MyExpense is prompting an alert that my expense report is over the $79 meal allowance, but my expense report is within the allowable amount. Why is this happening?
MyExpense looks across all of an individual's expense reports to check for policy compliance. In this situation, the alert is likely displaying because the expense report owner has another expense report with meal expenses on that same day that is causing a daily meal allowance overage. You can search through your expense reports to find other meals on the same day that are causing the alert to display.
How do I assign a substitute approver while I am out of the office?
Requesters:
- On the left navigation bar, go to Shop > My Carts and Orders > View Carts. Then, click the Assigned Carts tab. Click the Assign Substitute link, and select the appropriate Requester name.
Requisition Approver:
- On the left navigation bar, go to Orders > Approvals > Assign Substitute Approvers-Requisitions. Then, click the button at the top to Assign Substitute to All Requisition Folders. In the Assign Substitute pop-up, search for the substitute's name. Then the check the Include Date Range for Substitution box and specify the date range. Click Assign.
Voucher Approver & Match Exception Handler:
- On the left navigation bar, go to Accounts Payable > Approvals > Assign Substitute Approvers-Invoices. Then, click the button at the top to Assign Substitute to All Voucher Folders. In the Assign Substitute pop-up, search for the substitute's name. Then the check the Include Date Range for Substitution box and specify the date range. Click Assign.
For more detailed instructions, review the BearBuy Training Guide for your BearBuy role.
I am receiving an error message when trying to book travel accommodations through either BCD or UC Travel Center in Connexxus. How do I fix this?
To book travel accommodations, you must first update your Connexxus portal profile by completing all required fields marked by red asterisk. If your profile is not complete, you will encounter error messages which will impact your ability to book travel.
I opened a ticket with the SCM Response Team, but I haven't received a resolution. Should I open another ticket?
Help us help you… When you open a ticket, you'll receive an automated message with your ticket number. You can reply to that message if you'd like to check the status of your ticket. The staff member assigned to your ticket will receive your message. Please don't open additional tickets to check on the status of an existing ticket as this may cause confusion and delay processing times further.
How do I make a payment for my facility rental purchase order?
Read and follow the Facility Rental Payment Processing Instructions (instructions appear on the left side of the Facility Rental Form, step 4). Invoices attached to the Facility Rental Form will not be reviewed – you must follow the payment processing instructions to initiate the payment process. Do not submit facility rental invoices through Transcepta.
Can I be reimbursed for an airline ticket purchased with frequent flyer miles?
No, the University of California cannot reimburse an individual for an airline ticket purchased with non-cash certificates, such as frequent flyer miles or a gift certificate. Only out-of-pocket expenses paid with the individual's personal funds (ex: such as cash, credit card) can be reimbursed.
I opened a ticket with SCM Response Team, but I forgot to add something. Who should I contact?
Help us help you…When you open a ticket, you’ll receive an auto-response with your ticket number. If you would like to provide additional details or documentation, simply reply to that email. This will ensure all details are maintained on the ticket, even if the ticket is re-assigned or escalated to a different technician. (Please do not email the technician directly – the information be will left off the ticket and delay our response.)
How do I verify my email address in MyExpense?
To verify your email address:
- From your MyExpense profile (Profile Settings > Personal Information), navigate to the Email Addresses section.
- You will see the email address already listed in your profile.
- Click the Verify link. This will trigger the system to send a verification email to the inbox of the address you are verifying.
- Check your email inbox for an email from concursolutions.com with the Subject Line: Email Verification from Concur Solutions.
- Open the email.
- The email will contain a verification code specific to this email address. Copy the verification code.
- Navigate back to Email Addresses section of your MyExpense profile.
- You will now see a field labeled Enter Code. (Note: If the "Enter Code" box is not available, log-out then log-in again to SA
- Under Verify click OK.
- Once you click OK, the status of the email should show as Verified and you can start sending receipts to MyExpense from this account.
Note: You can verify two additional email addresses for sending receipts to [email protected].
How do I add another email address to use for sending receipts to MyExpense?
To use an additional email address:
- From your MyExpense profile (Profile Settings > Personal Information), navigate to the Email Addresses section.
- You will see your default email address already listed in your profile.
- Click Add an email address, add the additional email address. Click OK
- After adding the new email address, follow the Email Verification process to start sending receipts to MyExpense from this account.
Note: You can edit or remove additional email address by clicking the action buttons.
Additional Tip
With a verified email address or addresses in your MyExpense profile, you can send receipt images to [email protected] or you can send receipts to [email protected]. Receipt images sent to [email protected] will go into the Available Receipts section of MyExpense to be attached to an expense entry at a later time. Receipt images sent to [email protected] will be analyzed and used to create a draft expense line entry that will be found in your Available Expenses section to be added to an expense report.
How do I email receipts to show up in MyExpense?
To email receipts to SAP Concur and have them show up in the Available Receipts section of MyExpense, you must have a verified email address in your MyExpense profile.
To email your receipts to SAP Concur/MyExpense:
- Using your verified email address, draft an email to [email protected]
- Attach the receipt images.
- Send the email.
- Your receipts will show up in the Available Receipts section under the Expense tab in MyExpense.
Acceptable file types:
- The available file formats are: PNG, JPG, JPEG, PDF, TIF, OR TIFF.
- For best results, scan or take a photo as a black and white picture with no more than 1024 x 768 image resolution.
To be able to email receipts for use in MyExpense, you will first need to have your email address verified in your MyExpense profile.