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1. Introduction

  • Course Objectives
  • Classroom logistics

2. Siging in and Viewing Your Department’s P-Cards

  • Understanding the Different Roles in the P-Card System
  • Signing in
  • Viewing Your Department’s P-Cards.

3. Exporting Transaction Detail

  • Exporting Transaction Detail to Excel

4. Entering and Modifying Information

  • Adding Line Level Detail for a Purchase
  • Understanding Commodity Codes
  • Deleting Line Level Detail for a Purchase
  • Changing Line Level Detail for a Purchase
  • Submitting a Transaction for Approval

5. Reviewing and Approving P-Card Purchases

  • Approving Transactions
  • Rejecting Transactions
  • Modifying Transactions on the Approvals Page (including chartfield information)

6. Course Summary

  • Review objectives
  • Resources and contacts list
  • Course evaluation

Back to course descriptions.