How to reconcile a p-card
Purchasing card (p-card) holders need to make sure their p-card transactions are accounted for correctly. They do this by submitting a p-card reconciliation in Concur each month. Cardholders create a report and add their p-card expenses and receipts to it.
Agencies may choose the monthly period for their p-card reconciliation. For example, an agency could choose the first to last day of each month as their monthly period for reconciliation. And another agency could choose the statement dates as their monthly period. P-card reconciliations should be submitted and approved within 30 days of the last day of the chosen monthly period.
To reconcile your p-card follow the steps below.
- Read p-card policy BEFORE using your card. 21-1: P-card general policies and procedures and 21-2: P-card reconciliation
- Watch this video to get an overview of the p-card reconciliation process. The Concur P-Card Life Cycle
- Create and submit your p-card reconciliation report. See guide: https://finance.utah.gov/travel-and-p-card/reconcile-pcard/