[Concurdelegates] Manual Action Required for PCard Expense Assignment to Weekly Reports

[Asirra Suguitan]

Dear PCard Holder,

If you login to Concur and review the expense section, you will see that we
have transitioned to weekly expense reports!

For all users who had PCard transactions after 10/25, you will see that
many of the new transactions have been posted to “Available Expenses”
instead of being assigned to a PCard Expense Report automatically, like
usual.

For users who completed previous PCard Monthly statements before the
transition, these individual “available expenses” will need to be manually
added to the appropriate PCard expense report based on the posting date.
This is a one-time activity associated with the cutover to weekly, and
future PCard expenses should auto-post to new weekly statements, like they
did for monthly statements previously. In order to take this manual action
and submit these expenses, please follow the guide and walkthrough video
available here
<https://drive.google.com/file/d/1GW9akON6NBht7yDI9_Rcs4HaVMcGRhkK/view?usp=sharing>
.

If you were not able to complete all previous PCard Monthly statements before
the transition, please submit a ticket so that we can assist in helping to
correct your account.

Need Help?

   -

   More information: Visit the UCR webpage on the Transition to Weekly
   PCard Statements
   <https://bfs.ucr.edu/news/2024/10/28/transition-weekly-pcard-expense-reports>
   .
   -

   Submit a Ticket: Review the UCR webpage on Support
   <https://bfs.ucr.edu/support#request-help-submit-a-ticket> to submit a
   ticket <https://ucrsupport.service-now.com/finadmin_portal>.

Thank you,

Asirra Suguitan

Associate Vice Chancellor and Campus Controller

Business and Financial Services (BFS) | Accounting Office

[image: ucr-logo-email]
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/concurdelegates/attachments/20241203/92afec47/attachment.html>