How do I reconcile purchasing card charges in Concur for future travel dates to comply with University guidance?

A traveler should reconcile their purchasing card (PCard) charges related to travel in Concur, by following these steps: 

  1. Create two Travel Expense Reports:

    1. 'Pre-trip' Travel Expense Types are: Hotel; Airfare; Registration; Parking; Airline Fees; Membership Fees; 3rd Party Lodging; Taxi/Ground Transportation.

    2. ‘Post-Trip’ Travel Expense Reports would include expenses incurred during the trip such as: Travel Allowance; remaining Hotel balance; Administrative Meals; Taxi/Ground Transportation;  and Baggage Fees.

  2. The Trip Dates will populate from the Trip Request and will not need to be changed. 

Departmental p-cards:

  • Transactions on a Departmental PCard are included on the Departmental PCard holder’s PCard Expense Report using Payment Type *Charlotte-PCard

  • And on the individual traveler’s Travel Expense Report using Payment Type, Departmental PCard.


 Personal Credit Cards: Pre-trip expenses paid with a personal credit card will not be reimbursed until the trip is completed. These should be submitted on a ‘Post Trip’ Travel Expense
Report. 

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