Sales Tax and Use Tax information for Concur is subject to change. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. Blink Blink. Forward the email with your receipt image as an attachment or in the body of the email to receipts@expenseit. Your reservation will be in Concur under Available Expenses by the next day. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Track Oracle and Concur issues impacting financial processes and reports, as identified and reviewed by the ESR Chancellor's Advisory. You can select multiple expenses to allocate all of them to the same chart string if desired. 2. 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. com. ucsd. 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. Click the box next to "Remember me for 7 days". Check the list below to see what works best for you or your department. 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. Log in to your world class Concur solution here and begin managing business travel and expenses. 3. 1. 4. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. Air travel accounts for over 11% of UC San Diego’s total greenhouse gas emissions. For a non-UC San Diego entity, process under Concur and attach a transmittal letter on UC San Diego letterhead to be sent with the UC San Diego payment to the recipient organization. Use Concur Travel as agreements are automatically applied. Make pre-travel arrangements. Additionally,. Request a cash advance from UC San Diego Travel. Select the Request module, then select New Request. Video: How to Create a Travel Request in Concur (Click above Image) 1. How Concur works. 00 per gift card. Information below will encompass and expand on information that previously resided in the CoA User. In Travel Settings, select Assistants/Arrangers. 1. Scroll down to Available Receipts at the bottom of the page 3. 2. Select Profile. edu is UC San Diego's official booking site for all business travel, including employees and guests. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. Skip to page content. Standard entertainment: Involving a guest-host. ***For event types that require an Attendee list, please see the separate. Information on the AP & Concur accrual process for fiscal close. Login to Oracle Financial Cloud (OFC. 2. a. 2. Concur will identify the employee payee under one of the below. An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. Associated Concur Report Type. 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. 1. Call UC San Diego Health 858-657-7000. 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. Step-by-Step Guide Detailed instructions for Student Life Staff on how to request a new P-Card, including how to navigate Concur, attach required documents,. S. Under the supervision of the Director of Administrative Operations, the Executive Vice Chair (EVC) and the Division Chief, the Executive Assistant to the EVC. a. We will add information here about the impacts on grants and. Long-term travel (30 days or more) in the continental U. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. To create a Travel Request, log into Concur using your Single Sign-On. Steps to Take. Select the link for BUDGET & FINANCE. ucsd. 7. Select Profile at the top-right corner. 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. In the Request Header, in Request Type, select Card and Payment Products Request 5. $25,000 for property. ucsd. Select. 5. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. If the Request is not pending approval or is already approved, select the Request. 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. Consult with your fund manager for appropriate Expenditure Type or refer to list below to match Account Code. In 2020 UC San Diego launched a new Financial Information System (FIS) that continues to unveil financial business processes and reporting needs for the general ledger, expense and revenue management, and budget governance through Oracle Financials Cloud, Concur, and Oracle Planning and Budgeting. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. In. Expense Report Alerts can be found above the name of the Expense Report. Concur: Employee reimbursements, Travel, and P Card . Navigate to the Services and Support website: 2. How Concur works. 2. Uploading Receipts from the Computer. In Payment Product Type, select. $45. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. University of California, San Diegoa. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. See a list of common routine items you can buy with the Procurement and. 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. Log into Concur 2. ) All personal bookings require a personal form of payment. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards. Type of Service: Catering - Full Service OR. Email (including Gmail) OneDrive, GDrive, Teams. Navigate to the Services and Support website: 2. Select the Requests module at the top of the page 3. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 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. 4. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. Event Name: c. 7. Note: To add a tool to this list, email Workplace Technology Services. M&IE isn't Per Diem, which applies to long-term U. 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. Scroll down to Available Receipts at the bottom of the page 3. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Raffle and Prizes (Non Cash) - Concur: Request a Disbursements gift card, expense reimbursement, gifts given as an incentive for employee participation in events and surveys; or payment to a vendor for prizes - Oracle. Select your initials on the upper right corner of page. 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. ASUCLA. Navigate to the Services and Support website: 2. 2. Cognos Analytics is UCSD's Business Intelligence tool. *For individual business travel, visit Concur: Booking Travel or to set up payment for department meetings visit Meetings and Entertainment for additional details. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Jorge Poveda. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 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. 1. 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. Please ensure that all invoices dated on or before June 30,. 2. 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. Note: Files saved in the receipt bank will be available for. At the top of the page, select the Expense module. 3. 1. edu with your desired appointment day, time, and your Concur Request ID. 4. Travel program negotiated rates, benefits, and value added services are only available if travel is booked through Balboa Travel (Concur) or Kahala Travel (for specific federally funded travel. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. Complete the required Procurement Card Department Administrator form (PDF). Concur Travel & Expense; Oracle Financials Cloud; AP On-Line. 2. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. 1. 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. In the Request Header tab, in Request Type, select Travel Request. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. Find out about rental car coverage. This article demonstrates how to log into Concur. The Expense Report will copy the information you had previously entered in the Request Header to the Report Header. Additional coverage may be included, for details send an inquiry to Service and Support (login required). 2. The department will. Check the box next to your desired transaction to select it. 2. Employee travelers should use their Travel &. Select Expense Preferences. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. Alaska, Hawaii, or U. edu with your desired appointment day, time, and your Concur Request ID. Select the desired hotel from the list, direct bill hotels are listed as. Comunidad y Cultura. In addition, associated taxes will be withheld from the employee’s next payroll. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Travel Arranger / Assistant. Doubletree by Hilton San Diego Del Mar. Guests and Other Learners. 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. 5 hrs Recommended Participants: Travel Arrangers, Delegates, Travelers and Financial Managers Course Overview: The course will include an in-depth explanation of topics. Use this lookup tool to identify Oracle & Concur role request approvers by Financial Unit or User. Type of Event: On Campus OR Off Campus. UCLA. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. possessions travel. The below information reviews UC San Diego Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financials Cloud (OFC) and Concur. ; When submitting a Services & Support ticket, provide the Request/Report IDs. , Concur freezes up, OFC slow, etc. 1. Log in to Concur via Single Sign-On. 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. Sign in here using. 6. ASUCLA. Use a wire only if there is no other option (e. edu 858-822-4572. Concur Information. 1. 4. 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. Concur is a secure platform for booking university business travel. 3. This page has a friendly link that's easy to remember: How to Act as a Delegate in Concur (Click above Image) . 1. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. Concur FAQ. 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. 6. In Requests, select Create New Request. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. UC San Diego business travel and entertainment in compliance with policy generally does not result in additional taxable income to the employee. IMPORTANT: Concur is set up as a self-service portal for employee reimbursements and expense reporting for travel and P-Cards. Foreign visitors are issued an I-94 (arrival/ departure card) showing their travel status, which determines eligibility for reimbursement. edu is UC San Diego's official booking site for all business travel, including employees and guests. Concur Travel is also available for personal travel. Standard roles are allowed to be requested by all UCSD Campus business unit users. View the Alerts at the top of the page. 2. 1. 1. Request Header. To Access the Approval Flow of a Request. In Access Request, select the link for Oracle and Concur Role Requests 5. In. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Reservations can not be charged to the University or the Travel &. Student Awards: 536300: Y: E. View the Alerts at the top of the page. Select Connect, then a popup will appear. i. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. Travel Request in Concur. Conectar Ven a Vernos. 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 Submitted by, the person who is making the request is automatically populated on the form. To set up a Request Delegate, perform the following steps (which correspond. Knowledge Base - Information Technology. 2. 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. 2. In Access Request, select the link for Oracle and Concur Role Requests 5. Hilton La Jolla Torrey Pines. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. UC San Diego. 1. This is set up by the department once you have completed employment forms. 2. Expand All. 4. edu Research Interests: Cancer survivorship; Health behavior. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Oracle Financials Cloud is UC San Diego's eProcurement site, a modern solution for the university’s business needs. 4. In the left task pane, in or in the Expense Settings section select Expense Delegates. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. Hospitality contracts are for hotels, venues, or restaurants that are requesting a signature containing terms and conditions. UC San Diego 9500 Gilman Dr. UC Davis. 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). Check for a new email titled “UCSD Single Sign-On Registration Confirmation. Learn more about Concur here. ) All personal bookings require a personal form of payment. Find out about UC San Diego's partner travel agencies' services and contact information. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. 2. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Set your push preferences and other Duo options. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. Request Type: Event Request. 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. Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. 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. Offset Per Diem by T&E Card charges. 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. To download a copy, select b. Enroll in and attend the University Procurement Card Program Course (16-minute training) via UCLearning. To create a Travel Request, log into Concur using your Single Sign-On. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. edu) and an active, paid appointment to register a new business systems account. To set up a Request Delegate, perform the following steps (which correspond. See a sample transmittal letter (PDF). This article provides instructions on how to login to Oracle Financials Cloud (OFC). Access Health Sciences, Medical / Pharmacy School, or. In. 2. Select your desired Expense Report from the Report Library. Active Directory (AD) : for email, the campus wireless network, Virtual Private Network (VPN), and TritonEd. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 2. 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. Complete the Student Certification for Business-Related Travel and supporting documents. 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. Select the module from the top of the screen. Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. Concur 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. Will you be traveling soon? Check out the Hot Topics video for a refresher on tips & tricks on booking travel and an overview of the Concur Mobile App and TritpIt Pro! Concur on Your Device. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. Expense Report Type. Video: How to Create a Travel Request in Concur (Click above Image) 1. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. 4. All UC San Diego employees have access to Concur. More information on personal bookings in Concur can be found. Concur FAQ. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. Once a Concur document is submitted, the Report Header chart string (s) and allocation (s) are sent to Oracle to undergo a validation process to ensure that they are valid. Concur. As our understanding of. edu, is UC San Diego's eProcurement site. It also includes labor and delivery services. edu a. Select Profile Settings. Click on the Requests module at the top of the page, the Requests module homepage will display. Budget & Finance. UC San Diego. 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. 6-HELP. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. To set up a . Health System Employees Requesting Oracle & Concur Approver Roles. Note: Files saved in the receipt bank will be available for. 2. Card products include Travel & Entertainment Cards, and Procurement Cards (P-cards),. Your reservation will be in Concur under Available Expenses by the next day. The portal is divided into 5 major areas: Advancement: Support for engegement, stewardship, and philanthrophy. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. 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. Check the box next to your desired transaction to select it. Reservations made for personal travel will appear in Concur under. g. Improve OFC/Concur functionality and speed (e. These can be deleted by checking the box next to the charge and selecting. b. Current UC San Diego Employees (including Student Employees) and Sponsored Affiliates are able to log-in and access Concur. Login to Oracle Oracle replaces Marketplace as UC San Diego's eProcurement site. Fiscal Closing 2022–2023:. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. 3. List of Tools/ Applications. 5. ; 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. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. Select Upload Receipt Image and attach file. Fiscal Close. In the Request Header tab, in Request Type, select Travel Request. Take Me There Frequently Asked Questions Expand All How to. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. A Card & Payment Products form will update and display In. Reconcile the trip. 1. More on T&E Card. 5. Dependent care cost at conference site. S. 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). Click on Create New Request . Departmental Exchange servers. IT Services at UC San Diego leads the university’s technology to ensure your success. To set up a Request Delegate, perform the following steps (which correspond. All UC San Diego employees will automatically have access to Concur. The PO Requisitioner is the individual who submits the shopping carts for approval in Oracle Procurement. The employee must adequately account to UC San Diego for expenses within a reasonable period of time. 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. Email: connexxus@kahalatravel. Review the written steps below. OFC. Make pre-travel arrangements. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. 1. 2. ucsd. Creating a Travel Expense Report. Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. Information on the AP and Concur accrual process for fiscal close. 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. From anywhere in Concur, in the upper right, select the Profile icon. E. Review the Status of the Request. Use single-sign-on to log in. Select the link for BUDGET & FINANCE. 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. Concur is a secure platform for booking university business travel. To Act as a Delegate for Another User. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. Click the box next to "Remember me for 7 days". Procurement Card Expenses. Select Connect, then a popup will appear. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. Once payment is processed in the bank, you will see the wire payment post in Oracle. a. Learn more about Duo. In Access Request, select the link for Oracle and Concur Role Requests 5. Select Profile Settings. No. Expense Types are found in each Concur document. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. Supports approval workflow routing, expense item capture, and expense report creation for end. 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. See below for instructions on how to request a cash advance for employees. 1. Doubletree by Hilton San Diego Mission Valley. 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. PO Requisitioner Role (formerly known as the Shopper and Department. Professor [email protected] cents.