Concur
- Adding Approvers and Delegates
- Procurement Card
- Travel & Entertainment Card
Cardholders will automatically receive a Procurement Card (P-Card) when their Express Card expires or when a new card is requested. The name change will not impact how the program works or require any action on the part of the cardholder.
Charges will no longer automatically hit the ledger after 10 days as there will not be a default COA associated to each card nor use of a Procurement Card default account code.
Cardholders will create and submit an expense report via Concur with the appropriate COA/POET allocation, business justification, and receipts on a monthly basis.
Two documents are required to be uploaded to the P-Card request. Staff may also request a P-Card on behalf of an employee as long as they are a delegate for that employee. View the instructions below.
To learn how to assign users to act on your behalf, please see the KBA on How to add a Request Delegate and an Expense Delegate in Concur.
Detailed instructions for Student Life Staff on how to request a new P-Card, including how to navigate Concur, attach required documents, submit the P-Card request, and the steps after receiving the P-Card.
The P-Card can be used for food (delivery/pickup) for student programmatic events up to the limit ($4,999). The catering policy can be found here.
The cardholder may need to request to add the food exception to their P-Card if they have not already done so. Beginning April 1, 2022, this is a Concur Request.
If an order exceeds the $4,999 limit, you’d need to submit an increase request in Concur to have the limits raised.
See answers to frequently asked questions about Procurement-Cards on Blink.
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