The chart below lists the steps that must be taken to ensure that new employees with procurement responsibilities have access to the appropriate systems and are properly trained.

Access

Who Needs This?

Steps Required

Optional Training

P-Card

  • Anyone who needs to make day-to-day purchases for the department.
  • Anyone who needs to make travel arrangements.
  1. Complete the P-Card Application.
  2. Complete Required Training: P-Card Policies and Procedures

Travel 101

Procure to Pay

Concur

  • Anyone who will need to reconcile P-Card non-travel transactions for themselves or others.
  • Anyone who may need to book travel for self or other UA employees
  • Anyone who may need to submit requests for reimbursement for out-of-pocket expenses and to reconcile transactions on the UA P-Card related to Travel, Entertainment, or other reimbursable expenses
  • Anyone who may need to request payment to non-UA individual or entities for goods or services provided to UA
  1. Gain approval from your department.
  2. Complete Required Training: Concur Travel and Expense.
Review Additional Resources:

Concur Expense Module Concur Invoice Module Concur Travel

buyBAMA

  • Anyone who needs to make day-to-day purchases for the department.
  • Anyone who needs to enter requisitions.
  • Anyone who will need to review/approve orders placed by others.
    1. Complete the buyBAMA Access Request Form.
    2. Complete the training appropriate for the assigned role.

    Procure to Pay

    Banner Finance

    • buyBAMA users who will work with requisitions as a requester or approver.
    • Anyone who will need to view budget information for the department in Banner.
    1. Request Access using one of the following methods.
      1. Indicate the need for Banner Finance Access on the buyBAMA Access Request Form.
      2. Complete the Banner Finance Access Form.
    2. Recommended Training for budget access: Banner Finance