Канал: UC San Diego Budget & Finance

How to Create & Upload Mass Events in CIPERB

How to Create & Upload Mass Events in CIPERB

CIPERB Application Demo

CIPERB Application Demo

How to Itemize Hotel Receipts in Concur

How to Itemize Hotel Receipts in Concur

Contract and Invoice Creation Recording 08.28.2024

Contract and Invoice Creation Recording 08.28.2024

How to use the SAP Concur for Mobile App (Travelers & Delegates)

How to use the SAP Concur for Mobile App (Travelers & Delegates)

How to Download and Login to the SAP Concur for Mobile App

How to Download and Login to the SAP Concur for Mobile App

Approving while on-the-go in the SAP Concur for Mobile App

Approving while on-the-go in the SAP Concur for Mobile App

CIPERB Training Session 6 - 06/20/24

CIPERB Training Session 6 - 06/20/24

CIPERB Training Session 5 - 06/05/24

CIPERB Training Session 5 - 06/05/24

New Media Space Channel Demo - 5.30.24

New Media Space Channel Demo - 5.30.24

Contract and Invoice Creation Recording 05.29.2024

Contract and Invoice Creation Recording 05.29.2024

CIPERB Training Session 4 - 05/22/24

CIPERB Training Session 4 - 05/22/24

CIPERB Training Session 3 - 05/15/24

CIPERB Training Session 3 - 05/15/24

CIPERB Training Session 2 - 05/08/24

CIPERB Training Session 2 - 05/08/24

CIPERB Training Session 1 - 05/01/24

CIPERB Training Session 1 - 05/01/24

CIPERB Application Demo

CIPERB Application Demo

How to Allocate Expenses in Concur 2.0

How to Allocate Expenses in Concur 2.0

Locating an Expense Type in Concur 2.0

Locating an Expense Type in Concur 2.0

How to Add a Travel Assistant/Arranger in Concur

How to Add a Travel Assistant/Arranger in Concur

Approvals in the SAP Concur Mobile App

Approvals in the SAP Concur Mobile App

How to Perform Tasks an Approver in Concur

How to Perform Tasks an Approver in Concur

How to use the SAP Concur for Mobile App

How to use the SAP Concur for Mobile App

How to Submit an Event Expense Report in Concur

How to Submit an Event Expense Report in Concur

How to Request a New Travel and Entertainment Card

How to Request a New Travel and Entertainment Card

How to Request a New Procurement Card

How to Request a New Procurement Card

How to Create an Event Request

How to Create an Event Request

How to Act as a Delegate in Concur

How to Act as a Delegate in Concur

How to Remove Yourself as Someone's Delegate

How to Remove Yourself as Someone's Delegate

How to Calculate Mileage in Concur

How to Calculate Mileage in Concur

How to Create a Travel Request in Concur

How to Create a Travel Request in Concur

How to Submit a Travel Expense Report in Concur

How to Submit a Travel Expense Report in Concur

Cash Handling Training

Cash Handling Training

Contract and Invoice Creation Recording 02.28.2024

Contract and Invoice Creation Recording 02.28.2024

Financial Operations Office Hours 2/16/2024

Financial Operations Office Hours 2/16/2024

Labor Contingency Savings

Labor Contingency Savings

Financial Operations Office Hours 1/19/2024

Financial Operations Office Hours 1/19/2024

Additional ECERT Training October 2023

Additional ECERT Training October 2023

ECERT PI Training June 28, 2023

ECERT PI Training June 28, 2023

Effort Reporting Training May 17, 2023

Effort Reporting Training May 17, 2023

How to Add a Request Delegate and an Expense Delegate in Concur

How to Add a Request Delegate and an Expense Delegate in Concur

Bank Reconciliations Process, Template and Best Practices 8/17/2023

Bank Reconciliations Process, Template and Best Practices 8/17/2023

Contract and Invoice Creation Recording 05.3.2023

Contract and Invoice Creation Recording 05.3.2023

Hot Topics: Moves/Relocation: Policy & Procedure [2023-08-30]

Hot Topics: Moves/Relocation: Policy & Procedure [2023-08-30]

How to Book Travel in Concur

How to Book Travel in Concur

How to Add a Travel Assistant/Arranger in Concur

How to Add a Travel Assistant/Arranger in Concur

Supplier Inquiry Report Webinar

Supplier Inquiry Report Webinar

How to Log Into Concur

How to Log Into Concur

Reporting Workshop Series: How to manage non-sponsored projects with PPM Budgets

Reporting Workshop Series: How to manage non-sponsored projects with PPM Budgets

How to Add Attendees to an Event Expense Report

How to Add Attendees to an Event Expense Report

How to Create a Travel Request in Concur

How to Create a Travel Request in Concur

Reporting Workshop Series: How to complete a Financial Expense Report (FER)

Reporting Workshop Series: How to complete a Financial Expense Report (FER)

Reporting Workshop: How to prepare for a Research Performance Progress Report (RPPR)

Reporting Workshop: How to prepare for a Research Performance Progress Report (RPPR)

July 2023 Concur Reporting

July 2023 Concur Reporting

Misposted Miscellaneous Receipts on Sponsored Projects Demo

Misposted Miscellaneous Receipts on Sponsored Projects Demo

Reporting Workshop: How to review and correct project personnel roles

Reporting Workshop: How to review and correct project personnel roles

Reporting Workshop Series: How to review and correct sponsored project budgets

Reporting Workshop Series: How to review and correct sponsored project budgets

Reporting Workshop Series: How to reconcile payroll between the Labor Ledger and financial ledgers

Reporting Workshop Series: How to reconcile payroll between the Labor Ledger and financial ledgers

Reporting Workshop: How to identify and resolve GL transactions on no project

Reporting Workshop: How to identify and resolve GL transactions on no project

Reporting Workshop Series: How to Identify and Clear Deficits on Sponsored Projects

Reporting Workshop Series: How to Identify and Clear Deficits on Sponsored Projects

Reporting Workshop Series: GL-PPM Reconciliation - How to Identify and Resolve GL-PPM Differences

Reporting Workshop Series: GL-PPM Reconciliation - How to Identify and Resolve GL-PPM Differences

Reporting Workshop Series: Transaction Details - High Risk Ledger Review

Reporting Workshop Series: Transaction Details - High Risk Ledger Review

Reporting Workshop Series: Advanced Topics in Excel

Reporting Workshop Series: Advanced Topics in Excel

May 2023 Fiscal Close

May 2023 Fiscal Close

Dashboard of the Week: Default Project Payroll – Advanced Topics 4.10.23

Dashboard of the Week: Default Project Payroll – Advanced Topics 4.10.23

Dashboard of the Week: GL Project Balances 4.3.23

Dashboard of the Week: GL Project Balances 4.3.23

April 2023 Payee Management

April 2023 Payee Management

Registering as a New Payee

Registering as a New Payee

Dashboard of the Week: Research Administration Activity Dashboard 3.20.23

Dashboard of the Week: Research Administration Activity Dashboard 3.20.23

Dashboard of the Week: Default Project Payroll (Basic) and Funding Issues Report 3.13.23

Dashboard of the Week: Default Project Payroll (Basic) and Funding Issues Report 3.13.23

Dashboard of the Week: Cognos Tips and Tricks – Advanced 3.6.23

Dashboard of the Week: Cognos Tips and Tricks – Advanced 3.6.23

Dashboard of the Week: DOPES 2.27.23

Dashboard of the Week: DOPES 2.27.23

UC San Diego Financial Accounting Program Information Session 10.27.2022

UC San Diego Financial Accounting Program Information Session 10.27.2022

PaymentWorks Webinar

PaymentWorks Webinar

February 2023 Concur On Your Device

February 2023 Concur On Your Device

Dashboard of the Week: GL-PPM Reconciliation 2.13.23

Dashboard of the Week: GL-PPM Reconciliation 2.13.23

Dashboard of the Week: Transaction Details 2.6.23

Dashboard of the Week: Transaction Details 2.6.23

Dashboard of the Week: Expanded Project Summary 1.30.23

Dashboard of the Week: Expanded Project Summary 1.30.23

Dashboard of the Week: Project Management Dashboard 1.23.23

Dashboard of the Week: Project Management Dashboard 1.23.23

January 2023 Oracle Enhancements

January 2023 Oracle Enhancements

Ordering Goods and Services with Request Forms

Ordering Goods and Services with Request Forms

Request Forms Overview

Request Forms Overview

PO Change Orders

PO Change Orders

Introduction to Oracle Procurement

Introduction to Oracle Procurement

Dashboard of the Week: Cognos Tips and Tricks - Basic - 1.09.23

Dashboard of the Week: Cognos Tips and Tricks - Basic - 1.09.23

Navigating the PO Module

Navigating the PO Module

Setting up Requisition Preferences

Setting up Requisition Preferences

Dashboard of the Week: Default Project Payroll Advanced Topics - 12.12.22

Dashboard of the Week: Default Project Payroll Advanced Topics - 12.12.22

November 2022 Year End Review

November 2022 Year End Review

Dashboard of the Week: Default Project Payroll - 11.14.22

Dashboard of the Week: Default Project Payroll - 11.14.22

Closing Purchase Orders

Closing Purchase Orders

Checking Requisition Status

Checking Requisition Status

October 2022 How to Search and Purchase Strategically

October 2022 How to Search and Purchase Strategically

Dashboard of the Week: GL PPM Reconciliation - 11.7.22

Dashboard of the Week: GL PPM Reconciliation - 11.7.22

Dashboard of the Week: Contract Management - 10.31.22

Dashboard of the Week: Contract Management - 10.31.22

Dashboard of the Week: GL Project Balances - 10.25.22

Dashboard of the Week: GL Project Balances - 10.25.22

Dashboard of the Week: Transaction Details Report - 10.17.22

Dashboard of the Week: Transaction Details Report - 10.17.22

September 2022 Travel Like a Triton

September 2022 Travel Like a Triton

Oracle Procurement 101, Return to Buying

Oracle Procurement 101, Return to Buying

Camp IPPS 2022 Outbound Shipping, Best Practices and Navigation

Camp IPPS 2022 Outbound Shipping, Best Practices and Navigation

Camp IPPS 2022: Sustainable Programs & Policy

Camp IPPS 2022: Sustainable Programs & Policy

Camp IPPS 2022: Navigating the Logistics Portal

Camp IPPS 2022: Navigating the Logistics Portal

Camp IPPS 2022: Purchasing Gift Cards with the T&E Card

Camp IPPS 2022: Purchasing Gift Cards with the T&E Card

Camp IPPS 2022: POETAF and COA Literacy

Camp IPPS 2022: POETAF and COA Literacy

Camp IPPS 2022: The Matrix, Procure to Pay Edition

Camp IPPS 2022: The Matrix, Procure to Pay Edition

Camp IPPS 2022: Contracting out Covered Services

Camp IPPS 2022: Contracting out Covered Services

Camp IPPS 2022: Professional Buyer Panel

Camp IPPS 2022: Professional Buyer Panel

Camp IPPS 2022: The Travel & Entertainment Temporary Virtual Card

Camp IPPS 2022: The Travel & Entertainment Temporary Virtual Card

Camp IPPS 2022: Travel in the New World

Camp IPPS 2022: Travel in the New World

Camp IPPS 2022: Tips & Tricks for Procurement Card Delegates

Camp IPPS 2022: Tips & Tricks for Procurement Card Delegates

Camp IPPS 2022: Thermofisher Scientific and UC San Diego

Camp IPPS 2022: Thermofisher Scientific and UC San Diego

Camp IPPS 2022: Wires (Travel & Non Travel) 101

Camp IPPS 2022: Wires (Travel & Non Travel) 101

Camp IPPS 2022: Travel Policy and Reconciliation 101

Camp IPPS 2022: Travel Policy and Reconciliation 101

Camp IPPS 2022: Small Business Programs & Policy

Camp IPPS 2022: Small Business Programs & Policy

Camp IPPS 2022: Common Procurement Card Expense Report Errors

Camp IPPS 2022: Common Procurement Card Expense Report Errors

Camp IPPS 2022: Travel & Entertainment Card 101

Camp IPPS 2022: Travel & Entertainment Card 101

Camp IPPS 2022: Ask a Fund Manager

Camp IPPS 2022: Ask a Fund Manager

Camp IPPS 2022: Invoice Status and Payment Tracking at UCSD

Camp IPPS 2022: Invoice Status and Payment Tracking at UCSD

Camp IPPS 2022: Disbursements Gift Card Program

Camp IPPS 2022: Disbursements Gift Card Program

Camp IPPS 2022: NonPO and Allowable Expenses

Camp IPPS 2022: NonPO and Allowable Expenses

Camp IPPS 2022: Using Concur for Personal Travel

Camp IPPS 2022: Using Concur for Personal Travel

Camp IPPS 2022: The Dos and Don'ts of PO Change Orders

Camp IPPS 2022: The Dos and Don'ts of PO Change Orders

Camp IPPS 2022: How Logistics is Evolving to Support Campus

Camp IPPS 2022: How Logistics is Evolving to Support Campus

Camp IPPS 2022: Competitive Bids at UC San Diego

Camp IPPS 2022: Competitive Bids at UC San Diego

Camp IPPS 2022: Catering Process and Entertainment Reconciliation

Camp IPPS 2022: Catering Process and Entertainment Reconciliation

Camp IPPS 2022: World of Surplus Transfer Requests

Camp IPPS 2022: World of Surplus Transfer Requests

Camp IPPS 2022: Taking a Detour from Payment Compass

Camp IPPS 2022: Taking a Detour from Payment Compass

Camp IPPS 2022: Oracle Search Result Enhancements

Camp IPPS 2022: Oracle Search Result Enhancements

July 2022 Resolving AP Invoice Holds

July 2022 Resolving AP Invoice Holds

April 2022 End of Fiscal Year Preparations

April 2022 End of Fiscal Year Preparations

March 2022 Hot Topics Supply Chain Updates

March 2022 Hot Topics Supply Chain Updates

UC San Diego: Finance Help Line Jingle (extended)

UC San Diego: Finance Help Line Jingle (extended)

UC San Diego Finance Help Line Jingle

UC San Diego Finance Help Line Jingle

January 2022 Hot Topics Navigating IPPS Resources

January 2022 Hot Topics Navigating IPPS Resources

Oracle Redwood Information Session - 12.02.21

Oracle Redwood Information Session - 12.02.21

Concur: Allocation

Concur: Allocation

November 2021 End of Calendar Year Preparations

November 2021 End of Calendar Year Preparations

Oracle Redwood Information Session - 11.17.2021

Oracle Redwood Information Session - 11.17.2021

Oracle Redwood: How to Configure Redwood UI Homepage

Oracle Redwood: How to Configure Redwood UI Homepage

Oracle Redwood: How to Create Favorites

Oracle Redwood: How to Create Favorites

Oracle Redwood: How to Access Worklists

Oracle Redwood: How to Access Worklists

UC San Diego Financial Accounting Program Information Session 11.02.21

UC San Diego Financial Accounting Program Information Session 11.02.21

October 2021 Understanding POETAF

October 2021 Understanding POETAF

September 2021 Concur Approval Roles

September 2021 Concur Approval Roles

Payroll Sections on the Faculty and Researcher Panorama - 09/22/21

Payroll Sections on the Faculty and Researcher Panorama - 09/22/21

BI & Financial Reporting Office Hours - 08/18/21

BI & Financial Reporting Office Hours - 08/18/21

BI & Financial Reporting Office Hours - 09/08/21

BI & Financial Reporting Office Hours - 09/08/21

BI & Financial Reporting Office Hours - 09/01/21

BI & Financial Reporting Office Hours - 09/01/21

Fund Manager Reports Working Group - 08/25/21

Fund Manager Reports Working Group - 08/25/21

New Budget Deficit Reports - 09/15/21

New Budget Deficit Reports - 09/15/21

UC San Diego Financial Accounting Program Information Session 09.02.21

UC San Diego Financial Accounting Program Information Session 09.02.21

August 2021 Lifting Commitments in Oracle Procurement & Payables

August 2021 Lifting Commitments in Oracle Procurement & Payables

New & Improved Project Lookup Tool

New & Improved Project Lookup Tool

Sunsetting Alternative COA Lookup Reports

Sunsetting Alternative COA Lookup Reports

July 2021 Procurement and Travel & Entertainment Cards

July 2021 Procurement and Travel & Entertainment Cards

Concur: New Card Request

Concur: New Card Request

Exceptions and Faculty & Researcher Panorama Updates

Exceptions and Faculty & Researcher Panorama Updates

Concur: Event and Expense Reimbursements 07-13-2021

Concur: Event and Expense Reimbursements 07-13-2021

UCSD Travel: Before You Go 04-22-2021 (Concur)

UCSD Travel: Before You Go 04-22-2021 (Concur)

UCSD Travel: Reporting Expenses 04-22-2021 (Concur)

UCSD Travel: Reporting Expenses 04-22-2021 (Concur)

Concur: Event and Expense Reimbursements 05-11-2021

Concur: Event and Expense Reimbursements 05-11-2021

UC San Diego Travel: Reporting Expenses 05-27-2021 (Concur)

UC San Diego Travel: Reporting Expenses 05-27-2021 (Concur)

UC San Diego Travel: Before You Go 05-27-2021 (Concur)

UC San Diego Travel: Before You Go 05-27-2021 (Concur)

Carryforward Balance FinUnit and Project: Account 300000

Carryforward Balance FinUnit and Project: Account 300000

Beginning Balance Reporting for the New Fiscal Year

Beginning Balance Reporting for the New Fiscal Year

Fund Management Office Hours

Fund Management Office Hours

How to View Direct and Indirect Costs

How to View Direct and Indirect Costs

Equipment Reporting in IFIS vs Oracle

Equipment Reporting in IFIS vs Oracle

Payment Compass Webinar May 2021

Payment Compass Webinar May 2021

May 2021 Commitments

May 2021 Commitments

Office Hours: Fiscal Close Activities

Office Hours: Fiscal Close Activities

Oracle Cost Transfer Multi-Select Approvals

Oracle Cost Transfer Multi-Select Approvals

Oracle Cost Transfer Multi-Select

Oracle Cost Transfer Multi-Select

Business Analytics Hub

Business Analytics Hub

Procure to Pay Panorama

Procure to Pay Panorama

April 2021 Profile Setup and Management

Office Hours: 'Internal Revenue'/Recharges & Financial Reporting and Salary Project Projections

Office Hours: 'Internal Revenue'/Recharges & Financial Reporting and Salary Project Projections

Office Hours: PPM Subledger and Reading the General Ledger

Office Hours: PPM Subledger and Reading the General Ledger

Office Hours: General Project Structure Options

Office Hours: General Project Structure Options

Office Hours: Sponsored Projects Specialized Processes & Incoming Outgoing Subawards

Office Hours: Sponsored Projects Specialized Processes & Incoming Outgoing Subawards

Fund Management: Financial Reporting & Salary Projections

Fund Management: Financial Reporting & Salary Projections

Fund Management Internal Revenue Recharges

Fund Management Internal Revenue Recharges

PPM Personnel Updates & Tasks to Projects Re-Conversion

PPM Personnel Updates & Tasks to Projects Re-Conversion

Fund Management: External Revenue

Fund Management: External Revenue

Fund Management: Subledger Variances

Fund Management: Subledger Variances

Concur: Event Expense Report

Concur: Event Expense Report

How to Create an Accounts Receivable Billing (Invoice)

How to Create an Accounts Receivable Billing (Invoice)

Default Chart Strings Payroll

Default Chart Strings Payroll

Fund Management Sponsored Project Specialized Processes

Fund Management Sponsored Project Specialized Processes

Fund Management: Incoming and Outgoing Subawards

Fund Management: Incoming and Outgoing Subawards

Kuali Research: How to Update and Assign Requisitioners

Kuali Research: How to Update and Assign Requisitioners

Fund Management: General Ledger

Fund Management: General Ledger

PPM Awards: How to Edit a Budget

PPM Awards: How to Edit a Budget

Fund Management Training Series: PPM Subledger

Fund Management Training Series: PPM Subledger

March 2021Wire Payments

March 2021Wire Payments

Financial Information System Town Hall

Financial Information System Town Hall

Fund Management: General Project Structure Options

Fund Management: General Project Structure Options

Exceptions Panorama & Scheduling

Exceptions Panorama & Scheduling

Cost Transfer Dashboard

Cost Transfer Dashboard

Authors: Dashboards

Authors: Dashboards

Concur: Cash Advance for Employees

Concur: Cash Advance for Employees