Research and Finance
Travelers & Delegates
Traveler
Current UCLA employees may book travel, lodging, and car rental via SAP Concur
SAP Concur requires the submission of an expense report once your travel expenses have occurred. You are required to designate a delegate, so your expenses are reviewed, approved, and submitted. For detailed instructions on how to assign a delegate reference the following link:
Delegate
As a delegate you will have the capability to add receipts, review expenses, create expenses, and submit finalized expense reports.
Creating a Guest Profile
Step by Step Guide: Creating a Guest by Travel Express
Creating an Expense Report
Step by Step Guide: Creating a Report by Travel Express
Other SAP Concur Resources
Reimbursements
- To be used across the entire department when travel or entertainment reimbursement is requested
- Submit within 21 days of the last day of travel or when the entertainment expense occurred.
- For entertainment expenses, attach an attendee list with full name, and affiliation
- Original itemized receipts are required for all reimbursements
Vendor
Consultant Policies and Guidelines
Electronic Funds Transfer (EFT) Authorization
Independent Contractor Pre-Hire Worksheet
Independent Contractor-Consultant Form
Guidelines for the Requester
1. Submit completed Guest Speaker form to processor
2. New Vendor set up required for any of the following cases:
– Paid by the University before
– Within 2 years from the date of separation as a university employee
– Honoraria amount exceeds $299
Vendor Onboarding
Guest speakers require new vendor onboarding, unless they are a returning guest speaker.
- IRLE will provide the speaker with a Payment Works invitation.
- Guest Speaker must register under Payment Works once invitation is received.
For more information please reference the following resources:
PI Exceptions
