Dear Department SAAs,
The Impact23 project team would like to make SAAs aware of a change requiring the immediate provisioning of Concur Phase II roles, specifically the PCard Holder and Financial Approver roles. Information was previously communicated that PCard transactions would only be loaded into Concur monthly; the team is pleased to report that PCard transactions will now be loaded into the Concur system daily, although there may be a 3-5 day lag from the transaction date. With this change, the urgency in assigning the PCard Holder role has increased in order to link the PCard number to the user's profile in Concur. Failure to assign this role may lead to incorrect downloading of charges from US Bank, potentially resulting in charges being mistakenly attached to a travel expense report. Therefore, it is crucial to assign the PCard Holder role alongside the Financial Approver role for the relevant accountability structure to ensure timely approval. While the Department Card Admin (DCA) role is recommended as a delegate for the PCard Holders, it is not mandatory for the overall process.
Attached is a list of active cardholders requiring immediate provisioning as well as the SAA Concur Role Provisioning document. The document provides a summary of Concur roles and functionality to assist in determining the appropriate individuals to provision in the various Concur roles.
Additionally, the PCard Distribution Expense Report process guide is attached. This guide provides detailed instructions on the PCard redistribution process in Concur. Please share this document with the assigned PCard Holders, Department Card Admins, and Financial Approvers to assist them with better understanding the system functionality and features. Please communicate with your department users how these processes will be implemented in your unit. This action will ensure everyone is aligned on their responsibilities, so charges can be promptly allocated by deadlines and reported against the correct Chart of Accounts (COA) strings.
Email Attachments:
Please contact SAAupdate@ucr.edu with questions.
Thank you for your prompt attention to this matter and your partnership throughout the system transitions.
Sincerely,
Bobbi McCracken
Associate Vice Chancellor and Controller
Business & Financial Services
http://bfs.ucr.edu/
