This message was originally sent via email by Sarah Hadley, CFO, Finance, on May 1, 2024 to Executive Council Members
We are pleased to announce that as part of our work towards streamlining our procurement processes across campus and improving system user experience, we will be shifting transaction processing away from the current CentreSuite system and instead using Concur. Concur is our existing expense reimbursement system that most of campus is already familiar with. This change consolidates the number of systems for campus. Once users are migrated, Concur will be used for the coding, review, and approval of P-Card transactions.
Other benefits:
- Since Concur utilizes Single Sign On (SSO), users will no longer need a separate CentreSuite password.
- Many P-Card transactions will automatically be coded to appropriate expense accounts based on pre-programmed logic and machine learning, reducing the amount of time needed during the reconciliation process.
- Users will be able to easily upload their receipts to attach to their monthly statement, enabling better central electronic document retention in line with our current Document Retention Policies and Procedures. This also means elimination of the need for physical/digital storage of P-Card packages by the Cardholder department.
- Automated review/approval workflows
Timing and Next Steps
We continue to work closely with Concur on configuring the test environment and anticipate being able to migrate users into Concur in Summer of 2024. The intent is to align with a statement period end, so the cutoff between systems is seamless.
We are configuring the Concur system in a test environment. The aim is to provide a more intuitive experience with a more user-friendly look and feel than today.
During this implementation project, we are consulting with high-volume P-Card user groups to provide feedback and to seek volunteers to participate in testing once the test environment is configured.
We appreciate your support with this exciting project that contributes to streamlining the overall procurement processes on campus. We look forward to providing further updates on this project in the near future.
More Information
A P-Card CentreSuite to Concur Transition website has been set up where information on the project will be posted.