Non-Event Reimbursements & Account Codes
Find Non-Event Expense Types available in Concur Report Type: Event Expenses & Other Reimbursements.
In Concur, a specific COA Account is associated with each Expense Type in the Report Type: Event Expenses & Other Reimbursements. Sales & Use Tax is assessed based on the taxability of the Account value of the expense/purchase.
Review the table below for a list of available Concur Non-Event Expense Types including default COA Account values associated with them and their taxability.
Note: The Procurement Card is the preferred method for purchasing non-PO University goods and services. In the event that employees were not able to utilize their P-Card and paid out-of-pocket, these are the related expense types when submitting a reimbursement via Concur.
View the Procurement Card Expense Types and Concur Tax Process pages for more information on those specific topics.
|
Concur Expense Type |
COA Account |
Taxable Account Code (Y/N) |
Things to Note |
|---|---|---|---|
| Seminar/Conference Registration | 536000 | N |
Registration only; no travel expenses |
| Dues and Memberships | 522600 | N |
Exclude voluntary contributions and donations as they are non-reimbursable |
| Comp Software Purch License Download | 534002 | N |
Tax exempt software/online downloads |
| Employee - Gift/Prize/Award | 536200 | Y |
E.g. tangible property, gift card, etc.; Provide recipient & applicable sales tax details in Concur |
| Non-Employee - Gift/Prize/Award | 536300 | Y |
E.g., tangible property, gift card, etc.; Provide recipient & applicable sales tax details in Concur |
| Student Awards | 536300 | Y |
E.g., tangible property, gift card, etc.; Provide recipient & applicable sales tax details in Concur |
| Supplies | 522201 | Y |
Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section |
| Miscellaneous | 522201 | Y |
Used if no other reimbursement type option; Sales tax fields in the Concur Expense Details section |
Although use tax assessment is based on the COA Account, the expense will post to the ledger according to the Expenditure Type when using a project and POET information.
Please consult with your fund manager for appropriate Expenditure Type, or refer to list above to match the Expenditure Type to the Account Code of the respective expense type.