 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. Initial loading fee of $1. Alaska, Hawaii, or U. Note: Payment must be paid by UC San Diego and not by the individual employee. 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. The Active Requests page displays, select the desired Request. The department will. 3. 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. UCLA. $300,000 per accident. E. For a foreign visitor, having the appropriate visa type. Dependent care cost at conference site. Select your initials on the upper right corner of page. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. Online Resources. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. 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. Follow instructions on the “ Concur-how to add delegates1. Concur. 1. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. 1. As you plan for adjusting budgets, continue to use UC San Diego's Composite Benefit Rates. . Claim Per Diem (Travel Allowances) based on input of travel dates. ucsd. Watch the Concur: Delegates Training video. Logistics. edu, is UC San Diego's eProcurement site.