Access Roles: Finance – Campus – Purchasing Card CLONE 09302022
The Campus Purchasing Card (P-Card) roles follow this approval path:
Stop 1: P-Card team verifies supporting documentation is attached and complete and sets up access in Works.
| Function to Ask for on Access Request Form | Description of the Role | Training Required |
|---|---|---|
| P-Card Card Account Holder | This role allows a P-Card Accountholder to access Works to perform initial reconciliation tasks: allocate expenses, upload receipts, provide business justification and sign-off on transactions, as well as generate Accountholder activity reports. | Training is required. (P-Card Accountholder Training self-paced online learning is available on the Finance Purchasing Card webpage.) |
| P-Card Group Approver | This role allows the user to access Works to review, update, and provide final sign-off for P-Card transactions of Accountholders within their group. | Training is required. Approving P-Card Transactions self-paced online learnings are available on the Finance Purchasing Card webpage.) |
| P-Card Group Proxy Reconciler | This role allows a user to access Works to perform initial reconciliation tasks on behalf of Accountholders within their group: allocate expenses, upload receipts, provide business justification and sign-off on transactions, as well as generate Accountholder activity reports. | Training is required. (Reconciling P-Card Transactions and Uploading Receipts self-paced online learning is available on the Finance Purchasing Card webpage.) |
| P-Card Group Scoped Auditor | This role allows the user to access Works to create and manage reports of P-Card activity within their group. | Training is not required. Creating and Managing Reports directions available on the Finance Purchasing Card webpage.) |