Chrome River - Attach a PCard Transaction and Process an ER
This article provides step-by-step instructions on how to Attach a PCard Transaction.
The University of Illinois Purchasing Card (PCard) is a charge card that may be used by University employees to purchase authorized small dollar purchases of supplies and small equipment. If the PCard is used for a purchase, an Expense Report (ER) must be created, and the PCard transaction must be attached to that ER.
- From the Chrome River Home screen, click on the +Create button in the Expense ribbon.
- Complete the Document Header information.
- Select PCard for Report Type.
NOTE: If Athletics is selected, the expense report will be routed for additional NCAA compliance review.
- Select PCard for Report Type.
- Click the Save button.
- In the eWallet:
- Click Credit Card.
- Add the transaction to the expense report by checking the box next to the transaction.
- Click the Add button at the top of your eWallet.
- If needed select PCard Expenses as the Valid Expense Type.
- Complete any missing information related to the expense.
NOTE: If you need to split the Allocation after entering the first Allocation select + Add Allocation and enter the additional Allocation. - Add Attachments – Choose to attach a transaction receipt from the Receipt Gallery or Upload Attachments.
- Click the Save button.
NOTE: *If the system prompts you for additional information please add a response in the appropriate box. Any outstanding issues would require a response prior to submission. If there are no warnings prompted, please disregard this instruction. - Click the +Create New button to add other expenses or select another PCard Transaction to add.
- When all expenses have been added click the green Submit button.
- Click the secondary Submit button that appears.