Concur Travel & Expense
Concur provides a best-in-class solution for booking, managing, and reconciling travel. It is also used for reconciliation of the Express Card and employee reimbursements.
Login to Concur
Concur is used in place of MyTravel, MyPayments, EC Manager, the EC Attachment tool and the Travel templates in AccessLink.
Quick Links
Concur Basics
- How to Log Into Concur
- How to Add Delegates
- How to Act as a Delegate in Concur
- Adding Approvers and Delegates (Instructions for New Student Life Staff)
How to...
Procurement Card
- Common Purchases and Restrictions
- How to Request a New Procurement Card (Instructions for Student Life Staff)
- How to Request a New Procurement Card (General KBA)
- How to Reconcile Transactions and Create a Procurement Card Expense Report
- Timeframe for Reconciling Procurement Card Transactions
- How to Create a Procurement Card Action/Update Request (Limit increase)
- What to Do if I Make an Accidental Personal Transaction
Procurement Card Cardholders are reminded to ensure transactions are expensed in Concur and Expense Reports are submitted within the month they occurred. Transactions are considered aging, if they have not been expensed within 30 days of the purchase. Read the KBA for instructions on how to reconcile transactions and create a Procurement Card Expense Report.
Travel and Entertainment Card
- How to Request a New Travel & Entertainment Card
- How to Create a Travel Request
- How to Create a Travel Expense Report
- How to Reconcile Travel & Entertainment Card Transactions to an Expense Report
All Travel and Entertainment Card Product transactions (including T&E Card, CTS Air, CTS Hotel, and T&E - Temporary Virtual Card), are required to be reconciled within 45 days from the end date of the trip or event.
Purchases that are made in advance of travel, such as flights or conference registrations should be added to the Expense Report that they belong to. This will push the 45-day reconciliation window forward to the travel end date that is noted in the expense report. Assigning the transactions to a work-in-progress expense report will indicate to Concur that it can stop sending any of the unassigned transaction notification emails that it normally sends to employees.
Travel Resources
Other
- Expenditure Type
- Meeting and Entertainment: Maximum Meal Expenses
- Payment Compass
- Travel and Entertainment Resource Guide
Concur Tips & Tricks
Tips & Tricks |
How To |
---|---|
Email Receipts Directly to Concur |
First, verify your email address in Concur. Email receipts to recepts@expenseit.com or receipts@concur.com to have them readily available in your Concur receipt bank. Delegates emailing receipts on behalf of another Employee should provide the User's verified email address in the Subject Line of the email. |
Digitize Receipts with the Concur Mobile App |
Utilize the Concur Mobile App to digitize receipts while on the go. Features include:
View the App Center in Concur for more information on how to link your UC San Diego account to these Travel & Expense Apps. |
Write a Strong Business Purpose |
A key component of a successful Travel & Entertainment expense report is a strong and valid Business Purpose. Below are examples of well-documented business purposes that departments have included in their expense reports:
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Frequently Asked Questions
What is "WalkMe"?
WalkMe will provide self-service, in-system guidance to walk users through tasks as they navigate many of the new FIS systems launching this year. To take advantage of this new technology users will need to confirm the browser add-on has been successfully installed.
Visit https://go.ucsd.edu/384oiAo to confirm that your browser is ready for WalkMe. If the browser extension has not been installed or is not working properly, please contact your IT support staff.
What is the "SSO Company Code" to log into the app via SSO?
If you go under Profile, Other Settings, Concur Mobile Registration, it should have the Company Code.
I am entering the COA into the Expense Report and one or more fields are being rejected. How do I submit this?
For COA’s, do not enter if the value is “0”. Leave blank.