New or Replacement PCard Applications Pickup Process
The PCard applications process was moved to Workday August 2024. Only the Card Manager may request a new card. PCard requests cannot be submitted on behalf of other employees. Please see article: PCard Office Job Aids and FAQs
TRAVEL expenses paid on a Department PCard must be reassigned to the traveler so they can insert their SA# (Spend Authorization #) in the expensing entry. The traveler is to do this within 7 business days of the transaction date. (The card manager is responsible for all NON-TRAVEL related purchases.)
To REASSIGN an expense to another employee:
Log into Workday, in SEARCH type Reassign Expense Credit Card Transactions or a short version of that and hit enter. (Less is more when typing in the Search bar.)
CFAES Finance created these BUSINESS PURPOSE HELPFUL HINTS overview and webpages (links below) to help ensure a complete 'Business Purpose' is part of every expense utilizing University money.
Before logging into Workday, be sure you have the associated transaction receipts available in electronic format for upload.
On your Workday HOME screen click on ‘Request Travel or Purchase’, choose Request an expense reimbursement and/or process PCard transactions – OR just at the HOME screen SEARCH for “Create Expense Report” - IF NO CHARGES SHOW UP AT BOTTOM OF SCREEN, then there isn't any 'PCard Expensing' to be done.