concur ucsd blink

3 min read 01-03-2025

Concur is the expense management system used at UC San Diego. Navigating its integration with Blink, UCSD's portal, can be tricky. This guide will provide a comprehensive overview of using Concur through Blink, covering everything from creating expense reports to getting reimbursed. Whether you're a student or staff member, this guide will help streamline your expense reporting process.

Accessing Concur via UCSD Blink

The first step is accessing Concur through the UCSD Blink portal. This is the primary method for UCSD students and staff to interact with the system.

Step-by-Step Instructions:

Log in to Blink: Go to the official UCSD Blink portal website and enter your campus credentials.
Navigate to Concur: Once logged in, search for "Concur" within Blink. The exact location may vary slightly depending on your role and Blink's current layout. You should find a direct link to the Concur application.
Access your Concur account: Clicking the link will take you to your personalized Concur account. You may be prompted to accept terms and conditions the first time you log in.

Creating an Expense Report in Concur

Submitting an expense report is the core function of Concur. This section details the process for creating and submitting a report.

Key Steps:

Start a new report: Once in Concur, locate the option to create a new expense report. This is usually clearly labeled and prominently displayed.
Add expenses: Input each expense individually. This will typically involve entering the date, vendor, amount, payment method, and a description. You'll need to upload receipts for verification.
Categorize expenses: Ensure you select the appropriate expense category for each item. This helps with accurate accounting and processing.
Review and submit: Before submitting, thoroughly review all entries for accuracy. Once satisfied, submit the report for processing. This usually initiates a workflow for approval.

Common Issues and Troubleshooting

Using Concur can sometimes present challenges. This section addresses common problems and offers solutions.

Frequently Asked Questions (FAQs):

Q: What if I don't have a receipt? A: Contact your department's finance office immediately. They can advise on acceptable alternatives and potential procedures for missing receipts. Providing supporting documentation is crucial for reimbursement.
Q: My report is stuck in pending approval. A: Check with your supervisor or the appropriate approver to see if they've received the notification and if there are any outstanding issues. Many times, simple reminders can solve these issues.
Q: What types of expenses are eligible for reimbursement? A: The types of expenses eligible for reimbursement vary depending on your role and department. Consult UCSD's travel and expense policies for more details. These are usually accessible through Blink or your department's website.
Q: I'm having technical difficulties. A: Contact UCSD's IT support or the Concur help desk for assistance. They can provide troubleshooting and support to resolve any technical issues.

Understanding Reimbursement Processes

The time it takes to receive reimbursement depends on various factors.

Factors Affecting Reimbursement Time:

Report approval: The speed of approval from your supervisor or designated approver directly impacts processing time.
Receipt completeness: Incomplete or missing receipts will delay processing and potentially require additional follow-up.
System processing: Concur itself requires a certain amount of processing time. Allow for a reasonable processing period as outlined in UCSD guidelines.

UCSD Concur Resources

UCSD provides various resources to assist with using Concur.

Helpful Links and Contacts:

UCSD Finance website: This website typically contains comprehensive information about UCSD's expense reporting policies and procedures.
Concur help desk: Contact information for Concur's support team should be easily accessible through the application itself or the UCSD Finance website.

This guide offers a starting point for navigating Concur through UCSD Blink. Remember to always refer to official UCSD documentation and resources for the most up-to-date information and specific department policies. Using Concur effectively ensures a smoother expense reimbursement process. Remember to always keep your receipts organized and readily available for quick access. Good record-keeping minimizes processing delays.