This instructor-led workshop covers the PCard approval process, including how to assign chartfields, split charges, dispute a charge, and approve asset transactions. You will learn about record keeping and the preferred method to file current charges, how to submit a completed statement to F&A, how to scan a document to minimize its size, and how to use various PCard queries to search for information. In addition, the class will discuss PCard policies, including a review of prohibited charges, required signatures, and the approval role and the approver’s ability to reject inappropriate charges.
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