Training • University of San Diego Travel Portal

Live Training
Register for a live training session on my.sandiego.edu > Employee > Training & Workshops
Verify your name on your Profile Settings
Your name must match your government issued photo ID which you present to airport security.
VERIFY YOUR USD-ISSUED EMAIL ON YOUR PROFILE SETTINGS
Verifying your email address allows you to forward emailed receipts or attachments to receipts@concur.com.
OPT-IN TO E-RECEIPTS
A growing number of travel suppliers are partnering to send e-receipts.
ADD YOUR FREQUENT TRAVELER PROGRAMS
Add your loyalty numbers for airlines, hotels, and rental car companies to your profile settings and they will remain saved.

TAKE ADVANTAGE OF CONCUR MOBILE APP!
Create, submit, and approve reports through the Mobile App. Use the ExpenseIT camera feature to upload receipts to your Available Receipts (Receipt Store).
#ROADWARRIORS LOVE THE TRIPIT PRO APP
Complimentary TripIt Pro subscription has features that travelers enjoy such as real-time travel alerts, neighborhood safety features, find places near your hotel to enjoy, etc. This service can be used for personal use – label the itinerary as private/personal to prevent the itinerary from populating in Concur.
TRIPLINK FEATURE HELPS TRAVEL SPEND VISIBILITY
Forward hotel/lodging and car rental itineraries that are booked outside of Concur Travel to plans@concur.com to be within our travel program network. This provides spend visibility when negotiating discounts and perks with travel suppliers for the USD community.
ENABLE EXPENSE ASSISTANT!
Expense Assistant helps save on time by automatically creating reports by calendar month, adding expenses into reports, helping match smart receipts to credit card transactions, etc.
JOIN #FINANCIALFRIDAYS!
The Finance Office hosts these workshop sessions to help answer Finance Office related questions. Registrations are available on my.sandiego.edu > Employee > Training & Workshops. Questions can also be sent to financialfridays@sandiego.edu.

ICON	TITLE	DESCRIPTION
	Trip Data	Indicates trip information from an itinerary
	Ground	Indicates a Limo, Taxi, or Car ground transportation expense
	Credit Card Transaction	Indicates that an expense entry was a credit card transaction
	Electronic Receipt	Indicates Electronic receipt has been sent by the vendor to the user’s account
	Exception	Indicates that an expense entry exception must be resolved before submission
	Full Allocation	Indicates that the expense entry has been fully allocated
	Partial Allocation	Indicates that the expense entry has only been partially allocated
	OCR Receipt	Indicates than an expense entry has an Optical Character Recognition (OCR) receipt
	Receipt Required	Indicates that an expense requires a receipt
	Receipt Attached	Indicates that the required receipts have been attached
	Receipt Affidavit	Indicates a missing receipt affidavit has been attached to the expense
	XML Receipt Attached	Indicates that an XML receipt is attached to the expense
	Round Trip	Also indicates that the submitted Expense Report is pending review in the invoice portal
	Personal Expense	Indicates that an expense entry was marked as personal
	Report Ready for Review	Indicates that the expense report has been reviewed by a delegate and is ready for delegator review and submission; also indicates an invoice match in the invoice portal