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Financial Services

Concur

Travel

Entertainment

  • Entertainment Reimbursement Request 
  • Entertainment Missing Receipt Declaration Form

Purchasing

Concur Travel & Expense informational guides

Concur Travel and Expense Application (Concur) replaces existing forms and systems currently used to reimburse employee travel, entertainment, membership, and miscellaneous expenses. Concur enables travelers and entertainers to create their own expense reports and provides automated electronic approval workflow.

Login instructions for Desktop

  • Use the following link to access the site: www.concursolutions.com
  • Enter your full UCSB Net ID, including "@ucsb.edu" (ucsbnetid@ucsb.edu)
  • Use SSO as authentication method (choose "Sign in with UC Santa Barbara SSO")
  • Log in on the UC Santa Barbara SSO site

Login instructions for the SAP Concur mobile app

Support Resources

Tips on Travel & Reimbursement

  • If you are taking any personal time during your travel, please include a screenshot price comparison of your round-trip travel arrangements using the same airline/car rental company of your travel dates without personal time included.
  • Air & Ground Travel - keep the following in mind when purchasing your travel tickets
    • Per UC Policy we will only reimburse Coach class or Economy tickets 
    • Receipts must include itinerary, total cost, and proof of purchase (e.g. VISA -1234)
    • You can purchase airfare through sites like Expedia and Kayak as long as it meets the above two requirements.
    • DO NOT purchase package deals (airfare & rental or airfare & hotel)
    • DO NOT purchase from Hotwire as they do not show a breakdown of expenses. 
    • Fly America Act
    • Fly America Act and Open Skies Agreements (Note: applies to international trips only)
  • Rental Cars - if you are not booking through Connexxus, please be aware of the following:
    • The University will not reimburse travelers for the purchase of Collision Damage Waiver (CDW), Loss Damage Waiver (LDW), SLI or Personal Accident Insurance (PAI) 
    • The following car classes are acceptable for reimbursement: Intermediate, Economy, Compact 
    • Receipts and a copy of the rental agreement are required 
  • Policy states "Lodging expense reimbursements are actual up to $275 per night before taxes and mandatory hotel fees and must be supported by original itemized receipt." (G-28, V.E.2.a.i, pg 24). Per UCSB Business and Financial Services, "Early check in is optional, so not reimbursable." For hotel arrangements over the maximum lodging limit of $275/night, a Lodging Justification Form with a price comparison must be included in your packet.
  • Please paste your receipts to the Missing Itemized Receipt Form
  • If receipts are in foreign language, please provide translation of each line item.
  • When submitting for a Travel Advance, please provide proof of activity & any helpful supplemental documentation. 
  • If you have received a Travel Advance, a Travel Reimbursement Form (at the completion of the trip) must be turned into Financial Services as well.