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Get Started with These Four Tips

Whether you are a new employee or have been granted new responsibilities, we want to welcome you! We know that so much information is coming at you and that you are (or will be soon) handling many things, which makes it easy to lose touch with what’s going on. Don’t worry though, here are four tips to help you stay current with the news and resources that expand your knowledge of key financial activities!

Get Access

Determine the Roles You Need


Initiate the Role Request

  • Discuss with your Supervisor before intiating a role request
  • All role requests must be submitted through Services & Support using the Oracle and Concur Role Requests form
    • Turnaround time may vary and is dependent on the approval process

Get Oriented to the Resources & Training

Search the Knowledge Base 

The Budget & Finance Knowledge Base contains articles that provide users with information such as self-help, troubleshooting, and task resolution. The WalkMe Browser Extension adds various tips, walkthroughs, and resources to your Oracle and Concur applications. We also use WalkMe to add additional validation to your transactions, announcements, and reminders. Download the extension to your browser to unlock these features.


Crowdsource Answers from Your Colleagues

The Budget & Finance CoP is a learning network dedicated to bringing the UC San Diego financial community together to share and crowdsource knowledge related to specific budget & finance related topics. Participants come together to learn from and share practices and ideas to ensure departments’ success in managing the university’s fiscal responsibilities. Membership is open, and you are invited to participate in any areas of interest. We invite you to join in one of two ways:


Watch Video Guides and Office Hours in our YouTube Channel

The UC San Diego Budget & Finance YouTube Channel supports the campus community's success in managing their fiscal responsibilities. Videos and recorded office hours include guidance on UC San Diego’s Oracle Financials Cloud (OFC), Concur, and Oracle Planning and Budgeting related processes and procedures. Search for UC San Diego Budget & Finance on YouTube or click on the link here. Be sure to subscribe!

Get Trained

Register for an Instructor-Led Training + Attend Office Hours

Visit the Event Calendar for a consolidated view of Office Hours, Instructor-Led Training sessions, and Hot Topics. Be sure to try out the different calendar views in the upper right corner! 

Stay Connected

Subscribe to the Budget & Finance Weekly Digest

Each Tuesday, the Weekly Digest provides important updates related to Budget & Finance, including Oracle Financials Cloud and Concur Travel & Expense. Our goal is to deliver timely information that matters to you. Subscribe to the newsletter today!