Submitting P-Card Activity

Each month, Accounts Payable will upload all p-card transactions.  Card holders will add an account number and receipts in order to submit the transactions.  Supervisors will review all transactions before they are submitted to Accounts Payable.

Instructions:

  1. In the Financial Management system, click Accounts Payable.
  2. Click Review/Submit Transactions.
  3. Highlight each transaction missing an “App Sts” and click the Edit button.
  4. Type a Description of the transaction.
  5. Type in the Account Number
  6. Click the Save button.
  7. Click the Attachments.
  8. For each receipt:
    1. Click Add File
    2. Click Browse
    3. Find the file on your computer and click Open
    4. Click the Save button
  9. Click the Back button.
  10. Click the Submit for Approval button.

IMPORTANT: Additional details about filling out transactions that need to be charged to a building activity fund can be found in the following article: Charging P-Cards to Activity Funds

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