by Tracey L Besemer | Jul 24, 2019 | Business, General, Welcome |
Or, How Do I Search This Blog?
Last week we had an uptick in new subscribers (Hey, new readers!) so I wanted to take a moment and show you the different ways that you can search for information within the BMB Buzz.
Every blog post I write is categorized and tagged profusely.
For instance, this blog post is under the categories: General, Business, and Welcome
It is tagged with: search, find, help, tool, new subscriber, and index
So, when you are getting ready to fill out your pcard support form and you remember reading something about using a new form, but you can’t remember which one it is or where to find it, but you remember reading about it here and now you’re back at the home page wondering how to find that post, what do you do?
Easy!
There are a couple of ways to find the post you are looking for.
Up at the top of the page and in the right sidebar are the categories. Click the one that your subject falls under (Pcards = Finance) and all the posts in that category will be pulled up.
Or you can use the search function. The little magnifying glass in the header or the search bar in the sidebar. As I said I tag these posts profusely, so if you search for pcard, all the posts tagged with pcard will pop up. And hey look, there’s the post about switching over to the portrait version of the pcard support form.
Hopefully, this will make it easy for you to find the information you need here.
by Tracey L Besemer | Jul 17, 2019 | Uncategorized |
You discussed sciency stuff.
You ate food while you discussed sciency stuff.
You had a Group Meal.
And you didn’t invite me.
Now there is paperwork to do.
But you’re wondering where that charge for the food you purchased is going to show up.
Do you have to hand in just a Group Meal form or do you have to hand in a Group Meal form with a pcard support form as well? (Portrait, naturally.) You break out in a cold sweat trying to figure out where the charge is going to show up and what paperwork has to go with it.
That’s it, you can’t take this pressure anymore. We are never ordering food in again!
Relax.
Ask yourself these easy questions to get the answer:
- Did I use my pcard or pay out of pocket?
- Did I purchase from a restaurant or another type of vendor who sells more than just food? (grocery store, convenience store, Walmart/Target)
If you paid out of pocket, fill out a Group Meal form and turn it in for reimbursement. Boom, done, easy.
If you paid with your pcard now you have to ask question #2.
What’s the difference?
What’s the magical combination that determines where your Group Meal gets processed?
Easy.
Banks code vendors based on the type of business they are, for instance, restaurants get coded one way, gas stations get coded another, and your monthly subscription to Netflix gets coded another way, and so on and so forth.
(Have you watched the third season of Stranger Things yet? So good.)
CONCUR is only set up to pull in businesses coded as restaurants (where food is concerned)
So even though you may consider your lunch bought from Trader Joe’s as food just like India Pavilion and keep watching for the transaction to show up in CONCUR, Kim will be patiently waiting for you to realize that Trader Joe’s is a grocery store and is coded as such by the bank and that you will be waiting for that Trader Joe’s transaction to show up in CONCUR until you retire.
Please don’t do that.
Instead, in addition to your Group Meal form fill out a portrait pcard support form and turn them both in to Kim (or Kristin).
Vendors that only sell food i/e restaurants go to CONCUR and get an ERS report done.
Grocery stores and other vendors that sell more than just food, like Sheetz or McClanahan’s, those all get pcard support forms. Don’t forget the Group Meal form too.
Dang, now I just want cookie butter.
And Sheetz fries.
