Concur PCardholder Training (University-Wide)

Date: 

Monday, January 23, 2023, 10:00am to 11:00am

Location: 

Harvard Training Portal

Register: Harvard Training Portal

Description: This instructor led virtual course is designed for any PCardholders and/or Delegate Preparers who need to learn how to prepare and submit a PCard Statement Report in Concur.  This course will cover the following topics:

1. Introduction to Concur
2. Profile Settings:
  • Delegates
  • Default Approver
  • Default Coding
3. PCard Statement Report Preparation:
  • Business Purpose
  • Receipts
  • Meals & Attendees
  • Itemization / Allocation
4. Report Submission
5. Audit Trail