Approving Official OneCard Training
Highlighted Changes All electronic solution Approval Electronic uploading of receipts Review of receipt(s) No more Procard Order Logs Travel and Non-travel expenses charged to the same card (OneCard) Eliminate the CMU Travel Card Audit(s) will take place behind the scenes No more request for records
Allocating Expenses in Access Cardholder has 5 days following the close of the billing cycle to make sure all transactions for that billing cycle are allocated. Allocation locks after the 5th day Cardholder has 30 days to upload receipts Approving Official has 30 days to review and approve expenses through US Bank platform
Approving Official Responsibilities Review and approval of all non-travel related expenses within 30 days of cycle close Do not need to wait until cycle is closed to approve transactions Online approval will replace the Procard Order Log
Review Transaction
Review Transaction Elements
Review Transaction Receipt(s)
Review Transaction and Reject
Review Transaction and Reject
Review Transaction and Approve
Review Transaction and Approve
Review Transaction and Approve