Since its implementation in 2021, UCLA's Concur system (formerly Express) has undergone several updates to expand its functionality and improve the overall user experience.
The latest Concur expansion pack is now live and adds additional PCard and direct-billed airfare transaction data to the general ledger (GL).
NOTE: Please share this communication with your fund manager(s) and any other individuals who may be impacted.
What's Changed?
We heard you when you said limited GL data is a Concur pain point! Based on campus feedback, the following GL Description and Reference field updates went into effect Monday, April 28. Historical data is not impacted.
PCard
Previous Description (20 characters) | New Description (40 characters) |
|---|---|
Report Number + PCardholder Name EXAMPLE: S3LE59_JOSIEBRUIN | Report Number + PCardholder Name + Vendor Name EXAMPLE: S3LE59_JOSIEBRUIN_ |
Direct-Billed Airfare (including associated agent fees)
Previous Description (20 characters) | New Description (40 characters) |
|---|---|
Report Number + Request ID + Expense Type EXAMPLE: NE29Q5-99R6-AIRFARE | Report Number + Request ID + Expense Type + Traveler Name EXAMPLE: NE29Q5-99R6-AIRFARE-BRUIN-JOSIE |
Previous Reference (10 characters) | New Reference (10 characters) |
|---|---|
Traveler Name EXAMPLE: JOSIE-B-U | Traveler Employee UID or Guest ID EXAMPLE: 123456789E or 947654321T |
REMINDER: As of April 8, Report Number replaced Report Key in the GL Description field. Learn more in the official announcement.
Resources & Support
New GL knowledge articles will be added to the PCard and Travel Accounting knowledge bases early next week. If your team has any questions, please create a case through the UCLA Finance Support Portal.
Other Concur GL enhancements are actively being discussed – stay tuned for additional updates!
