SBF Credit Card
Using Concur for Travel and Expense Management
The Stony Brook Foundation implemented Concur to provide, among other things, a singular point of entry, wherever possible, for employee travel expense reimbursement and corporate card/travel card/p-card reconciliations. The Concur platform is a Stony Brook University-administered system, and SBF is leveraging that system. To that end, there are certain limitations outside of SBF control that determine how Concur is utilized.
Concur relies on a Human Resource Department-managed field within the PeopleSoft HR Module for its approval workflow. We cannot speak to HR policies and procedures, but we are able to identify the general rules below regarding who can utilize Concur to submit expense reimbursements.
If you are unable to access Concur and believe you fall under one of the categories listed below who CAN submit reports via Concur, you must contact HR to help resolve your issue.
Credit Card Reconciliation
Starting with the April 2024 credit card statement cycle (due by the end of May),
all cardholders must reconcile their monthly charges via the Concur platform.
- See the SBF Concur Credit Card Reconciliation QuickStart Guide for further information on accessing and using the system.
- Refer to this SBF JPM Chase Credit Card Checklist for credit card usage and a list of the documents you will need to reconcile your credit card.
- Through SBF’s Team Dynamics (TDX) platform, you may apply for a JPM credit card, request
permanent and temporary credit limit increases, cancel or replace your card and make
general credit card inquiries.
- Navigate to the SBF Team Dynamics (TDX) ticketing system.
- Click on “Make A Request.”
- Click on the “Spending Money From Your Account” button.
- Click on the “Credit Card” button.
- Click on the applicable button on the right for the action you would like to perform.
- When applying for a new credit card, please complete the entire form and ensure you include the name of the account director or an account signatory (even if this person is also your immediate supervisor) for the SBF Account ID you identified on the form.
- Always include the amount requested for the credit card increase and a justification for the increase.