The following information may be helpful as you reconcile Procurement Card expenses within the Concur Travel & Expense System:
The PSC website contains information on procurement policies, procedures, and instructions, including:
- Procurement Card Handbook
The Procurement Card
The Procurement Card is a method of procurement than can be used for small-dollar purchases. The single purchase limit is $5,000 for general cardholder use. Exceptions up to $10,000 single purchase limit may be granted on a limited basis with approval from the campus controller. However, the Procurement Card cannot be used for everything - there are restrictions. Online training is required before the Procurement Card can be issued. The Procurement Card application is available on the PSC Forms page.
Travel Arrangers and Expense Delegates
Travel arrangers can book travel through Concur - and expense delegates can help process travel and Procurement Card expenses - on behalf of others. One person can have both roles. There are step-by-step instructions for identifying travel arrangers and expense delegates.
And remember: You can tell whether you are an expense delegate, travel arranger, or both by how your home page appears once you select a name from your Delegate dropdown.
Your Procurement Card limits, billing address, Approving Official, and default SpeedType are listed under the Expense Information section of your profile. Refer to the Step-by-Step Guide Working in the Concur Travel & Expense System for further information.
Refer to the Learning Resources
Detailed Step-by-Step Guides are available on the Concur Learning Resources page, specifically:
- Step 1 - Creating the Expense Report
- Step 2 - Adding Expenses
- Step 3 - Allocating Expenses
- Step 4 - Attaching Documents by scan, by fax, or by receipt store
- Step 5 - Setting the Approval Flow
- Step 6 - Submitting Expense Reports
The Procurement Service Center (PSC) newsletter frequently provides information, tips, and tricks for Concur and CU Marketplace...and other procurement-related topics. Email firstname.lastname@example.org to join the User Alert list and begin receiving email notifications when a new edition is available. (Note: This will also sign you up for email notifications of Office of University Controller news on a regular basis.)