Next. Select the Requests module, the list of Active Requests will display, to change the view, select View then select the desired Request. ; Provide recipient & applicable sales tax details in Concur. 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 . Select Report Details, then select. a. Please use the campus links listed below to access the Travel Portal: UC Berkeley. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Make sure they have the proper visas. 3. edu) and an active, paid appointment to register a new business systems account. 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. 3. UC San Diego Medical Center, the focal point for our education and community service missions. 00. Select Connect, then a popup will appear. 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. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. 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. Select Can Book Travel for Me. In Travel Settings, select Assistants/Arrangers. Watch the Concur: Delegates Training video. Hilton La Jolla Torrey Pines. ; 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. Find training and resources available for using Concur Travel & Expense. 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. 163500 - CIP - Construction : CIP- Construction . e. Uploading Receipts from the Computer. This article demonstrates how to log into Concur. Select your initials on the upper right corner of page. Concur is a secure platform for booking university business travel. Health System Employees Requesting Oracle & Concur Approver Roles. Original receipt required for reimbursement for any dollar amount: Airfare. ucsd. Notice: UC San Diego travel policy, as published in Blink, is decisive. Finance. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. 10. Provide your Travel & Entertainment Card or personal credit card as payment method. Follow these steps to arrange rental with Enterprise. Employees may update their payee information in UCPath. S. Add their SLBO. Provide recipient & applicable sales tax details in 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. To Access the Approval Flow of a Request. edu with your desired appointment day, time, and your Concur Request ID. 7. . More on T&E Card. Notice: UC San Diego travel policy, as published in Blink, is decisive. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. To Access the Approval Flow of a Request. To use Pulse, you need an AD login and a two-factor authentication. 2. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Hotels available for this program: Best Western Premier Hotel Del Mar. Select the link for Get Help & Request Service. Note: Additional information about the Procurement Card, including processing information, can be found on the overview page. The Concur Request and Expense Report Accounting Blink page will provide an overview of how Requests and Expense Reports are accounted in Oracle Financials Cloud. Copy the exact text and paste into the field. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 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. Select Profile Settings. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. ucsd. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. 6-HELP. UC San Diego. 12. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies. When a Request/Report is created, Request/Report IDs are system-generated. 1. 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. Use a wire only if there is no other option (e. ucsd. 3. ucsd. Concur Basics. 2. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. 6. ucsd. Determine the number of miles traveled. Welcome to Concur. The employee must adequately account to UC San Diego for expenses within a reasonable period of time. In Manage Expenses > Report Library, select Create New Report. Select. 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. UC Davis. View the Alerts at the top of the page. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. 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 in to Concur via Single Sign-On. Once approved, book your travel via Concur or with AAA Corporate Travel using your P-Card when possible. 2. See a list of common routine items you can buy with the Procurement and. Budget & Finance. a. possessions travel. No. 2. . To provide a lecture on XYZ to UC San Diego medical students: B-1, WB, J-1: Yes: To install and train on research equipment for PI Smith’s lab:1. Note: Files saved in the receipt bank will be available for. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Search for your value in one of three ways. Scroll down to Available Receipts at the bottom of the page. Watch the Concur: Request and Expense Report Status Training Video Video: How to Check the Status of a Concur Request and Expense Report (Click above image) 2. Select Expense Preferences. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. The interface works best in modern browsers. 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. Update to PaymentWorks Payee Invitation Form - Coming Soon! PaymentWorks is preparing to launch an enhancement to the payee invitation form. edu, is UC San Diego's eProcurement site. In Request Header tab, make the following entries: a. 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. Use Concur Travel as agreements are automatically applied. Learn more about Concur here. Log into Concur using your Single Sign-On. 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. 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). S. Enroll in and attend the University Procurement Card Program Course (16-minute training) via UCLearning. 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). 2. Liability insurance limits are: $100,000 per person. Simply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. We would like to show you a description here but the site won’t allow us. 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. If you accidentally select UC Office of the President, clear your browser history, repeat. 1. UC San Diego Students, Faculty and Staff. P-Card. UC Merced. After taking those steps, IPPS will ensure that the repayment will be applied. ucsd. Rebeiz. 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. 3. Last Updated: March 24, 2023 3:42:49 PM PDT. Information Technology Technical, Communications and Network Support for Business Systems and Campus Infrastructure. Request access via the IT Service Portal (also called submitting a SNOW ticket). 12. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. When creating the expense for the Concur Expense Report, enter a note as to the approved use of surface transportation in lieu of air travel and attach documentation that supports the cost. Log into Concur using your Single Sign-On 2. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. Find out about UC San Diego's partner travel agencies' services and contact information. Initial loading fee of $1. Domestic Service Fee - Kahala only. Expand All. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. 6. 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. This will be the number used to search for the. 1. Embassy Suites San Diego La Jolla. 1. Learn more about Duo. In the Request Header tab, in Request Type, select Travel Request. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. As the university determines whether changes to benefit rates are required or allowable (for instance, to include things like childcare for Postdoctoral Scholars), those rates will be updated. To Act as a Delegate for Another User. To keep in step with industry trends and in conjunction with the Oracle and Concur Travel & Expense initiative, the Travel Card is changing to a corporate bill model, rebranded as the Travel & Entertainment (T&E) Card. Helpful articles. 2. Give feedback. Learn how to update your personal email address on UC Path (Support Portal). Last Updated: August 28, 2023 11:41:18 AM PDT. Payment options for human subjects may be requested through Concur. Booking Guest Travel via Concur Travel. b. Login to Oracle Financial Cloud (OFC. Forward the email with your receipt image as an attachment or in the body of the email to receipts@expenseit. Enter the name of the desired Travel Assistant. 1. We would like to show you a description here but the site won’t allow us. The process outlined. Select Upload Receipt Image and attach file. Airfare not booked in Concur is subject to. Concur is UC San Diego's online application for travel and expense reporting; Review Concur Basics to help navigate policies and procedures for using Concur; Travel KBAs. Once you select the name it will be added to your attendee list. S Uploading Receipts from the Computer. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. 2. Learn how to be more sustainable and reduce your travel related carbon footprint. OFC & Concur UC San Diego, Academic Affairs - Resource Administration OSI Partners: Allorah Pradenas & Kristin Kielich. Associate Professor and Assistant Dean for Research sjhartman@health. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. In Submitted by, the person who is making the request is automatically populated on the form. Oracle and Concur Role Requests Blink page for. 1. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line; Business Analytics Hub; Campus Space Management (Tririga) CAMS; Ecotime Campus; EmployeeLink;. Fraudulent Charge. a. 3. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. To create a Travel Request, log into Concur using your Single Sign-On. 4. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Knowledge Base - Information Technology. The following content is the same as what is covered in the video, only presented in a different format. Health System Employees Requesting Oracle & Concur Approver Roles. Log in to your world class Concur solution here and begin managing business travel and expenses. Watch the Concur: Request and Expense Report Status Training Video Video: How to Check the Status of a Concur Request and Expense Report (Click above image) 2. All UC San Diego employees have access to Concur. edu, not abcd@dept. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Booking Travel Best Practices. 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. 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. 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. Please email paymentservices@ucsd. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. 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. Employees can also use Concur to book personal travel! BOOK NOW. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. possessions travel; Long-term travel (30 days or more) in the continental U. Check the list below to see what works best for you or your department. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. 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. UAW Agreement Sponsored Project FAQs. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. Select the Request module, then select New Request. They should. 4. Fill out all of the necessary trip information, required fields are. SRent a Pedego electric bike and pedal your way around the city’s landmarks. To set up a Request Delegate, perform the following steps (which correspond. ucsd. Video: How to Create a Travel Request in Concur (Click above Image) 1. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Uploading Receipts from the Computer. Concur is a secure platform for booking university business travel. Concur Travel is also available for personal travel. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. 7. 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. 2. Select Add an Assistant. Information on the AP & Concur accrual process for fiscal close. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. You can make purchases at the UC San Diego Bookstore in several ways. 1. Log into Concur 2. Learn more about Concur here. 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. UCSD GL Journal Entry JR is the only elevated role that departmental users may need to request with VC central office approval; All other elevated roles should not be requested unless there is prior instruction from the domain lead; Grant Access Oracle & Concur Approvers: this means workflow approver roles are being requestedPer Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. Please email paymentservices@ucsd. Travel & Entertainment Card. 1. Capital and CIPBuy & Pay Tools. 4. Uploading Receipts from the Computer. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. Watch the Concur: Delegates Training video. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. 2. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. Register online. It will also be used for reconciliation of the Express Card and employee reimbursements. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. 2. All UC San Diego employees will automatically have access to Concur. 11. Elevated roles are typically for IT Services & Campus Central Office staff only. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. 4. (Staff who do not have access should request the Oracle role. Privately owned motorcycles are not authorized for use on UC San Diego business. Alaska, Hawaii, or U. Departmental Exchange servers. In Access Request, select the link for Oracle and Concur Role Requests 5. Improve OFC/Concur functionality and speed (e. Give feedback. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. edu is UC San Diego's eProcurement site, a modern solution for the university’s business needs. If the Request is not pending approval or is already approved, select the Request. Give feedback. See examples to assist you in determining the category your event falls into in Concur. Note: To add a tool to this list, email Workplace Technology Services. Last Updated: February 15, 2022 4:03:03 PM PST. Yes. Gabriel M. Skip to Step 7 below. An example of where the Concur Expense Type is located can be found below. 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. Navigate to the Services and Support website: 2. Review the written steps below. Use. In the left task pane, in or in the Expense Settings section select Expense Delegates. More information on personal bookings in Concur can be found. Select your desired Expense Report from the Report Library. Request a cash advance from UC San Diego Travel. Travel Arranger / Assistant. After taking those steps, IPPS will ensure that the repayment will be applied. Below Requests, Select New Request. Sustainable Travel Guide. 5. , tangible property, gift card, etc. 2. For honorarium. 4. Find answers, request services, or get help from our team at the UC San Diego Services. 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. 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. 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. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. Travel Arranger / Assistant. 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. 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. Review the Status of the Request. Sales Tax and Use Tax information for Concur is subject to change. 2. ucsd. Travel insurance is not included with personal bookings. 1. Role Request Approver Lookup Tool. 4. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. Expense Report Alerts can be found above the name of the Expense Report. This article demonstrates how to log into Concur. Access Health Sciences, Medical / Pharmacy School, or other institutions. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. For a foreign visitor, having the appropriate visa type. Most employees will need two UCSD accounts - Active Directory and Single Sign On - in order to access UC and campus systems. edu) and an active, paid appointment to register a new business systems account. Access to UCSD Business Systems. UC San Diego UC San Diego. Concur is a secure platform for booking university business travel. Check for a new email titled “UCSD Single Sign-On Registration Confirmation. Give feedback. 4. Log into Concur using your Single Sign-On. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. The following content is the same as what is covered in the video, only presented in a different format. 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. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. 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. Travel expenses are non-taxable and based on trip type. The Department of Urban Studies & Planning within the Division of Social Sciences at the University of California, San Diego, is seeking to make appointments at the Lecturer Academic Year (Unit 18-Non-Senate Faculty) level for both its majors: 1) Urban Studies and Planning and 2) Real Estate and Development. 30. If you need to add or remove role request approvers submit a ticket. 2. Expenses should be submitted within *21 days. Those receiving a role with a delegated purchasing authority ($500, $2500, $5000) will be required to watch a video on Oracle Procurement in UC Learning. All UC San Diego staff employees are eligible to join Career Connection. Code (preferred): copy and paste six-digit code into the field. 4. Reservations can not be charged to the University or the Travel &. Comunidad y Cultura. 2. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. In. , select an applicable meal T&E charge, and click. 4. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. 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. Log into Concur using your Single Sign-On. 2. Knowledge Base Articles on the invitation process and registration tips can be located in Services & Support. 1. Concur Travel is also available for personal travel. Select your initials on the upper right corner of page. Scroll down to Available Receipts at the bottom of the page 3. Skip to page contentIT Services at UC San Diego leads the university’s technology to ensure your success. g. 11. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . Sign In. 1. Payment options for human subjects may be requested through Concur. a. Long-term travel (30 days or more) in the continental U. 4. Fraudulent transactions or fraudulent credits cannot be removed/deleted from Concur once they are listed under Available Expenses, they must be reconciled; To process a Procurement Card or T&E Card Expense Report on behalf of another UCSD employee, the employee must add you as their Delegate. 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. Select the link for Get Help & Request Service. Concur FAQ. Click on the Requests module at the top of the page, the Requests module homepage will display. 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. Project Costs is designed to track detailed transactions. 2. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. ***For event types that require an Attendee list, please see the separate. Watch the Concur: Delegates Training video.