蘑菇传媒

Covers the basic steps for cardholders completing a Pcard verification in Workday.

Outlines actions for department approvers to complete Pcard verification approvals in Workday.

Covers the basic steps for individuals other than the cardholder or department approver completing a Pcard verification in Workday.

Outlines how users can navigate to/edit/cancel their Pcard verifications that have not finished submission but are in draft mode and unable to be accessed from the home verification page.

Outlines the action steps that cardholders & department approvers need to take if a card has erroneous or other unrecognized payment activity tied to it.

Outlines the action steps for cardholders and department approvers to ensure that credits received against a card post to department ledgers appropriately.

Covers step-by-step instructions for the following:

• Sent Back/Denied Verifications
• Making Changes to a Completed Verification
• Assigning Multiple FAOs to a Verification聽 (same company)
• Splitting Pcard Expenses between Multiple Companies/Spend Categories
• Verifying Multiple Transactions at Once

Step-by-step instructions for correcting the following errors that users may encounter when verifying Pcard expenses:

• Incorrect Document Date
• Missing Spend Category
• Missing FAO
• Incorrect Header Company/FAO Mismatch
• Missing Supplier
• Missing PHI/PII Certification & Business Purpose
• Missing Attachments
• Transactions from Multiple Billing Months