Guides for BU Credit Cards
SAP Concur
Bu
Works
Travel Cards & Concur
TO APPLY FOR A TRAVEL CARD:
Take the BU Travel Services Travel Card training.
Fill out the Travel Card Cardholder Agreement and send to Marissa Paeglow (qstfin@bu.edu) for signature.
When Marissa returns the signed form, attach it to the Travel Card Application Form.
Once you’ve received your card, follow the card activation procedure and message qstfin@bu.edu to set up Travel and Concur training.
Concur - Set Up Reimbursement Direct Deposit
Concur - Start an Expense Report
Concur - Adding Loyalty Programs
Concur - Add Mileage Expense
Concur - Itemizing Meals w/ Alcohol
Concur - Split Allocations
Concur - Approving Reports
Concur - Managing Expense Delegates
Concur - View All Reports
Concur - View Status of Expense Report
Concur - View Audit Trail and Approval Flow
PCards
Read the Purchasing Card Policy.
Download and fill out the Purchasing Card Cardholder Agreement form. Both the cardholder and the approver must sign the form or the application will be rejected.
Fill out the Boston University Purchasing Card Application. Be sure to attach the Cardholder Agreement from step 2 at the bottom of the application.
Take the PCard training. Once you have finished, the PCard administrator will receive an email informing them that the training has been completed.
Once the completed application materials are received, processing time is 2-3 weeks. PCards will be sent directly to the cardholder’s address listed in the application.
Follow card activation procedure (by calling toll-free number on card).