UPAY - Create a DCM Delegation

The Department Card Manager (DCM) can create a delegation. There are measures in the P-Card software that will not allow the creation of a delegation if it enables a Cardholder to reconcile or approve their own transactions.

1. Login to the P-Card Software.
2. Select Delegate from the File menu.
   NOTE: In the Delegation Set Up screen, the name(s) of the established delegates are listed under Active Delegations.
3. Enter only the person’s last name (case sensitive) in the Name (Last, First): field to find an employee.
4. Click the Find button.
5. Click the Load icon that corresponds with the employee’s name.
6. Enter the start date in the Start Date: field for when the delegation will begin.
7. Enter the end date in the End Date: field for when the delegation will end. If this field is left blank, the delegation will be ongoing.
8. Click the Add Delegation button.
9. Repeat steps 3 through 7 to add more delegates.
10. Select Log Off from the File menu.

Please contact UPAY Card Services if you have any questions.