Credit Card Concur Expense System
The Credit Card Concur Expense System Procedure establishes the requirements and process steps to be followed when performing credit card transactions in the Concur Expense Management System (CES).
|To outline the requirements and process steps to be followed when performing credit card transactions in the Concur Expense Management System (CES).|
|This procedure requires actions by the following:|
Complete Concur Expense System Training
Note: A Quick Start Guide is also available on the OFS website.
Expenses using the University Credit Card will be pre-populated into the Concur Expense System on a daily basis and can be substantiated at any time after that. However, at the end of the billing cycle (13th) you must raise a new “Expense report” and include all transactions from the previous month up until the 12th. The report is raised on the 13th as it takes 24 hours for transactions to be loaded. The dates are subject to change which will be communicated to you prior to the month closing.
Note: reports which overlap or do not include the whole month’s transactions will not be accepted.
Note: the pre-populated entry will be GST inclusive if expenditure incurred domestically i.e. within Australia. Given the types of expenditure incurred by staff, GST will be applicable in the majority of cases. The major exception to this general rule is the expenditure incurred overseas.
Where an expense is verified, but no receipt can be found, you should annotate the Concur Expense System accordingly.
Submit Expense Report
Amend and Resubmit Expense Report
You can then amend and resubmit your claim.
Advise Business Services
|Contact Officer||Purchasing Manager, Credit Card Administrator, Office of Financial Services|
|Date Approved||19 November 2010|
Vice-President Finance and Resources
|Date of Commencement||19 November 2010|
19 March 2020 – Amendment to position title: ‘Vice-President, Finance and Group Chief Financial Officer’ updated to ‘Vice-President Finance and Resources’ in accordance with University Delegations of Authority.
14 August 2019 – Updated Approval Authority from Chief Operating Officer and Deputy Vice-Chancellor to Vice-President, Finance and Group Chief Financial Officer in accordance with responsibilities per Delegations of Authority Register.
29 May 2017 - updated Approval Authority from Chief Operating Officer to
|Date for Next Review||November 2012|
|Related Documents||Credit Card Guideline / Policy / Procedure|
Concur User Guide
|Keywords||Credit Card, Reconciliation, Concur Expense|