Forgot username. In Access Request, select the link for Oracle and Concur Role Requests 5. Track Oracle and Concur issues impacting financial processes and reports, as identified and reviewed by the ESR Chancellor's Advisory. 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. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Select your initials on the upper right corner of page. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. a. Select Request module at the top of the page 3. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. a. 2. Find out about policy related to air travel and the special circumstances that may make a UC San Diego business traveler eligible for reimbursement for fares booked outside of policy. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. Sheri Hartman, PhD. 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. Profile Icon on the upper right of page . edu with your desired appointment day, time, and your Concur Request ID. 2. The Create New Request pop-up will display. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Take your. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. 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. Doing so will authorize signature authority across all systems. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. edu Travel Information Find information about business travel at UC San Diego. Elevated roles are typically for IT Services & Campus Central Office staff only. 1. Select Add an Assistant. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. ; 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. Uploading Receipts from the Computer. For Fiscal close, IPPS will accrue the following: The report has not been approved or the report does not have a status of “Sent for Payment” and totals $2,500 or more, and: For P-cards, the posted date of the expenses are on or before June 30, 2023. 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. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. 1. 2. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. Effective 07/01/22. Provide recipient & applicable sales tax details in Concur. b. 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. 1. Daycare program payment at home. System Status: All Services are operating normally. Travel & Entertainment Card. M&IE isn't Per Diem, which applies to long-term U. Expense Types are found in each Concur document. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Login to Oracle Financial Cloud (OFC. 2. Airfare not booked in Concur is subject to. Select the Request module, then select New Request. 1. Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. a. Username, verified email address, or SSO code. 6-HELP. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Concur is a secure platform for booking university business travel. We may be able to remove these Projects from Concur at a future date; 1. All UC San Diego employees have access to Concur. g. Review the following locations in Concur for COA/POETAF potential errors:. Contact Us. The Procurement Card process involves the cardholder, U. Select the link for BUDGET & FINANCE. Payees can register to do business with UC San Diego, and update their information all in one place. Log into Concur using your Single Sign-On. S. To view if there is a Supervisor default approver, log in to Concur, select the icon at the top right-hand corner and select. Cash advances issued by UC San Diego Travel are limited to exceptional situations, especially for employees who are to use the Travel & Entertainment Card to access cash during authorized trips. 2. Select Budget & Finance. edu with your desired appointment day, time, and your Concur Request ID. 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. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 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. 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. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Call a Hospital Patient 858-657-7000. Uploading Receipts from the Computer. Travel Request or an Event Request: If a Travel Request or an Event Request contains a Project value (either in the Request/Report Header or in an allocation), the amount charged to the Project will appear as a commitment (also known as a lien) on. Determine the number of miles traveled. Select your desired Expense Report from the Report Library. Conectar Ven a Vernos. a. 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. International Service Fee - Kahala only. 1. Concur Expense Types: Meetings & Entertainment (Events) Search Blink Search Faculty/StaffClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. In Submitted by, the person who is making the request is automatically populated on the form. Notice: UC San Diego travel policy, as published in Blink, is decisive. Equipment Expenditure Types. 2. 1. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. 5. Method 1: To start from Concur Requests: 2. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Review the written steps below: To Add an Out-of-Pocket Expense. Use. We would like to show you a description here but the site won’t allow us. More information on personal bookings in Concur can be found. UC San Diego Procurement Card (for registration only): If the circumstances defined in step 1 apply, provide the card number and ask for a confirmation number. Log into Concur. Online Resources. 3. Provides tools for expense pre-authorization. Rebeiz. Fiscal Closing 2022–2023:. To Access the Approval Flow of a Request. Below Requests, Select New Request. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. More Specifically: Concur (Access or Role Inquiries) If you are not a UCSD employee or a sponsored affiliate, a faculty or staff member at UC San Diego needs to process your reimbursement. Travel: Concur Travel module is UC San Diego's direct booking tool where users can access UC-negotiated rates. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Per diem applies to the following travel situations: Foreign travel. It will also be used for reconciliation of the Express Card and employee reimbursements. 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. ucsd. Yes. Find out about UC San Diego's partner travel agencies' services and contact information. b. 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. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. 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. This will be key information for any Fund Managers or Financial Unit approvers looking to further understanding of the intricate relationships between the two programs. In the left task pane, in Request Settings select Request Delegates or in the Expense Settings section select Expense Delegates. edu. Add their SLBO. S. 1. 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. , reimbursing a non-employee traveler who resides overseas) and be aware that sending a wire has inherent risk and is costly. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. 7. The Active Requests page displays, select the desired Request. ucsd. $75. Standard roles are allowed to be requested by all UCSD Campus business unit users. Payment options for human subjects may be requested through Concur. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. 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. 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. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. 4. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. 12. Expand All. Accepted by all vendors that take VisaClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. If an individual pays for the. SUploading Receipts from the Computer. concur. 4. 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. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. 4. Before booking any travel, your trip should be authorized by the University by creating a trip request. Reservations made for personal travel will appear in Concur under. 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. Notice: UC San Diego employee (including Student Employee) information will be automatically uploaded to the new. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. 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. These can be deleted by checking the box next to the charge and selecting. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 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. Concur. See examples to assist you in determining the category your event falls into in Concur. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. appisano@ucsd. Ramesh R. 3. b. Select the link for BUDGET & FINANCE. Based on the services your company has from SAP Concur, the mobile app includes: 1. 1. 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. Select the link for Get Help & Request Service. 3. ucsd. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. possessions travel. UC San Diego 9500 Gilman Dr. 3. Sign in with: UC San Diego Single Sign-On Sign in with UC San Diego Single Sign-On. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Select Add an Assistant. Determine the circumstances of travel. Standard entertainment: Involving a guest-host. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. For more information on creating a Travel Request or an Event Request, please review the appropriate KBAs 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. 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. Note: To add a tool to this list, email Workplace Technology Services. 163500 - CIP - Construction : CIP- Construction . Code (preferred): copy and paste six-digit code into the field. 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. Check the box next to your desired transaction to select it. Alaska, Hawaii, or U. Below Requests, Select New Request. 536000. a. Request Alerts can be found above can be found above the name of the Request. ) Bookings also include automatic registration in. Select the link for Get Help & Request Service. Please ensure that all invoices dated on or before June 30,. View the Alerts at the top of the page. Select the Requests module at the top of the page 3. We may be able to remove these Projects from Concur at a future date; 1. To create a Travel Request, log into Concur using your Single Sign-On. 2. Fill out all of the necessary trip information, required fields are. How Concur works. While the latest versions of most internet. Select the link for BUDGET & FINANCE. Learn more about Duo. Enroll in and attend the University Procurement Card Program Course (16-minute training) via UCLearning. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device 2. Concur help is available via online resources, live training & weekly office hours; Travel arrangers new to UC San Diego or to Concur should review the travel process and travel booking FAQ as well as Concur FAQ before trip planning begins; Trips must be pre-authorized by creating a Travel Request in Concur before travel arrangements are made Concur FAQ. Offset Per Diem by T&E Card charges. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. Departmental Exchange servers. Log into Concur using your Single Sign-On. The University reimburses its employees' travel expenses (i. edu) 2. We would like to show you a description here but the site won’t allow us. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. How Concur works. Balboa Travel is a full service travel agency that has been successfully handling travel for UC San Diego. Learn about SAP Concur for your business. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. In Request Header tab, make the following entries: a. 2. To set up a . IT Services at UC San Diego leads the university’s technology to ensure your success. 3. If a claim is routed to the Travel Team for review, the timeframe does not include time awaiting review but if the claim requires additional action in order to. Select the module from the top of the screen. Immediate and secure invoice submission delivery to UC San Diego's Accounts Payable system. All UC San Diego employees will automatically have access to Concur; Sponsored affiliates should work with their department's DSA to establish access, provided they have access. Note that you will only be able to choose from Financial Unit Approvers assigned to. Give feedback. Please email paymentservices@ucsd. ***For event types that require an Attendee list, please see the separate. ucsd. Give feedback. At the top of the page, select the Expense module. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Visa Gift Card. UCSD Equipment ; 163001 . Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Note: Additional information about the Procurement Card, including processing information, can be found on the overview page. 1. All UC San Diego employees have access to Concur. edu a. ucsd. Click the box next to "Remember me for 7 days". possessions travel; Long-term travel (30 days or more) in the continental U. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Contact us today. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. Learn how to update your personal email address on UC Path (Support Portal). (Staff who do not have access should request the Oracle role. Log in to. 4. Give feedback. Advancement Support for Engagement, Stewardship, and Philanthropy systems and initiatives. Select the Request module, then select New Request. UC San Diego. Please use the campus links listed below to access the Travel Portal: UC Berkeley. Knowledge Base Articles on the invitation process and registration tips can be located in Services & Support. The new invitation form will ask campus clients to identify up front the UC San Diego system used to issue payment to the payee (e. UCSD – Procurement Card. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. 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. Follow these steps to rent from one of the car rental agencies with a UC agreement. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. In the Request Header tab, in Request Type, select Travel Request. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. 2. List of Tools/ Applications. A brief description on the different ways to be paid by UC San Diego. Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. Log in to your world class Concur solution here and begin managing business travel and expenses. 3. 3. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. Delegation must be set up for others to submit reimbursements on your behalf. Oracle and Concur Role Requests Blink page for. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image). 4. 2. Review the written steps below. 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, 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. Per Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. 2. More information on personal bookings in Concur can be found. For Travel and Events, the Business Travel End Date or Event Date is prior to or on June 30. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. Programmatic activities: In connection with student programs, community support or on-the-job meals. 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. 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. A Travel Request is not needed for Mileage-Only reimbursements, start by creating an Expense Report. 2. 2. )To access the dashboard: Navigate to bah. For honorarium. ucsd. Licenciaturas y Programas. Fill out all of the necessary trip information, required fields are. 4. Additionally,. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. possessions travel; Long-term travel (30 days or more) in the continental U. Per Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. 2. 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. 6. g. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. The portal is divided into 5 major areas: Advancement: Support for engegement, stewardship, and philanthrophy. 3. 1. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. Search Blink Search Faculty/Staff. Role Request Approver Lookup Tool. 2. The Create New Request pop-up will display. Original receipt required for reimbursement for any dollar amount: Airfare. In Trip Purpose, select Mileage. Follow instructions on the “ Concur-how to add delegates1. PO Requisitioner Role (formerly known as the Shopper and Department. Event Name: c. Knowledge Base - Information Technology. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. Expenses should be submitted within *21 days. Select your desired Expense Report from the Report Library. 2. Complete the Student Certification for Business-Related Travel and supporting documents. 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. Concur. We would like to show you a description here but the site won’t allow us. Searching by text may give you UCSD and UCOP values as shown in this example above- ensure that the value selected does not contain (-OP) c.