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 Capabilities |
||
|---|---|---|
| Request or Expense |
User (payee/cardholder/traveler) |
Delegate *Exception: User must review & submit as certification |
|
University Card Request PCard or T&E Card |
New Card Request: Prepare, Submit Card Action Request: Prepare, Submit |
New Card Request: Prepare* Card Action Request: Prepare, Submit |
|
Payment Products Request Human Subject Compensation to PI, Gift Cards
|
Human Subject Payments Request: Prepare, Submit | Human Subject Payments Request: Prepare. Submit |
| Gift Card Request: Prepare, Submit | Gift Card Request: Prepare, Submit | |
| Procurement Card Expenses | PCard Expense Report: Prepare, Submit |
PCard Expense Report: Prepare*, Submit** **only with completed PCard Delegation of Authority Request |
| Travel Requests & Expenses |
Travel Request: Prepare, Submit Travel Expense Report: Prepare, Submit |
Travel Request: Prepare, Submit Travel Expense Report: Prepare* |
| Event Expenses & Other Reimbursements |
Event Request (Catering): Prepare, Submit Event Expense Report: Prepare, Submit |
Event Request (Catering): Prepare, Submit Event Expense Report: Prepare, Submit |
| Non-Event Reimbursements: Prepare, Submit | Non-Event Reimbursements: Prepare, Submit | |
Use TritonGPT or browse our Knowledge Base for immediate assistance. If you need further support, contact us through the Services & Support portal.