Allocate a Transaction to Multiple Chartfields by Amount Video
This video covers how to allocate a PCard transaction to multiple chartfields by amount in Concur.
Read MoreCourse Category: Purchasing
Access Reports and Add a Report Header Video
This video covers how to access reports and how to add a report header in Concur.
Read MoreNew PCard Cardholder (All Courses)
This series of online courses are required for all new PCard Cardholders before a card will be issued. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. DUO Two-Factor […]
Read MoreAdd Attendees to a PCard Transaction Video
This video demonstrates how to add attendees to a PCard transaction on an expense report.
Read MoreCourse #1: PCard Policies and Procedures
This course provides an overview of Purchasing Card (PCard)Â policy and procedures. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to register for this course. DUO Two-Factor Authentication is required for this login. If […]
Read MoreCourse #2: Introduction to Concur for PCard
This course provides an overview of Purchasing Card (PCard) including cycle dates, terminology, and steps in the transaction review and reconciliation process in Concur. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must be logged into Cornerstone LMS here to […]
Read MoreCourse #3: Review and Manage PCard Transactions
This course provides instructions for how to access a PCard expense report and complete the steps to submit the report for approval, including editing transaction details, uploading receipts, and itemizing and allocating transactions. For assistance with course registration, access, or general questions, please send the training team a message in our Teams Channel. UHealth Employees: You must […]
Read MoreReport Sales Tax for a Transaction Video
This video covers the steps to update the Expense Type and Reason for Purchase fields for a PCard transaction in Concur.
Read MoreItemize Transactions Guide
This written guide will explain how to itemize transactions in PCard expense reports.
Read MorePCard Cycle Dates Guide
This written guide outlines new cycle dates used for submitting expense reports in Concur.
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