PCard Receipt Capture A Quick Guide for Cardholders PCard Receipt Capture – Cardholder INTRODUCTION.................................................................................................................................................. 2 PURPOSE OF THE PCARD RECEIPT CAPTURE SYSTEM ............................................................................................................. 2 YOUR ROLE AS A CARDHOLDER ......................................................................................................................................... 2 OPEN THE APPLICATION..................................................................................................................................... 3 RECEIPT STATUS............................................................................................................................................................. 5 SEARCH A VIEW FOR SPECIFIC RECEIPTS .............................................................................................................................. 5 SUBMIT A RECEIPT ‐ CARDHOLDER ..................................................................................................................... 6 BEFORE YOU BEGIN ........................................................................................................................................................ 6 START THE RECEIPT PROCESS ............................................................................................................................................ 6 RECEIPT NUMBER ASSIGNED ............................................................................................................................................ 7 UPLOAD AND ATTACH RECEIPT(S) ..................................................................................................................................... 8 PROVIDE RECEIPT DETAIL ..................................................................................................................................11 USE DEFAULT DETAILS ..................................................................................................................................................11 EXPENSE TYPE ............................................................................................................................................................. 11 ENTER COST OBJECT ..................................................................................................................................................... 11 STORE AS DEFAULT DETAILS ...........................................................................................................................................12 ENTER RECEIPT AMOUNT...............................................................................................................................................12 ENTER FOOD &ENTERTAINMENT EXPENSE NO ALCOHOL .................................................................................................... 12 ENTER FOOD &ENTERTAINMENT EXPENSE WITH ALCOHOL ................................................................................................ 13 SPLIT AN EXPENSE BY DOLLAR AMOUNT ........................................................................................................................... 15 SPLIT AN EXPENSE BY PERCENTAGE ..................................................................................................................................15 ENTER BUSINESS JUSTIFICATION ......................................................................................................................................16 ENTER INTERNAL NOTES ................................................................................................................................................16 SAVE AS DRAFT OR SUBMIT ...........................................................................................................................................16 CREATE MULTIPLE EXPENSES ‐ CARDHOLDER.....................................................................................................17 OPEN AND EDIT A DRAFT RECEIPT ‐ CARDHOLDER .............................................................................................17 REVISE A RETURNED EXPENSE ‐ CARDHOLDER ...................................................................................................18 UPDATE YOUR INFORMATION ‐ CARDHOLDER...................................................................................................18 UPDATE YOUR COST OBJECTS .........................................................................................................................................19
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PCard Receipt Capture A Quick Guide for Cardholders
PURPOSE OF THE PCARD RECEIPT CAPTURE SYSTEM ............................................................................................................. 2 YOUR ROLE AS A CARDHOLDER ......................................................................................................................................... 2
OPEN THE APPLICATION ..................................................................................................................................... 3
RECEIPT STATUS ............................................................................................................................................................. 5 SEARCH A VIEW FOR SPECIFIC RECEIPTS .............................................................................................................................. 5
SUBMIT A RECEIPT ‐ CARDHOLDER ..................................................................................................................... 6
BEFORE YOU BEGIN ........................................................................................................................................................ 6 START THE RECEIPT PROCESS ............................................................................................................................................ 6 RECEIPT NUMBER ASSIGNED ............................................................................................................................................ 7 UPLOAD AND ATTACH RECEIPT(S) ..................................................................................................................................... 8
PROVIDE RECEIPT DETAIL .................................................................................................................................. 11
USE DEFAULT DETAILS .................................................................................................................................................. 11 EXPENSE TYPE ............................................................................................................................................................. 11 ENTER COST OBJECT ..................................................................................................................................................... 11 STORE AS DEFAULT DETAILS ........................................................................................................................................... 12 ENTER RECEIPT AMOUNT ............................................................................................................................................... 12 ENTER FOOD & ENTERTAINMENT EXPENSE NO ALCOHOL .................................................................................................... 12 ENTER FOOD & ENTERTAINMENT EXPENSE WITH ALCOHOL ................................................................................................ 13 SPLIT AN EXPENSE BY DOLLAR AMOUNT ........................................................................................................................... 15 SPLIT AN EXPENSE BY PERCENTAGE .................................................................................................................................. 15 ENTER BUSINESS JUSTIFICATION ...................................................................................................................................... 16 ENTER INTERNAL NOTES ................................................................................................................................................ 16 SAVE AS DRAFT OR SUBMIT ........................................................................................................................................... 16