Beginning on January 8, 2024, the application and update form for the Managed Spend Card (also known as the Declining Balance Card) will be available in Concur Request! The paper forms will continue to be accessible from the PSC Forms page until February 12, 2024 at which time all cardholder applications and updates will only be accepted through Concur Request.
The Non-Employee Expenses report in Concur was designed for submitting and reconciling non-employee travel expenses. The form can be used for submitting group travel expenses, submitting visiting guest travel reimbursements, and more. Non-employee out-of-pocket transactions as well as Travel Card and Airfare Card transactions for appropriate non-employee expenses can be submitted on the Non-Employee report.
The new Concur card application Request process, as well as the new visual theme, are now live! Procurement and travel card applications, current cardholder updates, and the approving official form can now be submitted through the Concur Travel and Expense System.
Beginning 9/11/2023, you can electronically submit a procurement card application, travel card application, approving official form, and cardholder update (for procurement and travel cards) in the Concur Travel and Expense System. The approvals will route through Concur, so no more Microsoft Excel paper copies, obtaining ink signatures, and emailing applications to the PSC.
Around the 15th of every month, Concur sends automated reminders to employees with aging commercial card transactions in their Concur profile. These reminders are a courtesy intended to help employees manage the timing of expense submissions relative to the University’s accountable plan for reimbursement.
Departments and employees are encouraged to resolve and submit all outstanding card transactions in Concur before their last day of employment. Discovering unreconciled expenses in Concur following an employee’s last day of work should be infrequent, however we understand that it does happen. Historically, departments with an employee who terminated before reconciling all Commercial Card transactions would work with the PSC to have those charges reassigned to a remaining active employee who is also a cardholder. That active cardholder employee would then prepare and submit those expenses left by the separated employee from their own Concur profile.
The PSC will host a Concur 101 webinar on 2/23/23 from 2 – 3 pm MST. The course will cover information you need to know before you travel, how to create a report, travel reconciliation, expense entries, and report review/report submission.
