Skip to Main Content

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.
 Declining Balance Cards are sunsetting in fall/winter 2023. Effective Monday, October 30, new card applications are no longer accepted.

•   Declining Balance (DB) Card Overview

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

Q&A Coming Soon!

UCLA Finance Support Portal

Access dozens of knowledge articles and submit PCard inquiries.
​​​​​​
​​​Access