1. ESP Tutorial for Cardholder Managers
Information, Support, & Requirements

2. This tutorial will cover the following:
Requirements to use a P-Card
SunTrust’s Enterprise Spend Platform (ESP)
Accountability for P-Card Transactions
Signing into ESP
Instructions for approving P-Card transactions by a Cardholder Manager

3. Requirements to use a P-Card
Mandatory completion of P-Card Online Training
Signed Online Training Completion and SunTrust Cardholder Agreement Forms must be turned in to the P-Card Manager
Classroom training is not required, but will be available at various times throughout the year.

4. Enterprise Spend Platform (ESP)
At this time, TCS will only be using Statement Manager & Transaction Manager modules.

5. Principal or Department Director = Cardholder Manager

6. Cardholder Manager’s Main Duties
Approve P-Card Coordinators & Cardholders
Approve all P-Card transactions in the SunTrust ESP system
Responsible for all aspects of the P-Card program in the absence of a P-Card Coordinator
Notify the P-Card Manager of any changes in the P-Card Coordinator
Ensure timely adherence to program dates

7. The new P-Card program is designed with a dual-approval workflow process for accountability purposes. Cardholder Managers are required to approve all P-Card transactions online.

8. Signing into SunTrust ESP
You will receive 2 s from SunTrust Bank containing your Username & Password
Access the internet
Go to the SunTrust ESP website:

9. At this point, please save this website in your Favorites for faster access.

10. Hint: Your SunTrust Username is the same username used to login to the TCS Email.
Enter your TCS Address, Username and Password and click Log In to access your P-Card account(s)

11. The SunTrust ESP system will disable your profile after 3 unsuccessful attempts to login. If this happens, please contact the P-Card Manager for assistance.

12. Landing Page Information
The P-Card(s) are mapped to your profile by the P-Card Manager
Schools will have at least 2 P-Cards and be tied to several budget codes
Most Departments & Individuals will have at least 1 P-Card which may be tied to several budget codes

13. ESP Landing Page
The Main Menu section shows the ESP modules that are allowed under your profile.
Announcements Section:
NOTE: A message may appear here from the P-Card Manager or SunTrust providing direction or useful information. If a message is displayed here, please review it prior to proceeding further.

14. ESP Landing Page
The My Accounts section provides you with a summary of the P-Card(s) mapped to your ESP profile and related card information like how much is currently remaining on your cards and how much has been spent in the current period.
The Profile Menu gives you access to your features and functionality like changing your password or logging out of the program.

15. ESP Landing Page
The Card Expenses section lets you know the number of transactions needing to be coded and approved. The Transactions section shows the progress of the transactions in the processing workflow. It’s like a dashboard for transactions.

16. ESP Landing Page
This section is where your P-card statements will be printed. Paper statements will not be issued.

17. Instructions for approving transactions by the Cardholder Manager

18. Step 1: Click on “Approvals” in the Main Menu.

19. Step 2: Click on the Period for transactions needing approval.

20. Step 3: Click on the Red Exclamation Point.
The Cardholder Manager should see a Green Checkmark.
Step 3: Click on the Red Exclamation Point.

21. Step 4: Click “Approved”.

22. Step 5: Click “Save”.

23. Click “Home” on the Menu and repeat steps for additional transactions.

24. The transaction now shows in the “Approved” section with 2 Green Checkmarks. The process is not complete until you have both green checkmarks.

25. If the Cardholder Manager does not need more information on transactions, the options to “Approve Selected Items” or “Approve All” are available.

26. Items to Remember
All transaction information must be entered before approving the transactions
All properly approved transactions must have 2 green checkmarks
The “Approved Selected Items” or “Approve All” options may be used if no comments are needed by the P-Card Coordinator or Cardholder Manager
Transactions go to the Cardholder Manager once approved by the P-Card Coordinator
Be sure all transactions have been approved by the Cycle Lock date

27. Items to Remember
All documentation is kept at the school by the P-Card Coordinator for 3 years
Do not give any person your username and password to the ESP system
Contact the P-Card Manager or SunTrust Customer Service with any problems
P-Card Manager will make surprise visits to schools and departments

28. Congratulations!!! You have completed
Cardholder Manager’s ESP Tutorial