Overview

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This Knowledge Base Article will serve as a guide for the temporary process on submitting a Request for Concur data for Sponsored Research reporting

Critical Concepts

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This Reporting Request is for Reports related to Sponsored Projects only, we will have additional Reporting options available in the future

Steps to Take

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1. Access the Budget and Finance section of Services & Support at support.ucsd.edu/finance

2. Select Get Help & Request Service

3. Select Submit a Ticket

4. Select the following Service Offerings

About: Travel
Related to: General Travel/Policy Info
More Specifically: Concur Navigation

5. In the subject, please enter Reporting Request

6. In the description, please enter the following information:

Project Number:
Task Number: if needed
Funding Source: if relevant
Relevant Date Range:
A document submitted and approved in Concur may appear in Oracle with a later accounting date if there were any invoice load errors or invoice holds
Any other information that may be needed

Note: We are unable to provide receipts or attachments at this time, these must be retrieved from the employee or from the individual reports in Concur

Your case submission should look similar to the picture below:

7. Select Submit to submit your case

8. These cases will be routed to the technical team, who will process the Reporting Request or reach out for more information if necessary