a. 4. 2. In Submitted by, the person who is making the request is automatically populated on the form 6. UC Travel Center (UCLA Travel) is a full-service travel agency that offers personal service via phone or email with an online booking tool (Concur Travel) to complement their variety of services. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 2. Comunidad y Cultura. 6. This report shows all UC San Diego card holders that have utilized their university card product. Use single-sign-on to log in. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. 1. La Jolla, CA 92093 (858). Fraudulent Charge. g. M&IE isn't Per Diem, which applies to long-term U. Travel insurance is not included with personal bookings. 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. Knowledge Base - Information Technology. Sustainable Travel Guide. 4. Concur FAQ. 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. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. 1. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. Long-term travel (30 days or more) in the continental U. 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. Find out about rental car coverage. 4. PO Requisitioner Role (formerly known as the Shopper and Department. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Last Updated: March 13, 2023 9:58:00 AM PDT. Visa Gift Card. 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. Simply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. Payees must be registered in PaymentWorks (non-UCSD employees) or Concur (current or former UCSD employees) in order to receive reimbursement. Offset Per Diem by T&E Card charges. 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. 1. Procurement Card Benefits. concur. Employees can also use Concur to book personal travel! BOOK NOW. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. e. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. Forgot username. 2. Learn how to be more sustainable and reduce your travel related carbon footprint. Airfare not booked in Concur is subject to. $75. This is set up by the department once you have completed employment forms. To print the Report, select Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting. Improve OFC/Concur functionality and speed (e. 2. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. To download a copy, select b. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Review UCSD Travel Policy Highlights. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Concur Request and Expense Report Accounting. Check the box next to your desired transaction to select it. 2. Select Upload Receipt Image and attach file. 3. This exception needs prior. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details. International Service Fee - Kahala only. Remember me. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. More information on personal bookings in Concur can be found. 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. Provide recipient & applicable sales tax details in Concur. ” Click the link in the email (or cut and paste the address into your active browser session). Budget & Finance Knowledge Base - Travel - There will be a new Request User Interface (UI) in Concur Starting October 2nd. UCOPSee examples to assist you in determining the business type category your event falls into in Concur. Last Updated: August 28, 2023 11:41:18 AM PDT. In. Concur. Fiscal Close. Uploading Receipts from the Computer. All UC San Diego employees have access to Concur. 3. concur. The employee must adequately account to UC San Diego for expenses within a reasonable period of time. When a Request/Report is created, Request/Report IDs are system-generated. Gabriel M. 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. 4. Reduce Per Diem for meals that are provided by conferences, etc. edu 858-534-6237. Request new roles using the Oracle and Concur Role Requests form in Services and Support. In. 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. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. Give feedback. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. All Travel and Entertainment Card Product transactions (including T&E Card, CTS Air, CTS. 2. If you accidentally select UC Office of the President, clear your browser history, repeat. Give feedback. Logistics. Select the desired hotel from the list, direct bill hotels are listed as 'Most Preferred Hotel for UC Systems'. UC Irvine. This will be the number used to search for the. Not all visits involve UC San Diego paying/reimbursing travel expenses, however in some cases it is an essential component of the visit. Hotels available for this program: Best Western Premier Hotel Del Mar. 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. Information on the AP & Concur accrual process for fiscal close. Click on Create New Request . Select Report Details, then select. 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. Concur. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Click on the Requests module at the top of the page, the Requests module homepage will display. ; When submitting a Services & Support ticket, provide the Request/Report IDs. 4. Complete your travel request in Concur prior to the trip and submit for approval. The Financial Unit Approvers are chosen via the Approver field on the Report Header when creating a Concur document. IMPORTANT: Concur is set up as a self-service portal for employee reimbursements and expense reporting for travel and P-Cards. Encrypted Wi-Fi (WPA2-E/ UCSD-PROTECTED) Virtual Private Network (VPN) Canvas. 1. S. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. 2. In Access Request, select the link for Oracle and Concur Role Requests 5. Notice: UC San Diego travel policy, as published in Blink, is decisive. 1. 6. Ayuda Financiera. Give feedback. To. 1. 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. 1. Review the written steps below. 1. Select the module from the top of the screen. Log into Concur using your Single Sign-On 2. 5. If you accidentally select UC Office of the President, clear your browser history, repeat. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. 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. Information on the AP and Concur accrual process for fiscal close. Concur Travel and Expense. To Access the Approval Flow of a Request. Sign in here using. Select type of trip search (airfare, car rental, hotel, train) 10. Reconcile the trip. Determine payment method. To set up a Request Delegate, perform the following steps (which correspond. com. Log in to your world class Concur solution here and begin managing business travel and expenses. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. a. 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 "Remember me" box. ucsd. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. 2. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. BI & Financial Reporting. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. OFC. Wire transfer payments is a manual payment process; the turnaround time is 7-10 business days from the date the wire request is approved by your department. Log into Concur using your Single Sign-On. 2. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. An Active Directory (AD) account provides access to: ITS academic computer labs. 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. f. Select Profile Settings. 2. Event Location: e. *For individual business travel, visit Concur: Booking Travel or to set up payment for department meetings visit Meetings and Entertainment for additional details. UCSD Gift Cards (Awards/Recognition), for a Gift Card for an Employee or Non-Employee b. $25,000 for property. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Under the supervision of the Director of Administrative Operations, the Executive Vice Chair (EVC) and the Division Chief, the Executive Assistant to the EVC. 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. Copy the exact text and paste into the field. Find training and resources available for using Concur Travel & Expense. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. Check your UCSD email securely from home or a public computer: Open your Web browser and go to UCSD Web Access. Budget & Finance Support for Budget, Finance, Logistics, Payment, Procurement, and Travel. Method 1: To start from Concur Requests: 2. Request a cash advance from UC San Diego Travel. The following sections of this page detail specific tasks that most employees will need to perform in the application. Track Oracle and Concur issues impacting financial processes and reports, as identified and reviewed by the ESR Chancellor's Advisory. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. 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. 3. Find answers, request services, or get help from our team at the UC San Diego Services. For honorarium. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. Sales Tax and Use Tax information for Concur is subject to change. In. 2. In Submitted by, the person who is making the request is automatically populated on the form. 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. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. Method 1: To start from Concur Requests:. Type of Service: Catering - Full Service OR. edu Travel Information Find information about business travel at UC San Diego. Learn how to update your personal email address on UC Path (Support Portal). 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. Log into Concur 2. 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. Setting up your Mobile App: The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. 7. edu Research Interests: Cancer survivorship; Health behavior. 8. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. 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. 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. This article provides instructions on how to login to Oracle Financials Cloud (OFC). 2. ucsd. Employee travelers should use their Travel &. Benefits: Eliminates out-of-pocket expenses: All transactions on the corporate billed Travel & Entertainment Card are automatically billed to UCSD and will post in Concur within 2 business days. edu with your desired appointment day, time, and your Concur Request ID. Departments need to process the reimbursement payment through Concur, referencing the Educational Benefits Request. Click the box next to "Remember me for 7 days". This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Login to Oracle Oracle replaces Marketplace as UC San Diego's eProcurement site. 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. 7. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Event Name: c. All UC San Diego employees have access to Concur. In the Request Header tab, in Request Type, select Travel Request. Oracle will then provide a response to Concur to confirm the validity of. 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. The T&E charge in. Select the desired Expense Report. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. 3. Select the Requests module 3. Dependent care cost at conference site. 4. Select the link for Get Help & Request Service. In the left task pane, in or in the Expense Settings section select Expense Delegates. Payees can register to do business with UC San Diego, and update their information all in one place. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. b. Note: Files saved in the receipt bank will be. Select the link for Get Help & Request Service. Select. As you plan for adjusting budgets, continue to use UC San Diego's Composite Benefit Rates. Concur Information. Long-term travel (30 days or more) in the continental U. Event Date: d. UC San Diego. Follow these steps to arrange rental with Enterprise. Provides tools for expense pre-authorization. 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. Request a cash. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. 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. edu, not [email protected]. 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. Concur. Free services. Per diem applies to the following travel situations: Foreign travel. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. Liability insurance limits are: $100,000 per person. travel (30 days or. It provides information and tools to assist you in achieving greater job satisfaction, current job enhancement and lateral or upward. In Submitted by, the person who is making the request is automatically populated on the form. Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. All UC San Diego employees will automatically have access to Concur. 3. 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. Select the link for BUDGET & FINANCE. Update to PaymentWorks Payee Invitation Form - Coming Soon! PaymentWorks is preparing to launch an enhancement to the payee invitation form. ) Bookings also include automatic registration in. In Access Request, select the link for Oracle and Concur Role Requests 5. 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. f. edu . The interface works best in modern browsers. UC San Diego 9500 Gilman Dr. 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. View SLBO's resources for Concur including the direct Concur website, "how-to" knowledge based articles, tips & tricks, and answers to frequently asked questions. Register your phone or other device. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. Foreign visitors are issued an I-94 (arrival/ departure card) showing their travel status, which determines eligibility for reimbursement. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. 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 . Read more about Chart String Concepts here. Concur transactions will use OneSource in Oracle to calculate use tax based on. Contacts. Set your push preferences and other Duo options. 4. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Log into Concur using your Single Sign-On 2. Last Updated: July 17, 2023 1:01:51 PM PDT Give feedback View more information about reports that display data from the Concur Expense module and UC San Diego Credit. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. 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. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. UC Davis. Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards. (Staff who do not have access should request the Oracle role. ucsd. Required when booking travel through Concur/Balboa Travel. 3. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Your reservation will be in Concur under Available Expenses by the next day. Event Name: c. In the Report Header, complete the following: a. ucsd. Ramesh R. Check the box next to your desired transaction to select it. 5 cents. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Pulse is the intranet site for UC San Diego Health employees, where they can access important information, resources, and tools. Select Can Book Travel for Me. ; The Report Key can be used in Oracle to. 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. S. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. Travel: Concur Travel module is UC San Diego's direct booking tool where users can access UC-negotiated rates. 6. Most employees will need two UCSD accounts - Active Directory and Single Sign On - in order to access UC and campus systems. Contact us today. 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). Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. Use tax is not captured in Concur so you won't see any use tax calculated in Concur. Skip to page content. Reservations can not be charged to the University or the Travel &. Select Profile at the top-right corner. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. Click the box next to "Remember me for 7 days". 4. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. Pick up the rental vehicle, and retain your receipt. 7. Programmatic activities: In connection with student programs, community support or on-the-job meals. 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. Log in to. Empress Hotel La Jolla. a. Sponsored affiliates should work with their department's DSA to establish access, provided they have access to Oracle. E. You can select multiple expenses to allocate all of them to the same chart string if desired. UC San Diego Medical Center, the focal point for our education and community service missions. edu. Request Alerts can be found above can be found above the name of the Request. Follow the steps to log in. Blink. 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.