Concur Overview: Roles and How To's

University Procurement Card Program - Department Administrator/Delegate Webinar

Part 1: University Procurement Card Program - Requests Training

Part 2: University Procurement Card Program - Expense Training

Part 3: University Procurement Card Program - FAQ Training

*Please note that watching any of the above trainings does not replace taking the UC Learning course to obtain a certificate of completion. The UC Learning course stated below in Part 4 must be taken as the annual refresher and when applying for a new Procurement Card.

Part 4: University Procurement Card Program - Policy Training

This course reviews policies and procedures related to the University Procurement Card Program. Please note that this policy training is located in the UC Learning Center and is the 16 the minute training session.

Camp IPPS 2022: Common Procurement Card Expense Report Errors

Camp IPPS 2022: Tips & Tricks for Procurement Cardholders and Delegates

Roles provide the foundation for workflow, manage the notification and distribution process, and ensure security for Procurement Card program activity.

1. Contact your Department Administrator (DA) to become a cardholder.
   • Note: If you do not know who your DA is, contact your business officer. Your department can view who posesses the UCSD WF PCard Administrator JR role by accessing the Campus User Roles report in the Business Analytics Hub. Once accessed, you or your department can either search for a specific Financial Unit or search for the role name itself.
2. Complete the cardholder training
   • Complete the required University Procurement Card Program Course (16 minute training) via UCLearning. (This must be taken within one year of the new card request submission).
   • Note: Procurement Cards are not issued solely on the basis of passing the program course.
3. Complete the Cardholder agreement
   • Download the cardholder agreement (PDF)
   • Sign and date the agreement and acquire signatures from your Supervisor, Department Business Officer (DBO/MSO/PI), and P-Card Department Administrator.
   • The cardholder must submit the signed agreement in Concur.
4. Request a new card in Concur
   • For a detailed step-by-step guide on how to request a new card in Concur, please visit this Knowledge Base Article.
   • Note: The request can be prepared by either the cardholder or a delegate, but only the cardholder must be the one to submit the new card request. 
5. Activate your new card in US Bank
   • Contact U.S. Bank by calling the number that appears on the sticker located on the front of your card.
   • Follow the prompts to activate your card.
   • When prompted for your Social Security number, provide your UCSD employee ID number.
   • Sign the back of your card on the space provided.
6. Register your account in US Bank

   • First time users need to register their account.

     1. Go to U.S. Bank Access Online.
     2. From the Welcome page, click the Register Online link.
     3. From the Online Registration page:
        1. In the Organization Short Name field, enter ‘UCSD’.
        2. In the Account Number field, enter the 16-digit account (card) number (no dashes or spaces).
        3. From the Account Expiration Date fields, select the month and year that the account (card) expires.
        4. Click the Register This Account button.
           1. If you have more than one Procurement Card to register, click the Additional Account button and enter the account information.
     4. From the Licensing Agreement page, click the I Accept button at the bottom of the page.
     5. From the Online Registration page:
        1. In the User ID field, enter a User ID using 7 – 20 alpha-numeric characters.
        2. In the Password field, enter a Password using 8 – 20 alpha-numeric characters.
        3. Re-enter the password in the Re-enter New Password field.
        4. Select an Authentication Question from the drop down menu.
        5. Enter a response in the Authentication Response field.
        6. Complete the Contact Information fields (fields with red asterisk are required).
        7. Click the Continue button, this will bring you to the Access Online page, with a confirmation message that your User ID has been successfully added.
     Note: If you entered invalid information or encountered an error message, you have 3 attempts to correct your information. If all 3 attempts fail, you will be locked out of self-registration and will need to contact U.S. Bank Customer Service at (800) 344-5696.

Sign up for Real-Time Fraud Alert

If the bank suspects fraudulent activity on your Procurement Card, it will put an "account alert" on the card and call you to:

• Review recent transactions and account activity
• Identify fraudulent activity
• Cancel the card (if necessary) and issue a replacement card
• Credit the account for any fraudulent transactions

To register for fraud alerts:

1. Log in to Access Online.
2. Go to My Personal Information > Account Alerts > Fraud Alerts to enroll.
3. Provide or confirm your contact information, select how you would like to receive your alerts (text/email), accept the terms and conditions, and click Submit.
   • For text alerts, you will receive a text confirming your selection.
4. How To Answer Fraud Alerts: U.S. Bank cardholders can elect to receive a real-time fraud alert via SMS text and/or email when suspicious activity has been detected on their Procurement Card. You will be able to reply on the spot that the transaction is valid or fraudulent, ensuring fewer unnecessary declines and quick protection in the event of attempted fraud.
5. If you receive a fraud alert via SMS text, your card will be put in “FR” (fraud) status, and subsequent activity will be declined. You will have 15 minutes to respond “valid” or “fraud.”
   • By responding “valid,” the fraud block on your card will be cleared, and no further transactions will be affected. By confirming “fraud,” your card will be protected from additional activity. You can either call the number provided in the text, or a U.S. Bank fraud agent will contact you shortly.
   • If you receive an email alert, you should call the service center number provided in your email.
     • You will not be able to respond to the email to clear the fraud. The alert will follow the existing fraud-detection process, and a U.S. Bank fraud analyst will call you.

Once your account has been registered these tools will become available through USBank:

1. Go to U.S. Bank Access Online.
2. From the Welcome/Login page:
   • Enter Organization Short Name (UCSD), User ID and Password.
   • Click the Login button.
   • View Transactions
3. From the Access Online page:
   • Click Transaction Management in the left-hand navigation bar.
   • From the Transaction Management page, click the Transaction List link - you will see a list of transactions for the open billing cycle.
   • To view transactions from a different billing cycle, click the arrow next to ‘Open’, select a billing cycle and click the Search button. You can also search for specific transactions using the expanded Search Criteria.

1. After logging in, click Account Information in the left-hand navigation bar.
2. Click the Cardholder Account Statement link.
3. Using the drop-down menu, select a billing cycle and click the View Statement button. You can view statements for the last 2 years.

1. After logging in, click Account Information in the left-hand navigation bar.
2. Click the Cardholder Account Profile link then click the Authorization Limits link. You will see your available credit for the current cycle.

If U.S. Bank calls you to verify your Procurement Card activity

• Give your employee number instead of your Social Security number. (You should never have to give your Social Security number.)
• Give your own UCSD phone number as the telephone number.
• Give 9500 Gilman Drive and your department Mail Code as the address.
• Review recent transactions for possible fraudulent activity.
• Notify your Procurement Card Department Administrator if the bank canceled your card.

Transactions are to be expensed in Concur. It is the responsibility of the cardholder to check his or her queue for posted transactions after a purchase has been made. 

Cardholders must review transactions in a timely manner, it is proposed that the cardholder should review transactions within 30 calendar days. 

For a detailed step-by-step guide on how to create an expense report and expensing a transaction in Concur, please visit this Knowledge Base Article (How to Create a Expense Report and Expense a Transaction).

Cardholder information updates include mail code changes, names changes and card cancels; Card actions include new card requests, temporary limit/permanent limit increases, temporary/permanent MCC exceptions, delegation of authority requests, and ship goods to an off campus address. All of these requests can be made in Concur.

For a guide on how to make a request in Concur for all of the above, please visit this Knowledge Base Article: How to Create A Procurement Card Action/Update Request.