Travel, Entertainment, and Card Product Resources
Last Updated: September 30, 2025 3:38:24 PM PDT
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Find resources that are related to Concur, booking travel, travel, events/entertainment, and card products.
These Knowledge Base Articles (KBAs) are located in Services & Support (support.ucsd.edu/finance) and provide guidance on our step-by-step processes that occur in Concur. Expand each drawer below to view the how-to articles. Refer to the Concur Travel & Expense: Glossary for more information on Concur terminology.Concur - General
Delegates
- How to Add a Request Delegate and an Expense Delegate in Concur
- Delegates do not have access to book travel on behalf of another employee unless they are set up as the employee's travel arranger/assistant
- How to get Added as a Delegate for Multiple Concur Users (+10)
- How to Act as a Delegate in Concur
- How to Stop Being a Delegate for a Concur User
Booking Travel
- How to Book Travel in Concur Travel
- How to Book Personal Travel in Concur Travel
- How to Book travel in the SAP Concur for Mobile App (MediaSpace video)
- How to Add a Travel Assistant/Arranger in Concur
- A Travel assistant/arranger can only book travel for an employee. They do not have access to view the Requests & Expense modules unless they are granted delegate.
Travel
- How to Create a Travel Request in Concur
- A Travel Request is a preauthorization that must be completed before going on your trip. A Travel Request does not issue a reimbursement.
- How to Submit a Travel Expense Report in Concur
- How to Issue Travel Prepayments in Concur
- How to Process Mileage-Only Reimbursements
- How to Process Non-Employee (Guest) Travel in Concur
- How to Process Student Travel in Concur
- How to Process Group Travel in Concur
- How to Calculate Per Diem for Travel in Concur
- How to Process a Travel Wire
- How to Request and Reconcile a Trash Cash Advance
Entertainment (Events)
- How to Create an Event (Catering) Request in Concur
- An Event Request is only required for On-Campus Full Service Catering events where an external vendor comes to campus to provide a service. If your meeting/event falls outside of that category, you can begin the reimbursement/reconciliation process by submitting an Event Expense Report.
- How to Submit an Event Expense Report in Concur
- How to Add Attendees to an Event Expense Report
Travel & Entertainment Card
Request
- How to Request a New Travel & Entertainment Card
- How to Create a Travel & Entertainment Card Action Request
Expense Report
- How to Itemize a Travel & Entertainment Card Transaction in a Concur Expense Report
- How to Process Personal/Non-Reimbursable Card Charges in Concur
- How to Reconcile Travel & Entertainment Card Transactions to an Expense Report
- How to Reconcile a Procurement Card OR T&E Card Fraudulent Charge in Concur
Procurement Card
Request
- How to Request a New Procurement Card
- How to Create a Procurement Card Action/Update Request
- How to Submit a Procurement Card Delegation of Authority Request in Concur
- How to Request a New Human Subject Procurement Card
- How to Create a Human Subject Procurement Card Action Request
Expense Report
- How to Reconcile a Procurement Card OR T&E Card Fraudulent Charge in Concur
- How To Request a New Procurement Card to be Mailed to your Home Address While Working Remote
- What is the Timeframe for Reconciling Procurement Card Transactions
- How to Reconcile Transactions and Create a Procurement Card Expense Report