{"id":1236,"date":"2020-03-09T15:36:56","date_gmt":"2020-03-09T20:36:56","guid":{"rendered":"http:\/\/psws.glenbard.org\/index.php\/2014\/11\/18\/submitting-p-card-activity\/"},"modified":"2020-03-16T13:55:23","modified_gmt":"2020-03-16T18:55:23","slug":"submitting-p-card-activity","status":"publish","type":"post","link":"https:\/\/docs.glenbard.org\/index.php\/technology\/skyward\/purchasing-budgets\/submitting-p-card-activity\/","title":{"rendered":"Submitting P-Card Activity"},"content":{"rendered":"<div class=\"nolwrap\"><p>Each month, Accounts Payable will upload all p-card transactions. \u00a0Card holders will add an account number and receipts in order to submit the transactions. \u00a0Supervisors will review all transactions before they are submitted to Accounts Payable.<!--more--><\/p>\n<p><iframe loading=\"lazy\" title=\"Submitting Pcard Transactoins\" width=\"1333\" height=\"1000\" src=\"https:\/\/www.youtube.com\/embed\/etrDyU7ZkMc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Instructions:<\/strong><\/p>\n<ol>\n<li>In Administrative Access, click the green menu (<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4328\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2013\/12\/Skyward-Menu.jpg\" alt=\"\" width=\"48\" height=\"33\" \/>) button near the top-left.<\/li>\n<li>Click <strong>Accounts Payable<\/strong>.<\/li>\n<li>Click <strong>My Credit Card Transactions<\/strong>.<\/li>\n<li>On the transaction that you want to update, click the paperclip icon.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4372\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2014\/11\/Credit-Card-Transaction-2020-02-25-05-40-13.jpg\" alt=\"\" width=\"1129\" height=\"214\" \/><\/li>\n<li>Click the <strong>Add Attachment<\/strong> button.<\/li>\n<li>Click <strong>Select Files<\/strong>, browse and attach a file, select the <strong>Default<\/strong> <strong>Attachment Type<\/strong>, and click <strong>Save<\/strong>.<\/li>\n<li>Highlight the transaction that you want to update.\u00a0 The two screens on the bottom display the details and accounting of the highlighted transaction.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4371\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2014\/11\/Credit-Card-Transaction-2020-02-25-05-33-27.jpg\" alt=\"\" width=\"944\" height=\"616\" \/><\/li>\n<li>In the bottom left table, Credit Card Transaction Detail, click the arrow (<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4360\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2016\/01\/SkywardArrow.jpg\" alt=\"\" width=\"33\" height=\"24\" \/>) button.<\/li>\n<li>Update the <strong>Description<\/strong> to be a clear description of the purchase or the transaction will be denied by your supervisor.<\/li>\n<li>Begin typing an Account Number in the<strong> Account\u00a0<\/strong>drop-down and select your account number as the drop-down filters down to match your typing.<\/li>\n<li>In the <strong>Percent<\/strong> field type 100 and click tab to put the full transaction on one account. [If it needs to be assigned to multiple accounts, use the <strong>Add Account Distribution<\/strong> and use the Percent fields accordingly.]<\/li>\n<li>Click the <strong>Save &amp; Back<\/strong> button.<\/li>\n<li>When you are ready to submit your transaction, click the down arrow (<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4373\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2014\/11\/SkywardDownArrow.jpg\" alt=\"\" width=\"21\" height=\"16\" \/>) button to the left of the transaction.<\/li>\n<li>Click <strong>Submit<\/strong>.<\/li>\n<\/ol>\n<p><!--more--><\/p>\n<p><strong><span style=\"color: #ff0000;\">IMPORTANT<\/span><\/strong>: Additional details about filling out transactions that need to be charged to a building activity fund can be found in the following article:\u00a0<a href=\"\/index.php\/technology\/skyward\/purchasing-budgets\/charging-p-card-to-activity-funds\/\">Charging P-Cards to Activity Funds<\/a><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Each month, Accounts Payable will upload all p-card transactions. \u00a0Card [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[18],"tags":[488,594],"class_list":["post-1236","post","type-post","status-publish","format-standard","hentry","category-purchasing-budgets","tag-filesonskyward","tag-p-cards"],"acf":[],"_links":{"self":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/1236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/comments?post=1236"}],"version-history":[{"count":10,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/1236\/revisions"}],"predecessor-version":[{"id":4551,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/1236\/revisions\/4551"}],"wp:attachment":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/media?parent=1236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/categories?post=1236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/tags?post=1236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}