Published the second Tuesday of every month, the Budget & Finance Digest delivers timely updates that matter to you.

We’re excited to share that Amazon Business punchout is live inside Advanced Search! This new capability allows you to browse Amazon’s full catalog — including business‑only items and special pricing —alongside other university suppliers in one centralized platform.

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Learn about upcoming events, office hours that you won’t want to miss! Click on the calendar to be redirected and add these events to your calendar.

May Fund Management Office Hours

Note: order is switched for May. 

FMOH Zoom Link
FMOH Recordings

A new equipment management activity was added to the Blink page for Best Practices in Internal Controls to confirm the status of CAMS validation.  The activity is intended to require departments to ensure CAMS validations are occurring within the biennial inventory validation cycle by their equipment custodians.

Please review the Blink page for more information about this update.

As of April 10, UCSDPLAN has closed to general budget preparers. VC Office budgets remain accessible in the system for review purposes. The system is anticipated to close for VC Offices around May 15. Additional office hours will be established for this group. 
 
Once the final compensation notice for finalized contracts is received, central adjustments will be made in UCSDPLAN to update expense rates and resource budgets. This is estimated to occur in late June, at which time the system will reopen for several weeks to allow for final budget balancing.

Ever wonder exactly where your package goes once your supplier delivers it to our Central Receiving location? We’ve made it easier than ever to find out! We have updated our Knowledge Base Articles (KBAs) to help you navigate the Logistics portal with confidence.

Whether you have a tracking number in hand or are starting your search from scratch, these step-by-step guides are here to help:

Integrated Procure-to-Pay Solutions (IPPS) would like to clarify that level 3 data e-receipts are sufficient documentation for Procurement Card (P-Card) expenses. When a merchant provides level 3 data, it automatically includes the line-item details required for compliance, meaning a separate manual receipt is not required.

This addresses a frequently asked question and streamlines the reconciliation process for cardholders and departments.

Struggling to reconcile an expense or navigate Concur? Before you submit a ticket, try asking TritonGPT! As your first step for support, TritonGPT allows you to search across all IPPS Knowledge Base Articles (KBAs) and Blink pages simultaneously.

Whether you are determining if a purchase is P-Card eligible or submitting your very first expense report, TritonGPT provides immediate answers powered by the official resources created by our Travel, Entertainment, and Card team. Simply ask your question and view the linked sources to learn where to find the info next time.

Ready to get started? Log in to TritonGPT and clear your reconciliation worries in a snap.

When traveling for UC San Diego Business, please note that travel to a foreign location or continental travel of 30 days or longer requires the use of Per Diem. Per Diem is a daily Travel Allowance amount to cover Meal and Lodging expenses for UC San Diego employees/non-employees traveling on official UC San Diego business.  
 
Per Diem (Travel Allowance) applies to the following travel situations:   

For more details regarding this process, please reference our KBA “How to Calculate Per Diem for Travel in Concur”.

As fiscal year-end approaches, this is a reminder to run the Outstanding Card Charges report and remind cardholders to reconcile their card transactions in Concur. This report is available in the Business Analytics Hub (BAH) (https://bah.ucsd.edu/financial/index.html) Search “Concur” to see all related reports.

KEY RESOURCES

Departments should also run the Uncleared Concur AP Credit Memos query, available via the Department Exceptions Panorama in the Business Analytics Hub (BAH) 

NOTE: These reports are part of the Internal Controls Checklist for departments to run and take action on a regular basis. 
 
For more information about the BAH reports: Concur & Credit Card Reports and Uncleared Concur AP Credit Memos.

On March 23rd, 2026, Integrated Procure-to-Pay Solutions (IPPS) launched the Concur Credit Memo Repayment Portal. The repayment portal can be used to repay UC San Diego for any Personal/Non-reimbursable card transactions (Procurement Card, Travel & Entertainment Card, CTS – Air, Hotel Card) that were reconciled in a Concur Expense Report and when returning unused Travel and T&E Card Cash Advances. 

Previously, repayments required submitting a check through the TritonPay (Cashier’s) Office. The portal offers an additional option to repay electronically via a personal checking or savings account, helping streamline and expedite the process. 

For step-by-step instructions, please refer to the How to Process Personal/Non-reimbursable Card Charges in Concur KBA and navigate “Repayment Methods” section. For questions, submit a Services & Support case, skip to the More Specifically field and select either General Travel/Policy Info or Procurement Card. 

Four new expense types are now available in Concur specifically for Move/Relocation expense reports: 

Move/Relocation Approval Document (required)
Moving Supplies
Sale of Residence Cost
Settlement of Unexpired Lease

These expense types must only be used within a Move/Relocation expense report to ensure accurate policy alignment.

The Move/Relocation Approval Document expense type is now required for all Move/Relocation expense reports. While this expense line has no dollar amount associated with it, it serves as a mandatory checkpoint to ensure the required Move/Relocation approval documentation is attached before the report is submitted. For step-by-step guidance on managing these expense reports, please review the How to Manage a Move Trip KBA.

Active UC San Diego Employees
All active employees (student employees, faculty, and staff) have automatic access to Concur. If an individual can log into UCPath, they can access Concur without additional requests.

Graduate Students

Undergraduate Students
Undergraduates who are not university employees are not automatically loaded into Concur. To receive payments, they must register as a payee via PaymentWorks.

Transaction Details report: Project Status has been added to the PPM Commitments tab
GL Balances report: Fund VSE Subcategory L2 has been added as an optional column for the summary tab