• Making a Purchase with a PCard
• Common PCard Purchases
• Common PCard Restrictions
• How to Request an Exception
• Amazon Business
• How to Exchange or Return PCard Purchases
• How to File a PCard Dispute
• How to Report a Lost or Stolen PCard
• PCard Transaction Sales & Use Tax
• Software Review for PCard Transactions
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
Want to learn more?
Check out some of our resource highlights!
PCard Open House: October 2023
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UCLA Finance Support Portal
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