Training Requirements
Concur Travel and Expense Training is required for all P-Card Holders, for any faculty and staff requesting reimbursements from UA, and for any faculty and staff submitting payments to vendors or non-UA individuals. This course fulfills the Concur training requirement for new P-Card Holders and/or Concur users to gain system access. Concur is currently offered through instructor-led training sessions or through an eLearning course in the UA LMS. The instructor-led sessions are currently being offered twice a month through Microsoft Teams. The eLearning course link and the upcoming sessions are listed below in the Concur Travel and Expense Training section. Please contact procuretrain@ua.edu to sign up for the instructor-led session.
The P-Card Policies & Procedures class is required for all new Cardholders and Reconcilers. This instructor-led P-Card Policies and Procedures course fulfills the training requirement for new P-Card Holders. Instructor-led training sessions are currently being offered twice a month through Microsoft Teams. The upcoming sessions are listed below in the P-Card Policy and Procedures Training section. Please contact procuretrain@ua.edu to sign up or for special requests.
P-Card Policies & Procedures
In the P-Card Policies & Procedures training, learners receive an overview of the Purchasing and P-Card policies and procedures that pertain to the use of The University of Alabama’s Purchasing Card. Cardholders and Reconcilers are required to complete P-Card Policy and Procedures and Concur Travel and Expense training. The instructor-led class fulfills the training requirement for new P-Card Holders. The instructor-led eLearning class can be taken as a refresher course for someone who has been a Cardholder/Delegate or someone in the department who might need knowledge of how to make a P-Card purchase.
Upcoming Microsoft Teams Instructor-led P-Card Sessions
- Wednesday, December 18, from 9:00 a.m. – 10:00 a.m.
- Thursday, January 9, from 3:00 p.m. – 4:00 p.m.
- Wednesday, January 22, from 10:00 a.m. – 11:00 a.m.
- Friday, February 7, from 10:00 a.m. – 11:00 a.m.
- Thursday, February 20, from 3:00 p.m. – 4:00 p.m.
- Wednesday, March 5, from 11:00 a.m. – 12:00 p.m.
- Friday, March 21, from 1:30 p.m. – 2:30 p.m.
Please contact procuretrain@ua.edu to sign up or for special requests.
Group Sessions
Did you know that we can bring the training to you for a group? Please contact procuretrain@ua.edu if you would like to set up special on-campus P-Card Policies and Procedures instructor-led training for your department.
Retraining Requirement
Note: Instructor-led training must be completed to fulfill the P-Card Training requirement to obtain your P-Card and to have your card reactivated due to more than three card suspensions in a rolling 12-month period.
Concur Travel and Expense Training
Concur Travel and Expense training provides an introduction to the Concur Travel and Expense system, including the four modules – Request, Travel, Expense, and Invoice – as well as setting up profiles, delegates, and default FOAPAL information and booking travel. This class is required for all P-Card cardholders and UA employees seeking reimbursement (and their delegates), as well as any UA employees submitting requests to pay non-UA individuals and/or entities. Concur Travel and Expense Training is available through an instructor-led session and through an online eLearning course. Both the instructor-led training and the eLearning course fulfill the Concur training requirement for new Concur users to gain system access.
Upcoming Microsoft Teams Instructor-led Concur Sessions
- Wednesday, January 22, from 2:30 p.m. – 4:00 p.m.
- Thursday, February 20, from 10:30 a.m. – 12:00 p.m.
- Friday, March 21, from 9:00 a.m. – 10:30 a.m.
Please contact procuretrain@ua.edu to sign up or for special requests.
Group Sessions
Did you know that we can bring the training to you for a group? Please contact procuretrain@ua.edu if you would like to set up special on-campus Concur instructor-led training for your department.
Concur eLearning Course
The Concur eLearning course is available via the UA LMS. This is an interactive online course and should take approximately 40-60 minutes to complete.
Access the Concur eLearning CourseConcur Help Sessions
Did you know that we offer individual Help Sessions via Bomgar screensharing or in person? Concur Help Sessions offer a come-and-go lab format where you can work with your own real-world expenses. Instead of structured training, this is a one-on-one training option where a UA Concur Team is available to help with questions and concerns. Email Concur@ua.edu to schedule a screen-sharing session or in-person session. Please be sure to include a brief description of what you need help with.
Concur Training Videos and Guides
We encourage you to make use of our library of training videos and guides available on the Concur.ua.edu website at any time.