Learn how to be more sustainable and reduce your travel related carbon footprint. 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. The T&E charge in. g. 1. 4. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Select the Requests module 3. 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. This section will provide a brief overview of booking guest travel via Concur Travel Critical Concepts. La Jolla, CA 92093 (858). In. Access Health Sciences, Medical / Pharmacy School, or other institutions. Note: To add a tool to this list, email Workplace Technology Services. Fill out all of the necessary trip information, required fields are. Use Concur Travel as agreements are automatically applied. More information on personal bookings in Concur can be found. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. If you are a Delegate for another user, click on the Act as Another User dropdown and you will see a box stating Act As. 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. Your username is usually the first part of your email address (before the @ symbol). Select the approved Travel Request, and under the Action select Expense; this action will populate CoA information from the Travel Request to the Travel Expense . 4. Information about live UC San Diego systems that are down for maintenance or are experiencing unscheduled downtime or other issues can be found on the UC San Diego Systems Status website. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. Alaska, Hawaii, or U. Select Expense Preferences. Log in to Concur and select a Request or Expense Report. Make pre-travel arrangements. 2. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. Method 1: To start from Concur Requests:. Make sure they have the proper visas. 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. edu with your desired appointment day, time, and your Concur Request ID. Determine the circumstances of travel. a. Request Alerts can be found above can be found above the name of the Request. Video: Delegates (click above image) Script: Delegates The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense. 2. Navigate to the Services and Support website: 2. Select Add an Assistant. Determine the number of miles traveled. possessions travel. 2. After taking those steps, IPPS will ensure that the repayment will be applied. 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. Oracle Financials Cloud, OFC. Once you select the name it will be added to your attendee list. 2. For honorarium. 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. The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. ucsd. Select Upload Receipt Image and attach file. 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. Mas. Complete your travel request in Concur prior to the trip and submit for approval. Project Cost: This is generally an expense or a charge PPM Manage Project Costs: Within the Oracle Financial Cloud, transactions are accounted for in the General Ledger (GL) but can be tracked at a more granular level within Oracle Project Portfolio Management (PPM). An invoice or itinerary from the travel agency, booking service or airline may serve as the original receipt. Standard roles are allowed to be requested by all UCSD Campus business unit users. Expense Report Alerts can be found above the name of the Expense Report. Reduce Per Diem for meals that are provided by conferences, etc. Expense Report Type. Capital and CIPBuy & Pay Tools. 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. Oracle will then provide a response to Concur to confirm the validity of. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. 1. Once approved, book your travel via Concur or with AAA Corporate Travel using your P-Card when possible. Based on the services your company has from SAP Concur, the mobile app includes: 1. 12. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. Grande Colonial La Jolla. Airfare not booked in Concur is subject to. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel. Select type of trip search (airfare, car rental, hotel, train) 10. The Concur Accounting Blink pages will provide insight on how Concur Requests and Expense Reports interact with Oracle Financials Cloud. Project Costs is designed to track detailed transactions. Select the desired hotel from the list, direct bill hotels are listed as. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. Doubletree by Hilton San Diego Del Mar. 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. 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. UC Davis. SUploading Receipts from the Computer. edu . 1. Complete the Rationale for Contracting Covered Services form and submit the completed form to Labor Relations. The T&E charge in. Log into Concur using your Single Sign-On 2. 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. 3. Professor [email protected] cents. S. How Concur works. Buy & Pay. Domestic Service Fee - Kahala only. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. Remember me. 18 cents per mile. Navigate to the Services and Support website: 2. Log into Concur. Provide your Travel & Entertainment Card or personal credit card as payment method. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. Select the Requests module at the top of the page 3. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Privately owned motorcycles. A Card & Payment Products form will update and display In. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. Doing so will authorize signature authority across all systems. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. Call a Hospital Patient 858-657-7000. Employees can use Concur to receive UC-negotiated rates for personal travel. 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. Note: Files saved in the receipt bank will be. Active Directory (AD) : for email, the campus wireless network, Virtual Private Network (VPN), and TritonEd. Select the link for BUDGET & FINANCE. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. UC San Diego. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. To create a Travel Request, log into Concur using your Single Sign-On. 2. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. Email (including Gmail) OneDrive, GDrive, Teams. It frees up employees to focus their time and effort on advancing the education, research, and public service mission of UC San Diego. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. 3. Use a wire only if there is no other option (e. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. UC San Diego Medical Center, the focal point for our education and community service missions. 2. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. Reconcile the trip. Logistics. 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. View the Alerts at the top of the page. Learn about the approval workflow in Concur. i. 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. 3. concur. 00. 6-HELP. 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. No. E. 4. 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. Request Header. Find training and resources available for using Concur Travel & Expense. Liability insurance limits are: $100,000 per person. 1. 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. Select the Request module, then select New Request. possessions travel; Long-term travel (30 days or more) in the continental U. This article provides instructions on how to login to Oracle Financials Cloud (OFC). SSimply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. Concur is a secure platform for booking university business travel. Check the list below to see what works best for you or your department. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for. 4. 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. In Travel Settings, select Assistants/Arrangers. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). Contact your Department Security Administrator (DSA) or the ITS Service Desk , (858) 246-4357 or ext. Select the link for BUDGET & FINANCE. The following content is the same as what is covered in the video, only presented in a different format. Take Me There Frequently. Ecotime is integrated with the UCPath Payroll & Human Resources system for pay and leave reporting. La Jolla, CA 92093 (858). Clearing of the credit memo is done monthly after the month-end ledger closing. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. See below for instructions on how to request a cash advance for employees. Event Name: c. 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. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. S. Pulse offers various applications, such as the Clinical Web Portal, the Business Contracting website, and UCSD JobLink. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Travel expenses are non-taxable and based on trip type. Select Expense Preferences. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Finance. We will add information here about the impacts on grants and. Due to switching over to new travel and financial systems. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 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 the link for Get Help & Request Service. Register additional devices. edu Travel Information Find information about business travel at UC San Diego. Learn more about Concur here. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Select the link for BUDGET & FINANCE. All UC San Diego employees will automatically have access to Concur. 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. Offset Per Diem by T&E Card charges. Set your push preferences and other Duo options. ucsd. 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. 1. a. Log into Concur using your Single Sign-On. Event Date: d. Concur Information. 3. edu, not [email protected]. Email: connexxus@kahalatravel. All UC San Diego employees have access to Concur. Select Profile at the top-right corner. In Manage Expenses > Report Library, select Create New Report. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. e. 4. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Oracle and Concur Role Requests Blink page for. Concur will provide a best-in-class solution for booking, managing, and reconciling travel. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. Please email paymentservices@ucsd. Note: Files saved in the receipt bank will be available for. All UC San Diego employees have access to Concur. S. If the Request is not pending approval or is already approved, select the Request. 2. Select Connect, then a popup will appear. Log into Concur using your Single Sign-On, see the . 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. Meal & Incidental Expenses (M&IE) for trips prior to July 1st, 2022 claim up to the maximum of $62 per day. All UC San Diego employees will automatically have access to Concur. At the top of the page, select the Expense module. Dependent care cost at conference site. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. Follow the steps to log in. 5. concur. 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. 1. . To Access the Approval Flow of a Request. Scroll down to Available Receipts at the bottom of the page. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. 4. If the problem persists and it is a Medical Center project, contact HC Disbursements at hcdisb@health. 1. Select the Request module, then select New Request. Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. 2. Concur: Employee reimbursements, Travel, and P Card . 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. UAW Agreement Sponsored Project FAQs. 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. UC Davis. 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). Effective 07/01/22. ; 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. a. If you accidentally select UC Office of the President, clear your browser history, repeat. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Concur. Concur is a secure platform for booking university business travel. 2. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. Click on a payment option to learn more about that specific option. Travel: Concur Travel module is UC San Diego's direct booking tool where users can access UC-negotiated rates. 1. Oracle Financials Cloud and Concur standard roles allow departmental users to either view transactions and reports, or create a transaction with review from another person (an approver). 7. Please use the campus links listed below to access the Travel Portal: UC Berkeley. 3. To set up a . Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. Effective 01/01/22 - 06/30/22. 1. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. Financial Unit (FinUnit) Approver. Skip to page content. Reservations can not be charged to the University or the Travel &. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. In Access Request, select the link for Oracle and Concur Role Requests 5. Once the Expense Report has been fully approved, funds will be moved from the chart string on the Expense Report or Allocation back to UCSD Travel 24-48 hours after1. We may be able to remove these Projects from Concur at a future date; 1. Requisition commitments will lift automatically once they are approved, at which point they will be replaced by a PO commitment. Hospitality contracts are for hotels, venues, or restaurants that are requesting a signature containing terms and conditions. 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. 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 . 2. Concur. 1. ucsd. Method 1: To start from Concur Requests:. Click on Create New Request . Associate Professor and Assistant Dean for Research sjhartman@health. This is set up by the department once you have completed employment forms. ucsd. 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. 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. Blink Blink. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. Visa Gift Card. Creating a Travel Expense Report. This article reviews UCSD Chart of Accounts (CoA) that make up segments in a chart string to complete financial transactions in Oracle Financial Cloud (OFC) and Concur; Information below will encompass and expand on information that previously resided in the CoA User Guide; The final part of this article will address UCPath Chartstring requirements1. 4. Oracle roles are needed by departmental users to transact and view reports: How to Determine the Oracle & Concur Standard. Ecotime is a flexible payroll reporting tool that automates complicated pay calculations, provides agility in implementing wage and hour changes and strengthens compliance. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Procurement Card Delegation of Authority Request. Update to PaymentWorks Payee Invitation Form - Coming Soon! PaymentWorks is preparing to launch an enhancement to the payee invitation form. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Follow these steps to arrange rental with Enterprise. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. 2. 1. 4. In the Request Header tab, in Request Type, select Travel Request. In the Report Header, fill out all the required fields. Ramesh R. 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 . f. Concur FAQ. Search Blink Search Faculty/Staff. In the Request Header tab, in Request Type, select Travel Request. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 7. In. 1. Set your push preferences and other Duo options. Review the Status of the Request. Licenciaturas y Programas. 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. Give feedback. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. 1. Log into Concur using your Single Sign-On 2. UC San Diego UC San Diego. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel; All personal bookings require a personal form of payment. edu) and an active, paid appointment to register a new business systems account. In Request Header tab, make the following entries: a. 2. Select Profile at the top-right corner. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. ucsd. Who can access Concur. Supports approval workflow routing, expense item capture, and expense report creation for end. The preferred method of purchase should be via Oracle Procurement, Concur directly to the vendor, or. 2. Delegates can also email receipts on behalf of another employee to receipts@expenseit. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. 3. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. Select Profile. edu. 3. 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. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 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. UC Merced. Recursos en Español.