Apply for a PCard Guide
This written guide will walk through the steps to apply for a new purchasing card.
Read MoreCourse Category: Purchasing
Allocate Transactions Guide
This written guide will explain how to allocate transactions in PCard expense reports.
Read MorePCard Cardholder Course (Migration to Concur)
This course provides existing Purchasing Card (PCard) cardholders with a list of key changes to the PCard program as part of the migration to Concur, and steps for reviewing and reconciling PCard transactions in Concur. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. […]
Read MoreGet Started in Concur Guide
This written guide walks through the process of logging into Concur and navigating the webpage.
Read MoreAct as a Delegate Guide
This written guide will define the role of a Delegate and walk through the process of acting as another Concur user (cardholder).
Read MoreMigrate to PCard Concur
This written guide explains the process existing PCard cardholders should follow to migrate to Concur.
Read MoreComplete Attestation Guide (PCard) – Financial Services
This written guide outlines the process current PCard holders will follow to complete a new cardholder agreement (attestation) in Concur.
Read MoreSelf-Guided Practice – PCard Expense Report
A self-guided practice for PCard Expense Reports. Follow along to learn how to submit a PCard expense report from start to finish. For assistance with course registration, access, or general questions, please send the training team a message in our Team Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for […]
Read MoreNavigating Concur Video
This video covers basic navigation of Concur, including logging in and navigating the various sections of the landing page.
Read MoreLimited Purchase Check Webpage
This webpage covers Limited Purchase Check (LPC) preparation and distribution, positive pay procedures, and other relevant university policy.
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