This exception needs prior. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. 11. 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. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Request Alerts can be found above can be found above the name of the Request. 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. Select the . 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 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. Note: Payment must be paid by UC San Diego and not by the individual employee. $45. Select the link for Get Help & Request Service. Video: How to Create a Travel Request in Concur (Click above Image) 1. Note: To add a tool to this list, email Workplace Technology Services. In Access Request, select the link for Oracle and Concur Role Requests 5. 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. Free services. Simply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. System Login: Concur. Rao. Information from Blink on how to use the T&E Card for official UC San Diego business. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. 1. List of Tools/ Applications. Concur Request and Expense Report Accounting. The PO Requisitioner is the individual who submits the shopping carts for approval in Oracle Procurement. PO Requisitioner Role (formerly known as the Shopper and Department Buyer Roles. Supports approval workflow routing, expense item capture, and expense report creation for end. 00 per gift card. Oracle, Concur, Services & Support), which. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Employee travelers should use their Travel &. 3. Access has been provisioned to anyone with the Oracle BI Consumer JR role. Note: Files saved in the receipt bank will be available for. Call Today! Known Finance Systems Issues. Alaska, Hawaii, or U. Information Technology Technical, Communications and Network Support for Business Systems and Campus Infrastructure. Empress Hotel La Jolla. Give feedback. 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. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 4. If you need to add or remove role request approvers submit a ticket. Creating a Travel Expense Report. Log into Concur using your Single Sign-On 2. UC San Diego 9500 Gilman Dr. Notice: UC San Diego travel policy, as published in Blink, is decisive. Balboa Travel is a full service travel agency that has been successfully handling travel for UC San Diego. Follow these steps to rent from one of the car rental agencies with a UC agreement. Make pre-travel arrangements. 1. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Check the box next to your desired transaction to select it. Oracle Financials Cloud is UC San Diego's eProcurement site, a modern solution for the university’s business needs. 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. The last section on this page details the cash advance process for non-employees. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. The employee must adequately account to UC San Diego for expenses within a reasonable period of time. An Active Directory (AD) account provides access to: ITS academic computer labs. Select Profile Settings. ; Out of Pocket Expenses: (e. Programmatic activities: In connection with student programs, community support or on-the-job meals. Watch the Concur: Delegates Training video. Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Licenciaturas y Programas. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. Conectar Ven a Vernos. For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. Budget & Finance. 1. This is set up by the department once you have completed employment forms. 2. Enter dates and add UCSD address in the Reference Point field. possessions travel; Long-term travel (30 days or more) in the continental U. 11. Gabriel M. Username, verified email address, or SSO code. Employees can also use Concur to book personal travel! BOOK NOW. Accepted by all vendors that take VisaClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. Log into Concur using your Single Sign-On. If an individual pays for the. 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. edu. Are there additional resources? How do I write a strong business purpose? How do I add someone as a delegate? Are there walkthrough videos? Concur. 5 cents. Non-UCSD Employees will need to be set up in Payment Compass as a payee. , reimbursing a non-employee traveler who resides overseas) and be aware that sending a wire has inherent risk and is costly. 7. Select the desired Expense Report. You will need a valid UCSD email address (abcd@ucsd. Sign In. Effective 07/01/22. 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. Code (preferred): copy and paste six-digit code into the field. Concur is a secure platform for booking university business travel. International Service Fee - Kahala only. 5. Concur Information. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. 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. In the left task pane, in or in the Expense Settings section select Expense Delegates. 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. Concur. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Select Budget & Finance. ucsd. Video: How to Create a Travel Request in Concur (Click above Image) 1. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Yes. Concur Travel & Expense; Educational Benefits; Job Bulletin; My Directory; Ecotime Campus; My Training;. 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. 1. 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. This will be the number used to search for the. 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. For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. Taxable (T)/Exempt (E) Agent Booking or Service Fees. Give feedback. Effective 01/01/22 - 06/30/22. Scroll down to Available Receipts at the bottom of the page. List of Tools/ Applications. 75: Touchless: Booking Hotel or Car without Air/Rail: $3: $0-$5: Touched: Agent assistance with a touchless transaction: $13: $13:Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new financial system, and there is no need for Employees to register for reimbursement or travel-related payments. 3. All UC San Diego employees have access to Concur. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. Review the written steps below. 1. 4. 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. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. 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. Log into Concur using your Single Sign-On. 6. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. S. Fill out all of the necessary trip information, required fields are. In the Report Header, fill out all the required fields. com by providing the user’s verified email address in the , the tool scans and digitizes your. Review UCSD Travel Policy Highlights. Your username is usually the first part of your email address (before the @ symbol). 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. 00. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. , select an applicable meal T&E charge, and click. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 2. Steps to Take. Complete the Student Certification for Business-Related Travel and supporting documents. ucsd. UC San Diego 9500 Gilman Dr. How to Buy From the UC San Diego Bookstore. Concur/Payment Request (for non-PO payees or Guest Travelers) Oracle (for PO payees) Empty (for employees) Employees need to be reimbursed on their own Concur account - they cannot be selected as a Non-Employee Payee in Concur or the Payment Request form. 2. 3. edu. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. ucsd. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. The Active Requests page displays, select the desired Request. Yes. 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. Last Updated: February 15, 2022 4:03:03 PM PST. Review the written steps below. Request a cash advance from UC San Diego Travel. 4. 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. Request Delegate, perform the following steps (which correspond to setting up an Expense Delegate): 1. Yes. 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. a. An example of where the Concur Expense Type is located can be found below. 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. No. Learn more about Concur here. Sign in using the method you selected when you were first invited to Payment CompassSteps to Take. Register your phone or other device. UC Riverside. Profile Icon on the upper right of page . a. 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. 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. Ensure to provide the Project numberVideo: How to Create a Travel Request in Concur (Click above Image) 1. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Definitions. 4. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. View the Alerts at the top of the page. This is the type of expense report. Provide recipient & applicable sales tax details in Concur. ucsd. 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. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Last Updated: August 28, 2023 11:41:18 AM PDT. edu . 4. Type of Service: Catering - Full Service OR. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. At the top of the page, select the Expense module. 1. Learn how to be more sustainable and reduce your travel related carbon footprint. 5. 5. In the U. Access Health Sciences, Medical / Pharmacy School, or. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Give feedback. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. Select the box next to A Delegate for another user who has. Estudiantes de Transferencia. 1. Select the link for Get Help & Request Service. 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. While the department chart string is required for the expense report in Concur, please note that a different COA is required for the Cashier Deposit Form - see Step 5 below. In. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 3. Select Connect, then a popup will appear. Complete your travel request in Concur prior to the trip and submit for approval. Click on the Requests module at the top of the page, the Requests module homepage will display. In the Request Header, in Request Type, select Card and Payment Products Request 5. 2. Call a Hospital Patient 858-657-7000. More specifically, Oracle ensures that UC San Diego's culture of innovation, ambition, and. Concur transactions will use OneSource in Oracle to calculate use tax based on. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. edu is UC San Diego's official booking site for all business travel, including employees and guests. Last Updated: March 24, 2023 3:42:49 PM PDT. Expand All. 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. The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. BI & Financial Reporting. Procurement Card Benefits. 4. 3. 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. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. Watch the Concur: Delegates Training video. The timeframe for submission of travel and entertainment expense claims includes review and approval by the department. We would like to show you a description here but the site won’t allow us. Find out about UC San Diego's partner travel agencies' services and contact information. Login to Oracle Oracle replaces Marketplace as UC San Diego's eProcurement site. Request access via the IT Service Portal (also called submitting a SNOW ticket). 1. Select Profile Settings. Note: By virtue of their titles, chancellor and VC, Concur claims are automatically routed for review by the UC San Diego Travel director on behalf of the controller. Pick up the rental car, and retain your receipt. Select Upload Receipt Image and attach file. Concur: Employee reimbursements, Travel, and P Card . S Uploading Receipts from the Computer. 1. P-Card. See a list of common routine items you can buy with the Procurement and. Reservations can not be charged to the University or the Travel &. Determine the number of miles traveled. e. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. UC Davis. g. COA Account. Request a cash. Initial loading fee of $1. View the Alerts at the top of the page. 1. Scroll down to Available Receipts at the bottom of the page 3. If you accidentally select UC Office of the President, clear your browser history, repeat. 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses,. Concur Expense Types. How Concur works. Oracle and Concur Role Requests Blink page for. To Act as a Delegate for Another User. In Submitted by, the person who is making the request is automatically populated on the form 6. g. Consult with your fund manager for appropriate Expenditure Type or refer to list below to match Account Code. All UC San Diego staff employees are eligible to join Career Connection. edu is UC San Diego's official booking site for all business travel, including employees and guests. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. Foreign visitors are issued an I-94 (arrival/ departure card) showing their travel status, which determines eligibility for reimbursement. 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. Note: Files saved in the receipt bank will be. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. 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. 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. Concur FAQ. UC San Diego. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Select Profile Settings. Type of Event: On Campus OR Off Campus. Register additional devices. 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. Search Blink Search Faculty/Staff. Select the Request module, then select New Request. 6. 2. Budget & Finance: Budget, finance,. 536000. Sales Tax and Use Tax information for Concur is subject to change. f. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Health System Employees Requesting Oracle & Concur Approver Roles. Select Profile at the top-right corner. Log into Concur using your Single Sign-On 2. Navigate to the Services and Support website: 2. 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. Travel: Concur Travel module is UC San Diego's direct booking tool where users can access UC-negotiated rates. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. $300,000 per accident. 1. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. All UC San Diego employees have access to Concur. Select Request module at the top of the page 3. Determine the circumstances of travel. Concur Basics. The interface works best in modern browsers. 5. 18 cents per mile. Knowledge Base - Information Technology. Reservations made for personal travel will appear in Concur under. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name In an effort to streamline processes and eliminate the need for departments to request checks for hotel prepayment, IPPS Travel and Concur offer the ability to book local hotels and bill to UC San Diego. Last Updated: August 28, 2023 11:41:18 AM PDT. 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. Your reservation will be in Concur under Available Expenses by the next day. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. 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. Note: Files saved in the receipt bank will be available for. 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 Travel Expense Reports. 2. Login to Oracle Financial Cloud (OFC. edu with your desired appointment day, time, and your Concur Request ID. 163500 - CIP - Construction : CIP- Construction . Long-term travel (30 days or more) in the continental U. To create a Travel Request, log into Concur using your Single Sign-On. 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. a. 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. 4. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. Who can access Concur. 10. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. Delegates can also email receipts on behalf of another employee to receipts@expenseit. Please consult with your Fiscal Assistant and/or your Fund Manager to determine the best method of procurement for your particular situation. Payees can register to do business with UC San Diego, and update their information all in one place. It will also be used for reconciliation of the Express Card and employee reimbursements. The process outlined. 3. UC Davis. S. 4. 4. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. 5. Use single-sign-on to log in. 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. Request Alerts can be found above can be found above the name of the Request. La Jolla, CA 92093 (858). 2. Log in to Concur and select a Request or Expense Report. 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. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. (including Alaska and Hawaii): CDW and liability insurance are provided. Select your initials on the upper right corner of page. In Submitted by, the person who is making the request is automatically populated on the form. Select your desired Expense Report from the Report Library. In Requests, select Create New Request.