Managing an Existing P-card
Canceling, Suspending or Reinstating an Existing P-card
A P-card will need to be:
- Canceled when an employee leaves the University or transfers departments.
- Suspended when an employee is on leave to prevent unauthorized use.
- Reinstated when a suspended card is ready to be used again.
Steps to Cancel, Suspend, or Reinstate a P-card
Step 1
Log into concur.app.clemson.edu.
Step 2
Navigate to the Request tab and click Create New Request.
Step 3
Fill in all required boxes.
- Request Type: University Card Services Request.
- Card Request Description: State what type of change you need.
- University Card Request Type: #3 Cancel/Suspend/Reinstate.
- User Type: Select either CU or CUF employee.
- Business Unit, Department, Fund, Project/Grant: Enter your department's default chart field string.
Click Create Request.
Step 4
Click Add.
Step 5
Select either #5 Card Cancel/Close or #6 Card Reinstate/Suspend from the expected expense drop-down list.
Step 6
Complete all required fields marked with a red asterisk.
Once all fields have been completed, click Save.
Step 7
Click Submit Request.
Note: Yellow Alerts are not errors but helpful tips for your awareness.
Step 8
Once your P-card request has been submitted, it will go to the Supervisor and then to the Card Administrator. You can check the status of your request by clicking Request Details > Request Timeline. Please allow two business days for the Card Administrator to approve the request.
Updating an Existing P-card
Card limits can be increased in Concur with proper justification and approvals. Visit our Travel Site for P-card policy details.
Steps to Request a Card Limit Increase
Step 1
Log into concur.app.clemson.edu.
Step 2.
Navigate to the Request tab and click Create New Request.
Step 3
Fill in all required boxes.
- Request Type: University Card Services Request.
- Card Request Description: “Card Increase.”
- University Card Request Type: #2 Change to Existing Card.
- User Type: Select either CU or CUF employee.
- Business Unit, Department, Fund, Project/Grant: Enter your department's default chart field string.
Click Create Request.
Step 4
Click Add.
Step 5
Select #3 Card Limit Change from the expected expense drop-down list.
Step 6
Complete all required fields marked with a red asterisk.
- Type of Limit Change: Monthly changes your monthly limit ($20,000 is standard), and Single Transaction changes how much can be spent when making one purchase ($2,500 is standard).
- Type of Increase: Permanent or Temporary.
- Limit Requested: Enter the desired amount here. If you need to increase a new P-card, choose Monthly Limit Change and enter 20,000 in this section.
- Limit Change Start Date: If you need to make a purchase, please enter the date on which the purchase needs to be made. Enter today's date if you need to increase a new card limit.
- Temp Limit End Date: Only fill out if the increase is temporary. Enter the last day that the purchase can be made.
- Supplier Name: Only required if you increase your card for a specific purchase.
- Business Justification for Increase: Enter the information about why you need the increase. Example: Received new card and need to increase for purchasing or make a one-time purchase of ____.
Once all fields have been completed, click Save.
Step 7
Click Submit Request.
Note: Yellow Alerts are not errors but helpful tips for your awareness.
Step 8
Once a card increase request has been submitted, it will go straight to the Card Administrator. You can check the status of your request by clicking Request Details > Request Timeline. Please allow two business days for the Card Administrator to approve the request.