Training

Concur: Event Expenses & Other Reimbursements

Thursday, May 16 @ 9:00 AM - 10:30 AM 

The course will include an in-depth explanation of Concur processes related to meetings, entertainment, and business expense reimbursements. This course will be especially valuable for employees who host meetings and events and want to further their understanding of the expense reconciliation process via Concur. Also, those who previously utilized MyPayments to request employee reimbursements for business expenses may attend this course. Intended for preparers, meeting/event hosts, financial managers, and entertainment approvers who are familiar with Entertainment Policy BUS-79 and would like to learn about more advanced meetings and entertainment terminology and concepts. 

Topics Covered: 

• Learn how to submit event payment requests and employee reimbursements via Concur 
• Review the process to submit event vendor payments 
• Be able to view and reconcile Travel & Entertainment card transactions

UC San Diego Travel: Before You Go

Thursday, May 23 @ 9:00 AM - 11:00 AM 

The course will include an in-depth explanation of topics covered in the Concur Travel and Expense eCourse. This course will be especially valuable for employees who travel or book business travel and want to further their understanding of travel preauthorization and UC San Diego's instance of Concur Travel booking tool. Intended for travel arrangers, delegates, travelers, and financial managers who are familiar with Travel Policy G-28 and would like to learn about more advanced Concur Travel terminology and concepts. 

Topics Covered: 

• Review the process to request travel preauthorization via Concur Request 
• Be able to request a new University Travel & Entertainment Card 
• Learn how to book travel via Concur Travel

UC San Diego Travel: Reporting Expenses

Thursday, May 23 @ 1:00 PM - 3:00 PM

Intended for: Those involved in the process of trip reconciliation for business travel at UC San Diego, including travelers, preparers (Concur Delegates), and approvers. 

The course provides an overview of UC San Diego's travel policy and procedure, including summarized guidelines, resources, and information about online tools. 

In this course, you will learn about Concur processes for prepaying travel and claiming expenses after the business trip occurs, per Travel Policy G-28. 

Topics Covered: 

• Arranging for prepayment of fees, such as registration 
• Making deposits, such as for hotels 
• Reporting expenses 
• Claiming traveler reimbursement