Latest Financial Updates
2026 Updates
Keep Your Concur Profile Up-to-Date - 1/27/26
A quick review of your Concur profile can help prevent delays. Here are a few tips and tricks to keep your profile up-to-date:
- Verify your assigned delegate(s) or add new delegate(s) if one is not assigned.
- Confirm Your Primary Assignment Financial Unit under the Expense Information section of your Profile Settings.
- Ensure that the primary Financial Unit reflects your current department.
- If updates are needed, submit a case to your Human Resources department.
- Complete Your Home Department Chart String under the Expense Information section of your Profile Settings.
- Confirm all required fields are completed: Ledger Code, Financial Unit, Approver, and Fund.
Sponsored Affiliate Profiles
- Departments are responsible for ensuring these profiles are maintained using the same guidance above.
Business Purpose & Agenda: Requirements for your Travel and Event Expense Reports - 1/27/26
Before reconciling expenses, be sure to provide a clear and detailed business purpose and upload all required receipts and documentation. Some required documentation that is needed when claiming expenses for a conference are final conference registration invoice and the conference agenda/program. Submitting complete documentation with your initial expense report avoids delays in processing.
For more information on required documentation, visit the Travel Receipts and Documentation: Reimbursement Requirements Blink page. For more examples of detailed business purposes, visit the Meetings and Entertainment & Travel Policy and Procedures Blink pages.Local Hotel Program Update - 1/13/2026
UC San Diego’s inbound‑traveler hotel program received several key updates for the new year to expand the options for faculty, staff, and guests. A new set of hotels is now authorized for direct billing to the UCSD CTS Hotel Card, while a separate group of agreement hotels require a guest credit card or a temporary virtual card as payment. All properties in the local hotel program include UC San Diego rates and various amenities such as shuttle service, complimentary Wi‑Fi, upgrades, dining discounts, and more. Please see the Local Hotel Blink page for more information.
Resources for Payees Update - 1/13/2026
The Integrated Procure‑to‑Pay Solutions (IPPS) site now features a refreshed Resources for Payees section that is organized for PO suppliers, non‑PO payees, and guest travelers. The section highlights three key tools:
- Payee Onboarding Guide – a step‑by‑step map (built in ProMapp!) that walks each payee type through the full registration and payment process
- FAQs for Transcepta and PaymentWorks – quick answers that explain how to navigate these systems and link directly to the relevant knowledge articles
- Support Page – clear contact information so payees know exactly who to reach when an issue arises
New Blink Page: EarlyPay Program - 1/13/2026
A new EarlyPay Program Blink page is now available to help departments understand the EarlyPay program that suppliers may opt into. As a reminder, EarlyPay supports faster, safer and more sustainable supplier payments by reducing paper checks, lowering fraud risk, and streamlining payment processing.
2025 Updates
New Concur Homepage User Interface (UI) - 11/25/2025
What's new:
- Left‑hand navigation bar – The previous “Home” drop‑down menu has been replaced by a permanent navigation bar on the left side of the page. From here you can go directly to Requests, Expense, and Approval modules.
- Footer links relocated – All links that were previously in the footer are now available under the Profile menu.
- Footer removal – The page footer has been removed to reduce visual clutter.
If you have questions or need assistance navigating the new UI, please join Office Hours or submit a Services & Support case.
Business Purpose & Agenda: What You Need to Know Before You Travel - 11/25/2025
Are you planning to travel for an upcoming conference or business event? As a reminder, providing a clear, detailed, and well-supported business purpose along with attaching all required receipts and the event agenda is essential for timely expense report processing.
Why a Strong Business Purpose Matters
As required by UC Travel policy, a complete business purpose helps demonstrate how your trip or event supports the University’s mission, whether through teaching, research, patient care, public service, or other substantial University activities. The more comprehensive the justification submitted upfront, the less likely our office will need to follow up for clarification or return the report for revision.
Documentation Required for Conferences
When attending a conference, please ensure you upload:
- The final conference registration invoice, and
- The conference agenda or program.
Justifying Each Day of Travel
Campus procedures require documentation that supports the business purpose every day you are on travel status. Acceptable forms of documentation include:
- Meeting details: dates, times, locations, general topics, attendee names, and organizational affiliations.
- Agendas, brochures, or event announcements for conferences or professional events.
- For confidential meetings, provide as much information as possible without disclosing sensitive content.
- For complex, multi-destination trips, include a brief narrative explaining why each location was necessary.
Providing a thorough business purpose along with all required receipts and the agenda in your initial submission greatly reduces the need for follow-up questions or returns and will ensure smoother processing and faster reimbursement.
Software Purchases - 11/13/2025
Here is some additional information if your department needs to purchase software. All software purchases need to be reviewed by ITS Office of Information Assurance (ITS OIA), and the supplier review can be initiated here.
This applies to new software, as well as software renewal if the vendor has not been reviewed for at least 3 years.
This applies to new software, as well as software renewal if the vendor has not been reviewed for at least 3 years.
Do Not Use a Procurement Card to Pay for Event Expenses - 11/12/2025
A Procurement Card should never be used to pay for Event Expenses. If you or your department regularly make Event-related purchases, then management in your department should coordinate with the Travel & Entertainment Card Team via Services & Support to open up any regularly used Merchant Category Codes (MCC) on the necessary T&E Cards in order to make those purchases with the appropriate card product. Using your Procurement Card as a "backup" when your T&E Card gets declined is strictly against campus policy and may result in the loss of Procurement Card privileges. Event expenses, Prizes/Gifts, and Food/Drink are restricted on the Procurement Card and can all be found on our list of Restricted Items on our Procurement Card Common Purchases & Restrictions Blink page.
Important Reminder: Timely Reconciliation of Travel & Entertainment Expenses - 10/16/2025
In accordance with IRS regulations, Travel & Entertainment (Event) expenses must be submitted within 60 days after the travel or event end date. Failure to do so will result in taxable reporting. Note that per University of California policy, T&E expenses must be submitted for approval within 45 calendar days of the trip or event end date.
Expenses submitted after this period of time are considered overdue and an explanation must be provided in the reconciliation. For more information, reference the Timeframe for Travel and Entertainment Expense Submission Blink page.
Travel, Entertainment, and Card Product Resources - 10/16/2025
A Blink page was recently published and it’s titled “Travel, Entertainment, and Card Product Resources”. This page is a single‑stop, searchable hub that groups all the step‑by‑step Knowledge Base Articles (KBAs) you’ll need to work with Concur‑based travel, events/entertainment, and University‑issued card products. This new Blink page consolidates the “how‑to” guidance you need without having to hunt across multiple pages. When looking for a specific KBA, make sure to expand all of the drawers and then use the ctrl+f feature to look for specific keywords. We highly encourage you to bookmark this page so that it’s easy to locate when looking for how-to guidance on our Concur processes.
Restricted: Amazon purchases on a Personal Amazon account - 10/9/2025
Amazon purchases on a Personal Amazon account is now restricted on the Procurement Card. Amazon purchases must be made using the Amazon Marketplace Punchout in Oracle.
Updated Meal Allowances - 9/30/2025
New UC meal rates now apply—Breakfast $34, Lunch $59, Dinner $103, Light Refreshments $24—use these for all upcoming entertainment and event expenses.