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