There will be a new Request User Interface (UI) in Concur Starting October 2nd. The process outlined below will not change but the screenshots will be outdated. We'll be working on updating all related knowledge base articles in the upcoming weeks. In the meantime, here is a video on the new UI updates.
This article assists the user while troubleshooting common alerts in Concur, and submitting a Request or Expense Report for processes such as Travel, Events, Procurement Card, and other Payment Products.
1. Log in to Concur and select a Request or Expense Report.
2. View the Alerts at the top of the page.
a. Request Alerts can be found above can be found above the name of the Request.
b. Expense Report Alerts can be found above the name of the Expense Report.
3. Click on the down-arrow on the right edge to expand the section and view the Alert information.
4. Follow the instructions on the Alert to resolve the issue.
a. Select view to be taken to the Report Header or the specific Expense where the error is occurring.
b. A common list of Alerts can be found below:
Common Alerts Lists:
|Steps to Take
|This expense report requires a valid Oracle Payee ID in order to issue payment. This employee/affiliate profile does not have an Oracle Payee ID associated to it. For affiliates, complete a PaymentWorks traveler registration to receive a Payee ID. For employees, submit a support.ucsd.edu case to troubleshoot your profile.
|Action: This report must be submitted by the Traveler/Cardholder so they can certify their expenses. An email will be sent to the traveler tomorrow to notify them that their expense report is ready.
|Please only submit personal reimbursements, University Prepaid, T&E Card, or CTS-Air, Hotel expenses after the trip or event has passed.
|Please attach your approved request to this expense report. Attach your request by clicking Report Details and selecting Manage Requests.
|Please submit your P-Card expenses on a Procurement Card Expenses report.
|This Procurement Card expense report includes one or more charges that were not made on the Procurement Card. Move any non-Procurement Card charges to a different expense report type.
|Expenditure Type is required per expense when a Project is selected. Please select an Expenditure Type by clicking on "Allocation" on your expense.
|This looks like a travel expense report for a non-employee or student traveler. For reporting purposes, please add the guest traveler name and address on the Report Header, even if there are no reimbursements due to this traveler.
|INFORMATIONAL: This expense entry may be a duplicate of the following expense. This will NOT prevent the Expense Report from being submitted. [Expense Lines]
If you need any additional assistance, please submit a ticket here or call the IPPS Help Desk at (858) 534-9494.