1. P-Card Bookkeeper Training
Commerce Bank Visa
P-Card Bookkeeper
Training

2. Logging In:
Using Google Chrome, go to:
Note: If you are a first-time user and have a card number but do not have a log in user ID and password, please contact your P-Card Coordinator at Extension 8046 for assistance.

3. Logging In:
Security Code Frequently Asked Questions:
The security code will be coming from:
During the initial login process, if you have entered your User Name, Password, and Organization ID and did not receive a security code, please follow the below steps:
Check Spam/Junk folder. If the security code is going to this folder, please mark the address as not junk or safe. Below is a screen shot of the header.

4. Logging In (Continued):
To log in, type your username, password, and organization ID. Please remember, username and passwords are case sensitive.
Note: If you want the application to automatically fill the Username the next time you log in, click Remember My Username.
Click Log In.

5. Reviewing. Approving and Submitting a Transaction Envelope:
Click on your Inbox to view Submitted Envelopes on the right side of your screen

6. Reviewing, Processing, Approving a Submitted Transaction Envelope:
Workflow Items page opens:
Check Box next to the name of the envelope that is to be opened.
Click on View History/Respond
Click on Open Transaction Envelope

7. Reviewing, Processing, Approving a Submitted Transaction Envelope:
Transaction Envelope Screen:

8. Reviewing, Processing, Approving a Submitted Transaction Envelope:
Review transactions, including “Notes”
Check Box next to transaction date
Add budget code information
Repeat the Process for all transactions in envelope
Check Approve at the bottom of the page to advance the Transaction Envelope to the P-Card Accountant
Print and Sign Transaction Envelope Report. It is not necessary for the cardholder to sign the report.
Transaction Envelope Report will download into pdf. in the bottom left of the screen
Open pdf. and Print Report, then close pdf. and return to Transaction Envelope Screen

10. P-Card Submission Dates:
MONTH
CYCLE BEGINS
CYCLE ENDS
DUE TO FINANCE
SEPTEMBER 2016
09/01/2016
09/30/2016
10/10/2016
OCTOBER 2016
10/01/2016
10/31/2016
11/11/2016
NOVEMBER 2016
11/01/2016
11/30/2016
12/09/2016
DECEMBER 2016
12/01/2016
12/31/2016
01/09/2017
JANUARY 2017
01/01/2017
01/31/2017
02/09/2017
FEBRUARY 2017
02/01/2017
02/28/2017
03/09/2017
MARCH 2017
03/01/2017
03/31/2017
04/10/2017
APRIL 2017
04/01/2017
04/30/2017
05/10/2017
MAY 2017
05/01/2017
05/31/2017
06/09/2017
JUNE 2017
06/01/2017
06/30/2017
TBD – SEE CUTOFF DATES

11. Congratulations!
You have successfully reviewed, processed and submitted the Transaction Envelope for payment processing by the P-Card Accountant!
Should you have any questions regarding the submission of a transaction envelope, please do not hesitate to contact the P-Card Accountant at X8037.