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 (p-card) charges related to travel in Concur, by following these steps: 

1. Create two travel Expense Reports:

   1. Pre-trip expenses: For expenses like airfare, registration fees and lodging deposits

   2. Post-trip expense: For expenses like per diems, hotel balance and baggage fees

2. Enter dates for pre-trip report: Use the purchase date or card transaction posting date in the Trip Start and End Date fields. This will allow the report to be submitted prior to the travel dates and meet p-card due dates.

Departmental p-cards:

• Charges booked with a departmental p-card are reconciled on the departmental p-card holder’s p-card Expense Report. 

• Reference these charges on the individual traveler’s Travel Expense Report. 

• Only one Travel Expense Report should be submitted for trips using a departmental p-card and this should be done after the trip is completed.

 Personal Credit Cards: Pre-trip expenses paid with a personal credit card will not be reimbursed until the trip is completed.