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.
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 firstname.lastname@example.org 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 email@example.com to sign-up.
Access Form Training Resources