Who Can Use Concur and What Is It For?
Learn who can access Concur and the processes that you can do within the system.
Who can access Concur?
- Employees
- Student employees
- Sponsored affiliates (e.g. Rady Children's Hospital employees who support UCSD faculty)
NOTE: Please be aware that new employees will not have access to Concur immediately. It may take around 10 business days for the new employee to be able to login to their Concur account. The delay is due to employee data flowing in from UC Path to the Employee Activity Hub, then to Oracle and then finally to Concur.
What can one do in Concur?
- Requests
- Submit a Request for a Travel & Entertainment Card, a Procurement Card, a Human Subject Procurement Card, and Gift Cards
- Submit a card action Request (close/cancel card, limit increase/decrease, name on card update, address or mail code update) for a Travel & Entertainment Card, a Procurement Card, and a Human Subject Procurement Card
- Submit a Travel Request to pre-authorize your business trip (Mileage expenses excluded)
- Submit an Event Request (only for On-Campus Full Service Catering Events)
- Travel
- Book travel expenses (airfare, hotel, rail, rental car)
- Expense
- Submit a Travel Expense Report to reconcile your travel expenses
- Submit an Event Expense Report to reconcile your event/entertainment expenses
- Submit an Other Reimbursements (Non-Event) Expense Report for your non-event/non-travel expenses
- Submit a Procurement Card Expense Report to reconcile the charges made on your Procurement Card (submitted on a monthly basis)
What can I reimburse in Concur?
- Travel expenses for Employees and Non-Employees (Guest Travelers)
- Entertainment expenses for Employees and Non-Employees
- Other Reimbursements expenses for Employees only
- If a non-employee needs to get reimbursed for an expense not associated with a business trip or event, this would be done through the Payment Request form in Services & Support.
- For more detailed, see the Non-PO Payments Blink page
| Concur Action | User Can Prepare | User Can Submit | Delegate Can Prepare | Delegate Can Submit |
|---|---|---|---|---|
| University Card Requests (PCard or T&E) | ||||
| New Card Request | Yes | Yes | Yes | No |
| Card Action Request | Yes | Yes | Yes | Yes |
| Payment Products Requests | ||||
| Human Subject Payments | Yes | Yes | Yes | Yes |
| Gift Card Request | Yes | Yes | Yes | Yes |
| Travel & Event Requests | ||||
| Travel Request | Yes | Yes | Yes | Yes |
| Event Request (Catering) | Yes | Yes | Yes | Yes |
| Expense Reports | ||||
| Procurement Card (PCard) | Yes | Yes | Yes | Yes* |
| Travel Expense | Yes | Yes | Yes | No† |
| Event Expense | Yes | Yes | Yes | Yes |
| Non-Event Reimbursement | Yes | Yes | Yes | Yes |
Explanations & Exceptions
* PCard Delegation of Authority: Delegates are only permitted to submit Procurement Card (PCard) expenses on behalf of a cardholder once a formal PCard Delegation of Authority Request has been submitted and approved.
† Travel Certification Mandate: Due to regulatory compliance, a Delegate may build and prepare a Travel Expense report, but the traveler (User) must personally log in to review, sign off, and submit the document to verify certification.
Use TritonGPT or browse our Knowledge Base for immediate assistance. If you need further support, contact us through the Services & Support portal.