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Training

Upcoming financial trainings offered by campus

(last updated February 4, 2025)

Concur: Event Expenses & Other Reimbursements

Thursday, February 13th @ 9:00am - 10:30am 

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 for requesting 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, February 20th @ 9:00am - 11:00am 

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 pre-authorization 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, February 20th @ 1:00pm - 3:00pm 

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 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 in accordance to 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

Hot Topic: Booking Travel

Date: March 12, 2025
Time: 11:00 AM

Learn How to Travel the Triton Way!

Explore all the options available through the Triton Travel program, whether you book online in Concur, over the phone with our partner agencies, or through our dedicated SWABIZ page for Southwest Airlines. These options are also available for personal travel, giving you the flexibility you need.

Hot Topic: Expense Reconciliation

Date: April 9, 2025
Time: 11:00 AM

This training will cover the process of expense reconciliation for UC San Diego business travel using Concur. Participants will learn how to create and submit a Travel Expense Report that is linked to an approved Travel Request. The report can include expenses such as Travel & Entertainment Card transactions, out-of-pocket costs, and payments to guest travelers. We'll review the steps for certifying and submitting the report within 45 days of the trip’s conclusion, in compliance with UC Travel Policy.

Introduction to Oracle Procurement & Payables 

This course will be especially valuable for employees who have little to no experience with buying and paying for goods and services at UC San Diego. Instruction will involve an introduction to Oracle Procurement & Payables and Receiving & Distribution operations as well as a quiz to reinforce concepts. This course is intended for fiscal administrators, fund managers and financial managers who are would like to learn about more buying and paying terminology and concepts. 

Needed for the following roles:

  • Department Shopper 500
  • Department Shopper 2500
  • Department Shopper 5000