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Xion0049
Occasional Member - Level 1

P-Card Month End Process

How are you currently capturing all p-card transactions and allocations as part of your month-end process in Concur? If an accrual report is being used, what is your reconciliation process in concur for your cardholders? If you are not using the accrual reporting, what is your process? 

2 Replies
JessicaL
Routine Member - Level 2

Re: P-Card Month End Process

Hi @Xion0049 ,

We had a custom report built to assist with our monthly Pcard reconciliation. It seemed the most straightforward way --> Have Concur build the exact report we need.

Best,

 

Jessica Lynch
Associate Accountant & Travel Manager
Xion0049
Occasional Member - Level 1

Re: P-Card Month End Process

Thank you Jessica.  Can you provide me with the specifications that you had Concur built for you? Will you be able to share that information with me?