Procurement Cards Supervisor Verification: P-Card/Travel Card/NET Card.

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Presentation transcript:

Procurement Cards Supervisor Verification: P-Card/Travel Card/NET Card

Supervisor Verification: Overview After a Procurement card holder, (P-card/Travel Card/NET card), or their authorized proxy: 1) reconciles statement transactions; 2) attaches receipts and documentation of the business reason for the expenditure; then these transactions are submitted to the Expense User's Supervisor, to verify that each card transaction on the Procurement Card Transactions page, meets a business need. Card reconciliation AND supervisor verification must be completed within 5 business days of notification that card data is available. Navigate to: Financials Supply Chain > Purchasing > Procurement Cards > Reconcile > Reconcile Statement

Click Financials Supply Chain

Click the Purchasing link

Click the Procurement Cards link

Click the Reconcile link

Click the Reconcile Statement link

Search for Staged Transactions

Review ALL Staged transaction details

Click the Comments icon to view comments and supporting documentation

Click View to open attachment

Click the Distribution icon to review and, if necessary, correct ChartFields

Review and modify ChartFields, if necessary

After reviewing ALL transactions, Select All and click Verify; then click Save 12 3