P-Card & Concur

P-Card

For more information, contact Janice Tinkham.

 

Concur Instructions:

Concur is OHIO’s online system for submitting expense reports. The link to the Procurement Concur site is: https://www.ohio.edu/finance/procuretopay/procurement/concur.cfm.

How to add a delegate in Concur:

  1. Log into the system.
  2. Click “Profile” in the upper right-hand corner.
  3. Click “Expense Delegates”.
  4. Click “Add”.
  5. Type the employee name (Kimberly Foreman).
  6. Check the following boxes:
    1. Can prepare
    2. Can view
    3. Receives email
    4. Do not authorize delegates permission to submit.
  7. Click “Save”.

Your delegate will:

  1. Generate a report.
  2. Attach receipts.
  3. Allocate expenses to the appropriate cost center(s).
  4. Verify all documents for accuracy.
  5. Notify you when your report is ready to be submitted.

Once notified

  1. Sign into Concur and click “Submit”. (An approval window will appear).
  2. Click the appropriate approver for your department.

Please let us know if you have any questions. We’re here to help!