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Purchase Card Holder Screen Shot Instructions – Step-by-step instructions on how to upload receipts, input the business purpose description, and sign off on transactions.
Business Purpose Description – Recommended abbreviations for 64 character field business purpose descriptions. The business purpose description is a required field.
Month-End Supervisor Report Instructions – For those who are Proxy-Approving transaction a “Month-End Supervisor” report must be sent to the cardholder’s supervisor.
Temporary Delegation of Approver Role in Works – How to temporarily assign your approval role while on vacation or medical leave, etc.
Timely transaction reporting is required to remain in good standing with your PCard. Cardholders are encourage to sign off of their transactions weekly, but no later than the 4th of each month to be considered on-time. Supervisors and Proxy-Approvers are encouraged to approve cardholder transactions weekly, but must approve their cardholders’ transactions by the 8th of each month to be considered on-time.
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