FAQs related to P-Card

Added: January 2026 – Last Updated: July 2026

Yes. All transaction expense reports for P-Card reconciliation are submitted using  OneRF platform (powered by Workday).  You may submit your P-Card expenses by logging into OneRF’s Workday platform and following the step-by-step Job Aid on How to Create an Expense Report for Reconciliation of P-Card Expenses located in the Training Resources section of the RFCUNY website. RFCUNY requires P-Card transactions to be reconciled at least once a month, but we recommend doing so at least twice a month so as not to accumulate a backlog of unreconciled transactions.

Added: January 2026 – Last Updated: July 2026

Yes. The most important point to remember is that reports submitted without sufficient documentation will be returned. When submitting documentation, please ensure you review the P-Card Guidance for Acceptable Receipts.  

Added: January 2026 – Last Updated: July 2026

P-Card Funding & Budget Monitoring 

P-Card encumbrances are not used and are no longer displayed on the project budget. The available credit on the P-Card represents a spending limit established under RF Procurement guidelines.  The P-Card available credit does not create a financial or accounting obligation or reduce a project's available balance. P-Card expenses are recorded only after transactions have been reconciled, approved, and posted in OneRF. Project Investigators and Delegates are responsible for monitoring available funding before making purchases and reconciling transactions. 

Budget Monitoring  

To assist with monitoring current available funding on the Grant, use the reports below: 

• RFCUNY Grant Budget & Expense Report for current project balance 
• RFCUNY Find Expense Report Lines for Organization (Grant) Report for submitted expense reports on a specific grant. 
• My Expense Transactions report for monitoring unsubmitted and submitted P-Card transactions.  
• When evaluating available balance on the Grant, include unsubmitted P-Card transactions & Expense Reports that have not yet been posted.   

P-Card Funding    

If additional P-Card funding is needed, contact your Grant Manager Team for the grant by email to request an increase to the P-Card for available credit.  

• Requests are subject to funding availability, RF procurement policies, and sponsor restrictions. 

Added: January 2026 – Last Updated: July 2026

If you need to retrieve any reports, documentation, or transaction history from Concur, please email Purchase_Card@rfcuny.org. The team will be able to provide copies of reports or other supporting documentation upon request.