Impact23

The Allocate function allows users to distribute funds across FAUs. The user/approver is able to:

• Allocate all expenses to various FAUs , which will be charged for those expenses 
• Allocate a single expense or multiple expenses on the same expense report

Concur's way of splitting funds: Users provide the FAU information on the Report Header and will use the Allocate function if any of expenses on the expense report should be charged to an FAU that differs from the one on the Report Header.

For some types of expenses, such as business meals, you may be required to identify all attendees of that event/expense. 

A record of changes made to the trip including edits and approvals or rejections by an approver.

Request Type where user can submit a request for:

• New University Procurement Card (PCard)
• New University Travel & Entertainment Card (T&E Card)
• University Card change action (e.g., update name, limit increase, close/cancel) for PCards & T&E Cards

• Will auto populate for each new Request created
• Can be edited as necessary while the request/expense report is open

The Delegates feature allows an employee (delegate) to act on behalf of another employee user (delegator). Faculty and staff may add authorized individuals as Travel Arranger delegates through EACS or as Temporary Approvers through their Concur profile settings to view transactions and prepare requests/expense reports on their behalf.

Concur Expense feature where user capabilities include:

• Travel Expense Reconciliation
• View T&E Card Transactions (Available Expenses)

The Expense Type field in Concur is used to indicate the nature of the Expense. The Expense Type will prompt form fields for the user to input required information regarding the expense as it pertains to the respective policy.

Use the Itemization feature to account for receipts that include both business and personal expenses or to ensure that each of your expenses is accounted for correctly.

This feature allows the user to break out the expenses on a hotel folio (e.g., room rate, taxes, non-lodging expenses such as parking).

Used only when a merchant receipt is lost and a duplicate cannot be obtained or the receipt is missing sufficient itemization/details. The missing receipt declaration must be complete by the traveler (no delegate submissions) and can be found by selecting “Missing Receipt Declaration” from the ‘Manage Receipts’ dropdown menu on the “Manage Expenses” display.

Refers to out-of-pocket expenses paid personally by the employee for travel-related expenses for which they are requesting reimbursement. 

The Concur Request feature is designed to help businesses control expenses by requiring employees to obtain approval before incurring travel or other expenses. Concur Request feature where user capabilities include:

• Travel Request (Pre-trip authorization)
• T&E Card Request (New Card; Card Action)
• PCard Requests (New Card; Card Action)

Note: Pre-Trip Requests (Travel Authorization) must be associated with the respective Expense Report.

Unique identifier for the Request that is auto-generated by the system. Required when booking travel through Concur Travel and Anthony Agent Services. Only Travel Arrangers may enter the Requests ID in Concur Travel to utilize the ghost card.

Concur Travel module is UC Riverside's direct online booking tool through Anthony Travel where users can access UC-negotiated rates. Concur Travel feature where user capabilities include:

• Book travel (air, car rental, lodging, train)
• Access Trip Library
• View upcoming trips

The University reimburses its employees' travel expenses (i.e., M&IE, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. The Concur function is used to create foreign itinerary and claim Foreign Per Diem expenses.

Expense Report Type used to reconcile travel costs (trip reconciliation). Expense Report may include:

• Out of Pocket Traveler Expenses
• Travel & Entertainment (T&E) card charges
• Prepayments to travel supplier
• Cash Advances

Travel Requests are required to authorize business purpose and funding source in advance of travel. The approved Travel Request serves as the preauthorization of the trip. It is the first part of a two-part process (the other being a Travel Expense Report).