ucsd. Procurement Card Benefits. If desired, you may also add this person. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. Knowledgeable agents are standing by to assist you. To Submit an Event Expense Report. 2. 163101 - CIP - Software Greater Than $5M CIP Software Greater Than $5M UCSD Equipment 163101 : 163151 - CIP - Software Less Than or Equal To $5M CIP Software Less Than or Equal To $5M UCSD Equipment 163151 . Role Request Approver Lookup Tool. System Status: All Services are operating normally. : CDW is generally included. Click on a payment option to learn more about that specific option. Register your phone or other device. 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. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. 2. 11. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Note that you will only be able to choose from Financial Unit Approvers assigned to. 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. edu Travel Information Find information about business travel at UC San Diego. 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. After taking those steps, IPPS will ensure that the repayment will be applied. Select the link for Get Help & Request Service. We would like to show you a description here but the site won’t allow us. 3. 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 . 16 cents per mile. Select Profile Settings. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. The portal is divided into 5 major areas: Advancement: Support for engegement, stewardship, and philanthrophy. ASUCLA. This article will assist in creating a Procurement Card Update Request in Concur; To process a Procurement Card Update Request on behalf of another UCSD employee, the employee will need to add you as their delegate; To learn how to assign users to act on your behalf, please see the KBA on How to add a Request Delegate and an Expense. Select the Request module, then select New Request. Select Can Book Travel for Me. Dependent care cost at conference site. Concur is a secure platform for booking university business travel. UC Irvine. 1. 2. 2. 2. Booking Travel Best Practices. If UC San Diego Catering is unable to service your request, they will provide you a Declined Service form. 6. Find out about UC San Diego's partner travel agencies' services and contact information. Enter dates and add UCSD address in the Reference Point field. 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. *For individual business travel, visit Concur: Booking Travel or to set up payment for department meetings visit Meetings and Entertainment for additional details. Contacts. Select Profile. Select the Requests module at the top of the page. Learn more about Concur here. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image) 1. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Offset Per Diem by T&E Card charges. Concur Expense Types for Non-Event Employee ReimbursementsThe Concur Travel and Expense Management Application is the campus standard for expense reimbursement processing that: Streamlines the Travel/Entertainment/Business expense reimbursement process. 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. 1. From the Concur Travel page select "Book for a guest" and then click on the hotel search icon. Uploading Receipts from the Computer. Click the box next to "Remember me for 7 days". 1. Access to UCSD Business Systems. Note: Files saved in the receipt bank will be available for. View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. 1. Fiscal Closing 2022–2023:. Remember me. 5 cents per mile. 1. Concur FAQ. In the Request Header tab, in Request Type, select Travel Request. The following sections of this page detail specific tasks that most employees will need to perform in the application. edu with your desired appointment day, time, and your Concur Request ID. 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. Call a Hospital Patient 858-657-7000. 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. All travelers should Enroll in UC Trip Insurance. Employee (Employee ID - Last Name, First Name) This is the Employee ID and name of the owner of the expense report. Wire transfer payments is an electronic funds transfer remitted to foreign payees who do not have a domestic bank account or foreign payees who do not accept payment via any other method. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. This page is designed for employees, who are new to Concur, to quickly find resources and guides on the Concur application. Departmental Exchange servers. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. SUploading Receipts from the Computer. Select the link for Get Help & Request Service. $300,000 per accident. List of Tools/ Applications. UC San Diego campus users, contact us via the Employee Center (login required) UC San Diego Health users, submit a request with the Health HR website (login required) Notice: The information on this page summarizes provisions of university policies and/or collective bargaining agreements. 75: Touchless: Booking Hotel or Car without Air/Rail: $3: $0-$5: Touched: Agent assistance with a touchless transaction: $13: $13:Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. Follow these steps to arrange rental with Enterprise. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Alaska, Hawaii, or U. ; The Report Key can be used in Oracle to. b. possessions travel; Long-term travel (30 days or more) in the continental U. 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. Expense Types are found in each Concur document. The University reimburses its employees' travel expenses (i. Concur keeps travel costs contained by providing a wide range of booking options for airfare, hotel, and car rental at discounted rates. IT Services at UC San Diego leads the university’s technology to ensure your success. Review UCSD Travel Policy Highlights. We may be able to remove these Projects from Concur at a future date; 1. 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. 4. UCSD Gift Cards (Awards/Recognition), for a Gift Card for an Employee or Non-Employee b. Select Profile Settings. 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. possessions travel; Long-term travel (30 days or more) in the continental U. 2. Financial Unit (FinUnit) Approver. Reservations cannot be charged to the University or the Travel & Entertainment Card; Renting a car for personal travel needs to be done in Connexxus. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. Note: Files saved in the receipt bank will be available for. The preferred method of purchase should be via Oracle Procurement, Concur directly to the vendor, or. In. While the latest versions of most internet browsers will work for Concur, Google Chrome is the recommended browser for utilizing Concur. 3. Find training and resources available for using Concur Travel & Expense. Oracle and Concur Role Requests Blink page for information on how. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. Inventorial Equipment are all items meeting the following criteria and must be tracked in both CAMS (UC San Diego’s campus asset management system) and OFC (Oracle Financials. Forward the email with your receipt image as an attachment or in the body of the email to receipts@expenseit. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. The last section on this page details the cash advance process for non-employees. More information on personal bookings in Concur can be found. Associate Professor and Assistant Dean for Research sjhartman@health. Note: Payment must be paid by UC San Diego and not by the individual employee. Event Date: d. Delegates can also email receipts on behalf of another employee to receipts@expenseit. Learn more about Duo. ucsd. Select the Requests module at the top of the page 3. Log in to Concur via Single Sign-On. Provide your Travel & Entertainment Card or personal credit card as payment method. 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. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. They should. 1. UC San Diego's Procurement Card is a Visa card for faculty and staff who have buying responsibilities. How to act as a Delegate in Concur. Learn how to update your personal email address on UC Path (Support Portal). Liability insurance limits are: $100,000 per person. Concur. 2. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. 2. 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. 1. UCSD prepays airfare booked in Concur, avoiding the out-of-pocket expense, and purchases will automatically display in the. Log in to Concur via Single Sign-On. Follow the steps to log in with your AD or Business Systems credentials and use the new Request User Interface (UI) starting October 2nd. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. 1. ***For event types that require an Attendee list, please see the separate. You can select multiple expenses to allocate all of them to the same chart string if desired. In the Request Header tab, in Request Type, select Travel Request. When a Request/Report is created, Request/Report IDs are system-generated. travel (30 days or. These can be deleted by checking the box next to the charge and selecting. System Status:. 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. 1. 3. 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 Report2. La Jolla, CA 92093 (858). Select Profile at the top-right corner. 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. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. Give feedback. 3. 3. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. Learn about SAP Concur for your business. To. 5 hrs Recommended Participants: Travel Arrangers, Delegates, Travelers and Financial Managers Course Overview: The course will include an in-depth explanation of topics. The Create New Request pop-up will display. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Staff will initiate an invitation to register as a payee when needed. Enter the name of the desired Travel Assistant. UC San Diego. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. 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). In Submitted by, the person who is making the request is automatically populated on the form. Once approved, book your travel via Concur or with AAA Corporate Travel using your P-Card when possible. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. All UC San Diego staff employees are eligible to join Career Connection. 2. Username, verified email address, or SSO code. Concur. Review the following locations in Concur for COA/POETAF potential errors:. Your reservation will be in Concur under Available Expenses by the next day. Per diem applies to the following travel situations: Foreign travel. In the Request Header, review and verify the Fund, Financial Unit, Function, Program, Location, Project, Task, and Funding. To add, change, or remove the Supervisor approver from the user’s Profile, submit a Services & Support case to IPPS (*More Specifically: as applicable) to request that the Supervisor Approver be updated, removed. Log into Concur using your Single Sign-On 2. Learn about the Ecotime Campus payroll timekeeping system. Please ensure that all invoices dated on or before June 30,. 7. Learn more about UC San Diego business travel and how to navigate Concur, UCSD's application for managing Travel & Expense. ucsd. 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. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Doubletree by Hilton San Diego Del Mar. Instructions for Catering: Visit UC San Diego Catering to review your on-campus, full-service catering options. UC San Diego has streamlined the process for. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. The timeframe for submission of travel and entertainment expense claims includes review and approval by the department. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. These can include Event Expenses and Other Reimbursements, Procurement Card Expenses, Travel Expenses. Learn about the approval workflow in Concur. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 5 cents. 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. Concur identifies the employee payee under Payment Type: Payment to Employee as the user submitting the Expense Report, or the user that the delegate is acting on behalf of; To process a Procurement Card Expense Report on behalf of another UCSD employee, the employee will need to add you as their delegateA brief description on the different ways to be paid by UC San Diego. It will also be used for reconciliation of the Express Card and employee reimbursements. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. 4. 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. 4. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. 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. Last Updated: March 24, 2023 3:42:49 PM PDT. 6. Employees can also use Concur to book personal travel! BOOK NOW. If a requisition is rejected and will not be resubmitted, it should be canceled by the individual who. a. 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. Concur approver roles come from Oracle approver roles and that is why you can approve transactions in both systems. In. 1. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. UCSD – Procurement Card. Please email [email protected] the Concur Travel page select "Book for a guest" and then click on the hotel search icon. In Travel Settings, select Assistants/Arrangers. Knowledge Base - Information Technology. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. UCLA. View the Alerts at the top of the page. Click on Create New Request . $75. In Request Header tab, make the following entries: a. Code (preferred): copy and paste six-digit code into the field. Associated Concur Report Type. 2. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Last Updated: August 28, 2023 11:41:18 AM PDT. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. a. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. SAP Concur is UC San Diego's application for travel and expense processing. P-Card. S. Log into Concur. 4. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. 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. 4. 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. Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. While the latest versions of most internet. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. 2. Oracle and Concur Role Requests Blink page for. This is usually the first approval required after a document is submitted. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. In the Request Header, in Request Type, select Card and Payment Products Request 5. BI & Financial Reporting. Your reservation will be in Concur under Available Expenses by the next day. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. 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). The following process applies to all non-event reimbursement Concur Expense Types with added steps for noting gift/award recipients, Attendees in Concur, specifically required for Gift/Prize/Award expense types. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. Procurement Card Delegation of Authority Request. Request Delegate, perform the following steps (which correspond to setting up an Expense Delegate): 1. Project Costs is designed to track detailed transactions. Registration and connection only takes a few minutes and modifications to existing systems or invoice formats are not required. Type of Service: Catering - Full Service OR. Facilitate approval process with accurate and complete claims. Notice: UC San Diego travel policy, as published in Blink, is decisive. SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. 4. 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. Last Updated: March 13, 2023 9:58:00 AM PDT. 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. 5. Concur will provide a best-in-class solution for booking, managing, and reconciling travel. Elevated roles are typically for IT Services & Campus Central Office staff only. 2. 3. As part of the protocol and informed consent process, the IRB reviews all aspects of compensation and. Read more about Chart String Concepts here. 3. 12. Booking Guest Travel via Concur Travel. g. Once you select the name it will be added to your attendee list. The report displays Concur Expense Report details, enabling the user to review multiple Concur expense reports at once using various prompts. Knowledge Base Articles on the invitation process and registration tips can be located in Services & Support. Type of Event: On Campus OR Off Campus. Learn more about Concur here. ucsd. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. From anywhere in Concur, in the upper right, select the Profile icon. Your username is usually the first part of your email address (before the @ symbol). Request a cash advance from UC San Diego Travel. Select Upload Receipt Image and attach file. Travel & Entertainment (T&E) Card. The following content is the same as what is covered in the video, only presented in a different format. 3. 6. Log into Concur using your Single Sign-On. You will need a valid UCSD email address (abcd@ucsd. edu. edu. Select Connect, then a popup will appear. 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. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. Method 1: To start from Concur Requests: 2. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Estudiantes de Primer Año. Type of Service: Catering - Full Service OR. 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. Helpful articles. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Travel Reimbursements: Non-Employee (Guest) Travel via Concur. Scroll down to Available Receipts at the bottom of the page 3. IMPORTANT: Concur is set up as a self-service portal for employee reimbursements and expense reporting for travel and P-Cards. See a list of common routine items you can buy with the Procurement and. Grande Colonial La Jolla. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. Request Header. This report shows all UC San Diego card holders that have utilized their university card product. Follow these steps to rent from one of the car rental agencies with a UC agreement. In Access Request, select the link for Oracle and Concur Role Requests 5. 1. The following sections of this page detail specific tasks that most employees will need to perform in the application. Call the UC San Diego Finance Help Line from Tuesdays to Thursdays, 10:00am - 12:00pm & 1:00pm - 3:00pm. Foreign visitors are issued an I-94 (arrival/ departure card) showing their travel status, which determines eligibility for reimbursement. Jacobs Medical Center, a general surgical facility and the principal. 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. Review the Status of the Request. Check the box next to your desired transaction to select it. 3. For a foreign visitor, having the appropriate visa type. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses, see: Concur Travel. edu . Initial loading fee of $1. 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. If you need to add or remove role request approvers submit a ticket. ucsd. Select the link for Get Help & Request Service. This article demonstrates how to log into Concur. , select an applicable meal T&E charge, and click. Based on the services your company has from SAP Concur, the mobile app includes: 1. Expand All. 1. 5. 3. 2. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)UC San Diego policy requires that all business travel, including employees and guests, is booked in Concur through Concur Travel. Three different ways that Concur Requests are accounted in Oracle Financials Cloud. Domestic Service Fee - Kahala only.