Access Form Overview
The purpose of the Concur-P-Card User Access Request Form is to request (1) access to Concur, (2) a UA P-Card, and/or (3) a Concur Supervisor update. The form can be completed by a UA employee or by an employee’s delegate. However, a delegate will need the employee’s CWID to complete the form.
Once completed and submitted, the form will be routed to the org approver associated with the UA employee’s home org in Banner. The org approver will review and approve all requests for access, P-Cards, and supervisor updates submitted through the form.
Concur-P-Card User Access Form
Access 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 provides an introduction to the Concur System including the Request, Travel, Expense, and Invoice modules of Concur as well as the user profile, setting up delegates, and booking travel. This course fulfills the Concur training requirement for new P-Card Holders and/or Concur users to gain system access. Instructor-led training sessions are currently being offered twice a month through Microsoft Teams. The upcoming sessions are listed on the Procurement Training Page. Please contact procuretrain@ua.edu to sign-up.
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 on the Procurement Training Page. Please contact procuretrain@ua.edu to sign-up.
Access Form Training Resources
| Title | Description | Guides |
| Concur-P-Card User Access: OnBase Approver Access Instructions | Steps necessary to request OnBase access for the Concur-P-Card User Access Request Form. |  |
| Concur-P-Card User Access Approver: Desktop Version OnBase Instructions | Steps necessary to review and approve a Concur-P-Card User Access Request via OnBase (Desktop Version). | |
| Concur-P-Card User Access Approver: Web Version OnBase Instructions | Steps necessary to review and approve a Concur-P-Card User Access Request via OnBase (Web Version). | |
| Concur User Access Guide | This guide outlines the steps necessary to submit a Concur-P-Card User Access form. The Concur-P-Card User Access form is used to request user access to Concur, to add or update a Concur Supervisor, and to apply for a P-Card. | |