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Procurement Card

PCard open house materials can be found at the bottom of this page!

General:

•   The Lifecycle of a PCard Transaction
•   Concur Expansion: PCard Information Session
•   PCard Reconciliation Calendar
•   Expense Type Matrix
•   Object Code to Account Code Mapping​​​​​​
•   How to Update Concur Email Settings
•   Activate e-Receipts
•   Concur Glossary
•   Outstanding Concur Statement Reports for Transferred or Separated Cardholders​​​

Concur Training Guides:

•   How to Add/Remove a Delegate (Preparer)
•   How to Access a Statement Report
•   How to Assign an Expense Type 
•   How to Add Expense Types with Tax Fields
•   How to Assign a Personal Expense
•   How to Itemize Transactions with Multiple Expense Types
•   How to Add Recipients to an Expense
•   How to Attach Receipts to an Expense
•   Working with Missing Receipt Declarations
•   How to Allocate Expenses
•   How to Add a Favorite Allocation
•   How to Submit a Report
•   How to View an Account Code in Concur
•   How to View the Approval Workflow
•   How to Request an Exception​​​

Monthly PCard statement reconciliation transitioned to the Concur system beginning with the July statement cycle (June 16 – July 17). Transactions that posted prior to June 16 must follow the legacy reconciliation process.

NOTE: The UCLA PCard Receipts System (PCRS) was decommissioned on August 1. Legacy reconciliation materials will be archived in the near future.

Want to learn more?

Check out some of our resource highlights!

PCard Open House: October 2023

Gain a better understanding of the PCard program, its benefits, and its controls. 

Watch

Takeaway Materials

UCLA Finance Support Portal

Access dozens of knowledge articles and submit PCard inquiries.
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