General P-Card
How to submit a p-card reconciliation report
See guide: https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#submit-reconciliation
How to fix errors and alerts in a p card reconciliation report
Alerts and errors appear at the top of your p-card reconciliation. See guide: https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#alerts-and-errors
How to allocate an expense in a p card reconciliation report
Allocation is the process of dividing or sharing an expenses' cost between different budgets by assigning multiple accounting templates to the transaction. This ensures the expense is correctly recorded across all responsible state divisions in the ...
How to itemize an expense on a p card reconciliation report
Expense Type = Object Code If items on a receipt have different expense types, (more than one object code) you need to itemize the expense. For example, if you bought office supplies and personal protective equipment at the same time, you need to ...
How to use the missing receipt affidavit in a pcard reconciliation report
If you do not have an itemized receipt you must use the missing receipt affidavit. See guide. https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#missing-receipt NOTE: Cardholders must NOT use the missing receipt affidavit for lodging, ...
How to attach a receipt to a p-card reconciliation report
You need to attach an itemized receipt or other sufficient documentation to each expense in your p-card reconciliation. See guide. https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#attach-receipt If you don’t have sufficient documentation, ...
How to add your p-card expenses
Expense Type = Object Code See guide. https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#add-expenses
How to fill in the report header for a p-card
The report header is the first step to reconcile your p-card this will capture basic report information such as the report name and the baseline accounting template. See guide. https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#report-header ...
How to start a p-card reconciliation
There are 2 ways to create a p-card reconciliation: from the Concur home page or the manage expenses screen. See guide: https://finance.utah.gov/travel-and-p-card/reconcile-pcard/#create-reconciliation
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 ...