Please note that p-card reporting will be transitioning to Concur beginning in the month of March 2022. Purchasing card and travel card spend will stay the same; only the p-card reporting processes will be changing. Please feel free to contact us by emailing pcard@acu.edu if you have any questions regarding this upcoming change. The upcoming transition of p-card reporting from JP Morgan Smartdata to Concur Company Billed Statements (CBS) is currently scheduled for March 2022. It is important to note that monthly p-card transactions through February 2022 will be allocated in Smartdata and CBS Reporting for p-card transactions will begin for the month of March 2022. Training sessions will be offered before and after the launch date on the following dates:
Lynay Classroom | Hunter Welcome Center | Tuesday, Feb 22, 2022 10:00 AM (Virtual Zoom Option Available) Meeting ID: 941 3167 3489 Zoom Passcode: 051617
Lynay Classroom | Hunter Welcome Center | Tuesday, Mar 22, 2022 10:00 AM (Virtual Zoom Option Available) Meeting ID: 961 2117 0252 Zoom Passcode: 289369
Lynay Classroom | Hunter Welcome Center | Tuesday, Apr 26, 2022 10:00 AM (Virtual Zoom Option Available) Meeting ID: 932 9378 5733 Zoom Passcode: 167470 .
We plan to provide a link to additional training options in February. User guides will also be made available for training on the new CBS Expense Reporting process. Please continue to reallocate p-card transactions in Smartdata until we implement the reporting changes in March of 2022. Please review the following information regarding the upcoming transition to Concur CBS. Concur CBS FAQs: Travel Card and P-Card transactions will stay the same; only reporting processes are changing for p-card transactions. In Concur CBS, p-card expense reports will be auto generated and pre-populated in Concur Expense. P-Card expenses will remain within a pre-populated monthly CBS report in Concur Expense. CBS reporting for p-card transactions will be for the full dates of the month and CBS reports will contain posted p-card transactions. P-Card expense report approvals will remain the same; the employee’s supervisor will approve their p-card expense reports in Concur CBS. The allocation and reporting deadline for p-card transactions will change to the 15th day of the month following posted p-card transactions. Proxy/delegate access will be available in Concur CBS similar to the current group user access in Smartdata. Currently p-card transactions are posted in Banner on a monthly basis at the beginning of the month following monthly card transactions. However, with Concur Company Billed Statements, p-card transactions will be posted to the general ledger after p-card reports are submitted by the cardholder, approved by the cardholder’s supervisor, and reviewed by the Accounts Payable office in Concur. Please be sure to email pcard@acu.edu with any questions. Thank you.