concur ucsd blink

2 min read 25-12-2024

Meta Description: Streamline your UCSD expense reporting with Concur! This comprehensive guide covers everything from accessing Concur through Blink to submitting expense reports and managing receipts. Learn how to navigate the system efficiently and avoid common pitfalls. Get started with Concur UCSD today!

Accessing Concur via Blink

Concur is UCSD's primary expense reporting system. Accessing it is straightforward through the Blink portal. Here's how:

Log in to Blink: Go to the official UCSD Blink portal and log in using your university credentials.
Find Concur: Once logged in, search for "Concur" within Blink. The exact location might vary slightly depending on your Blink version. It's often found under a section related to "Finance," "Employees," or similar. Look for a link or tile labeled "Concur."
Launch Concur: Click the link to launch the Concur application. This will open a new tab or window where you can begin using the expense reporting system.

Navigating the Concur Interface: A Step-by-Step Guide

The Concur interface can seem daunting at first, but with a little practice, it becomes intuitive. Here's a breakdown of the key features:

Creating an Expense Report

New Report: Click the "Create Expense Report" button (or similar).
Add Expenses: Enter details for each expense. This includes the date, vendor, amount, payment method, and a description. Be sure to accurately categorize each expense.
Attach Receipts: Upload digital copies of your receipts. This is crucial for proper reimbursement. Many smartphones allow you to take a picture of a receipt and upload it directly. Ensure receipts are clear and legible.
Review and Submit: Review the entire expense report carefully to ensure accuracy. Once confirmed, submit the report. You may need to select an appropriate approver.

Managing Receipts in Concur

Concur utilizes a digital receipt system to simplify the process. Here's what you need to know:

Uploading Receipts: As mentioned, upload clear and legible images or PDFs of your receipts directly to the expense report.
Organizing Receipts: If you anticipate submitting multiple expense reports, consider creating a dedicated folder on your computer to store receipts before uploading them to Concur.
Receipt Storage: UCSD likely has guidelines on how long you should retain physical copies of receipts, even after submitting digital copies. Consult your department's finance policies.

Approvals and Reimbursements

After submitting your expense report, it will go through an approval process. The approver will review the report and either approve or reject it. Approved reports will then proceed to reimbursement. The exact timeline for reimbursement depends on UCSD's finance procedures. Check the Concur system or your department's guidelines for details.

Troubleshooting Common Concur Issues

Experiencing difficulties with Concur? Here are some solutions to common problems:

Login Issues: Double-check your Blink credentials. If problems persist, contact UCSD IT support.
Receipt Upload Errors: Ensure you are uploading supported file types (JPG, PNG, PDF) and that the file size is not too large. Contact Concur support if you continue to have problems.
Report Approval Delays: If your report is taking longer than expected, check its status in Concur. If necessary, contact your approver to inquire about any issues.

Additional Resources and Support

UCSD likely provides training materials and support resources for Concur users. These resources might include:

Online tutorials: Search the UCSD website for Concur tutorials or guides.
Training sessions: Attend any workshops or webinars offered by UCSD finance or IT departments.
Help desk support: Contact the UCSD finance or IT help desk for assistance with Concur-related issues.

By following these guidelines and utilizing available support, you can efficiently navigate Concur UCSD and effectively manage your expense reporting through Blink. Remember to always review your expenses carefully before submission to minimize potential delays.