Procurement Card Delegation of Authority Request. Effective 01/01/22 - 06/30/22. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. 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. Select Profile Settings. SRent a Pedego electric bike and pedal your way around the city’s landmarks. Login to Oracle Financial Cloud (OFC. Either: Copy the six-digit code or the exact. S. 2. 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. 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. 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. Expense Types are found in each Concur document. UC Learning Registration: UC San Diego Travel: Before You Go Training Office: Integrated Procure-to-Pay Solutions Course Details: Instructor-led training/ 1. Procurement. ; Out of Pocket Expenses: (e. To process a Procurement Card Request on behalf of another UCSD employee, the employee will need to add you as their delegate. 3. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies. Sales Tax and Use Tax information for Concur is subject to change. In Submitted by, the person who is making the request is automatically populated on the form 6. a. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. The T&E charge in. You will need a valid UCSD email address (abcd@ucsd. The University reimburses its employees' travel expenses (i. The Services & Support portal, built on the ServiceNow platform, provides one place for faculty, staff, and students to browse knowledge base articles, request services or get help. 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. 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. 1. Add their SLBO. 1. The source for UC San. Access Health Sciences, Medical / Pharmacy School, or. 2. Confirm with your Fund Manager/Financial Unit Approver that the Project is correct and should be used in Concur. Information Technology Technical, Communications and Network Support for Business Systems and Campus Infrastructure. They should. Payees should contact their bank directly to find out what the incoming wire transfer fee may be. 3. The following sections of this page detail specific tasks that most employees will need to perform in the application. In. ; The Report Key can be used in Oracle to. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. To create a Travel Request, log into Concur using your Single Sign-On. For a foreign visitor, having the appropriate visa type. 2. To set up a Request Delegate, perform the following steps (which correspond. 1. Event Reimbursements: Event Expense Report via Concur (Payment to Non-Employee Payee)Skip to page content. Select your desired Expense Report from the Report Library. Eliminates out-of-pocket expenses! This is the date that the expense report was created in Concur. NetZero Expeditions offers a 10% discount to UC San Diego staff for whale watching and ocean adventures, use. International Service Fee - Kahala only. Select Add an Assistant. UC San Diego Travel Director: Receives e-mail notification, reviews claim, and updates status or enters a question for the departmental approver. Take your. 3. 4. , personal credit card) Request check. 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). Select Profile. Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. After taking those steps, IPPS will ensure that the repayment will be applied. Effective 07/01/22. More information on personal bookings in Concur can be found. UC Merced. 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. Yes. ASUCLA. To lookup an approved Concur Expense Report, in Oracle that was approved on or after 2/16/2021, enter: TE_[Report ID] d. Online Resources. 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. The following content is the same as what is covered in the video, only presented in a different format. 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. 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 prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Rao. , tangible property, gift card, etc. 2. $25,000 for property. 3. Log into Concur using your Single Sign-On, see the . On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. 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 . Expense Report Alerts can be found above the name of the Expense Report. Type of Event: On Campus OR Off Campus. To Act as a Delegate for Another User. COA Account. Yes. Fiscal Closing 2022–2023:. No. Read about Disbursements direct deposit (ACH) payments to payees (non-payroll related). Set your push preferences and other Duo options. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. 5. 2. Generally, sales tax on invoices, credit memos, and receipts is listed separately from the price of the goods or service. Expense Types serve two purposes in Concur: Expense Types serve as a general. concur. 3. A Card & Payment Products form will update and display In. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237. Please reference our Knowledge Base Articles in Services & Support for guidance on how to manage card requests, travel, events, and employee reimbursements in Concur. 2. Download the SAP Concur for Mobile app onto your phone, tablet, or other mobile device. 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. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Learn how to update your personal email address on UC Path (Support Portal). Use Concur for booking travel and managing expenses, including travel expense, meeting & entertainment expense, and procurement card purchases. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Request new roles using the Oracle and Concur Role Requests form in Services and Support. Travel insurance is not included with personal bookings. Hilton La Jolla Torrey Pines. Pre-paid, non-reloadable VISA cards available in denominations of $5-$500. How to Buy From the UC San Diego Bookstore. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. S. 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. From the Concur home page, select Requests. Fill out all of the necessary trip information, required fields are. Forgot username. 4. Visa Gift Card. Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. 2. 4. For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. 1. Last day to submit Concur Travel Expense Reports (with required documentation and final departmental approval) for June posting. UAW Agreement Sponsored Project FAQs. 2. UC Irvine. Select Profile Settings. 3. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. The timeframe for submission of travel and entertainment expense claims includes review and approval by the department. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 2. Watch the Concur: Delegates Training video. This article demonstrates how to log into Concur. All UC San Diego employees have access to Concur. All UC San Diego employees will automatically have access to Concur. ucsd. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. Oracle Financials Cloud is UC San Diego's eProcurement site, a modern solution for the university’s business needs. Follow instructions on the “ Concur-how to add delegates1. An approved funding source is required for all. See examples to assist you in determining the category your event falls into in Concur. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Request Alerts can be found above can be found above the name of the Request. Select the link for Get Help & Request Service. Use. In Access Request, select the link for Oracle and Concur Role Requests 5. 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. Grande Colonial La Jolla. Select the link for Get Help & Request Service. How to Log Into Concur KBA for more guidance on this procedure 2. Note: Files saved in the receipt bank will be. Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. ucsd. Remember me. 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. 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. IT Services at UC San Diego leads the university’s technology to ensure your success. 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. 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. Pick up the rental car, and retain your receipt. Skip to page contentIn Concur, a specific COA Account is associated with each Event Expense Type in the Report Type:. edu with your desired appointment day, time, and your Concur Request ID. 3. Make an Appointment 800-926-8273. Bank, and Concur. UCLA. com by providing the user’s verified email address in the , the tool scans and digitizes your. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. We will add information here about the impacts on grants and. Select the link for BUDGET & FINANCE. Last Updated: August 28, 2023 11:41:18 AM PDT. Fiscal Close. Budget & Finance Knowledge Base - Entertainment, Meetings & Expense - There will be a new Request User Interface (UI) in Concur Starting October 2nd. Method 1: To start from Concur Requests:. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. 6. Find training and resources available for using Concur Travel & Expense. Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps. 1. 3. 2. Request Type: Event Request. Please email paymentservices@ucsd. This page will provide a guide on chart string validation on Concur Requests and Expense Reports. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. Ensure to provide the Project number Video: How to Create a Travel Request in Concur (Click above Image) 1. More on T&E Card. edu Research Interests: Cancer survivorship; Health behavior. Note: To add a tool to this list, email Workplace Technology Services. Note: Payment must be paid by UC San Diego and not by the individual employee. As with other systems, roles within Concur are derived from the Financial Unit that is selected when creating a Concur document. Check the list below to see what works best for you or your department. 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. 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. Give feedback. 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. If you still have questions after reading the Knowledge Base Articles, please submit a Service & Support case and the IPPS Travel. 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. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Contact Us. 1. ; For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively. Reduce Per Diem for meals that are provided by conferences, etc. La Jolla, CA 92093 (858). , Concur freezes up, OFC slow, etc. Ayuda Financiera. Conectar Ven a Vernos. Cognos Analytics is UCSD's Business Intelligence tool. Concur will identify the employee payee under one of the below. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 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. 16 cents per mile. While the latest versions of most internet. Employees can use Concur to receive UC-negotiated rates for personal travel. Procurement Card Expenses. For help determining the Report Key please refer to the How to Locate Concur Report Key, Report ID and Request ID KBA. 2. 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. 3. edu) For issues with gaining access to UC San Diego resources or any other questions, please contact Temporary Employment Services at [email protected] polices at UCSD are complex and there are several methods of acquiring goods and services. UC San Diego. To prepare a reimbursement on behalf of the Employee Payee/Host, you would need to: Be added in Concur with the delegate role by the Employee Payee. This tutorial can assist you in assigning delegates in Concur. Yes. In this example, the Attendee Type chosen is Faculty/Staff, which is used to look up a UCSD Employee. 1. 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. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. Alaska, Hawaii, or U. 2. Log into Concur. Provide your Travel & Entertainment Card or personal credit card as payment method. The receipt must show the form of payment used, name of passenger (s), dates and routes of travel, airfare class, and amount paid. While the department chart string is required for the expense report in Concur, please note that a different COA is required for the Cashier Deposit Form - see Step 5 below. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. Watch the Concur: Delegates Training video. 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. Knowledge Base - Information Technology. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. View the Alerts at the top of the page. Learn more about Concur here. 3. Elevated roles are typically for IT Services & Campus Central Office staff only. Attach the original receipts of your purchase (Food bills, Supplies purchase, Imprints) and proof of payment (Bank Statement, Credit card Statement) Attach the funding bill associated with your event which you shall receive once the funding. You can be given a Concur Approver Role, however, this will not assign cardholder's to you or route requests to you. 3. Navigate to the Services and Support website: 2. If desired, you may also add this person. In the Request Header tab, in Request Type, select Travel Request. : CDW is generally included. Select the Requests module at the top of the page 3. Review the following locations in Concur for COA/POETAF potential errors:. Before requesting a wire: Employees should use their Travel & Entertainment Card and reconcile in Concur for all trip-related payments and advances. An example of where the Concur Expense Type is located can be found below. Take Me There Frequently. 2. UC San Diego business travel and entertainment in compliance with policy generally does not result in additional taxable income to the employee. Give feedback. 10. On the opening screen,. Information from Blink on how to use the T&E Card for official UC San Diego business. Find out about rental car coverage. List of Tools/ Applications. To Submit an Event Expense Report. Concur Travel & Expense; Oracle Financials Cloud; AP On-Line; Business Analytics Hub; Campus Space Management (Tririga) CAMS; Ecotime Campus; EmployeeLink;. 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. Select the desired hotel from the list, direct bill hotels are listed as. Reservations can not be charged to the University or the Travel &. 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. Use single-sign-on to log in. 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. 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. Direct Deposit (ACH) Last Updated: June 12, 2023 1:56:23 PM PDT. The Procurement Card process involves the cardholder, U. 1. 3. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. edu) and an active, paid appointment to register a new business systems account. 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. 7. E. See below for instructions on how to request a cash advance for employees. 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. Request a cash advance from UC San Diego Travel. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. All UC San Diego staff employees are eligible to join Career Connection. UC Riverside. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Programmatic activities: In connection with student programs, community support or on-the-job meals. The Concur App Center provides download instruction and information on how to link your UCSD account to this and other Travel & Expense applications. Either the employee or an employee's delegate can perform the following process to have non-event expenses reimbursed. OFC. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image). 1. Enter the name of the desired Travel Assistant. Reservations made for personal travel will appear in Concur under. Complete your travel request in Concur prior to the trip and submit for approval. UCSD employees will also have to assign the Fiscal Assistant as a delegate in Concur to access their accounts on their behalf. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Register additional devices. Select Upload Receipt Image and attach file. Click on a payment option to learn more about that specific option. UC San Diego 9500 Gilman Dr. In Requests, select Create New Request. For honorarium. UCSD GL Journal Entry JR is the only elevated role that departmental users may need to request with VC central office approval; All other elevated roles should not be requested unless there is prior instruction from the domain lead; Grant Access Oracle & Concur Approvers: this means workflow approver roles are being requestedPer 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. Dependent care provider fees or childcare costs that exceed the cost of normal childcare. 5. This article demonstrates how to log into Concur. edu is UC San Diego's official booking site for all business travel, including employees and guests. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. Information on the AP & Concur accrual process for fiscal close. Concur is a secure platform for booking university business travel. Expenses should be submitted within *21 days. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. Note: To add a tool to this list, email Workplace Technology Services. This report shows all expenses assigned to a Concur Expense Report. a. 6-HELP. 00 per gift card. To create a Travel Request, log into Concur using your Single Sign-On. Common department 'additional roles' include workflow approver roles for Oracle & Concur and delegated purchasing authority of $500, $2500, or $5000. Uploading Receipts from the Computer. In the Request Header tab, in Request Type, select Travel Request. ; Provide recipient & applicable sales tax details in Concur. Note: Files saved in the receipt bank will be available for. 4. 4. In Request Header tab, make the following entries: a. 4. 2. To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate. Log into Concur using your Single Sign-On, see KB0032034: How to Log Into Concur for more guidance on this procedure. 2. 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. 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. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. Find answers, request services, or get help from our team at the UC San Diego Services & Support portal. More specifically, Oracle ensures that UC San Diego's culture of innovation, ambition, and. Meal & Incidental Expenses (M&IE) for trips prior to July 1st, 2022 claim up to the maximum of $62 per day. 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. Free services. To support the university’s Carbon Neutrality goals, IPPS encourages all staff, faculty, and students to adopt sustainable travel practices. Notice: UC San Diego travel policy, as published in Blink, is decisive. Register additional devices. 4. An example of where the Concur Expense Type is located can be found below. Select Profile at the top-right corner. 2. In Trip Purpose, select Mileage. 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. S.