Emburse Enterprise – PCard: Membership
This article provides step-by-step instructions on PCard: Membership
- In the Expense ribbon, select +Create.
- Complete the Header screen.
- For Report Type select PCard.
NOTE: If Athletics is selected, the expense report will be routed for additional NCAA compliance review.
- For Report Type select PCard.
- Select Save.
- Select Credit Card in the eWallet.
- Check the box next to the appropriate PCard transaction.
- Select the Add button.
NOTE: If the system did not assign the PCard Tile to your expense, select it. - Complete the following fields:
- Start Date – Enter the first day of membership.
- End Date – Enter the final day of membership.
- Spent will auto populate.
- Account Number – Enter the account number.
- Business Purpose will populate from header screen.
- Description – Enter a description (Optional).
- Allocation – Enter the CFOPAL information.
- Add Attachments – Choose to attach transaction receipt from the Receipt Gallery or Upload Attachments.
- Select Save.
- Select Add Additional Expenses or the green Submit button.
- Select the secondary Submit button that appears.