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NOW LIVE: UCLA Finance Support Portal

Looking up at Powell Library.

The UCLA Finance Support Portal is now live! Here’s everything you need to know about this exciting change.

Overview 

As previously communicated, this case management system offers an enhanced support experience for the following areas: 

  • Travel Accounting 
  • Travel & Entertainment (T&E) Card
  • Procurement Card (PCard)
  • Non-Travel & Non-Entertainment (Non-T&E) Reimbursements

With over 60 self-service articles, comprehensive case views, and increased inquiry transparency, our latest expansion pack is dedicated to helping us help you. 

NOTE: At this time, the portal’s case functionality is only available to active UCLA employees. Knowledge articles are publicly accessible.    

 

Access Portal

Cutover Details

Effective today, September 1, all new inquiries will be routed through the UCLA Finance Support Portal. 


Can I still email the support inboxes?

Emails sent to the current support inboxes will automatically generate cases. For the best user experience, we recommend opening cases directly through the portal. 

NOTE: This email-to-case functionality will eventually be discontinued.

I'm waiting to hear back on an outstanding email/request—what should I do?

  • Travel Accounting: Outstanding travelacct@finance.ucla.edu emails are being reviewed. If you have not received a reply by Monday, September 11, create a case.
  • T&E Card: Concur T&E card requests and outstanding travelcard@finance.ucla.edu emails are being reviewed and resolved. There is no need to create a case. Concur’s T&E card request functionality has been disabled. All new requests must be submitted through the portal. 
  • PCard: Outstanding pcard@finance.ucla.edu emails are being reviewed and resolved. There is no need to create a case. 
  • Non-T&E Reimbursements: Outstanding non-te-reimbursements@finance.ucla.edu emails are being reviewed and resolved. There is no need to create a case.

Feedback

This is the first step to streamlining UCLA Finance support. Submit your feedback to help design the next iteration of the platform!

Questions or Issues?

Contact us if you have questions or experience any issues with the portal.