ChromeRiver - P-Card: Membership

P-Card: Membership

  1. In the Expense Ribbon click +Create.
  2. Complete the Header screen.
    1. Enter the report name.
    2. Enter the business purpose.
    3. For Report Type select PCard.
  3. Click Save.
  4. Click Credit Card in the eWallet.
  5. Check the box next to the appropriate PCard transaction.
  6. Click the Add button.
    1. NOTE: If the system did not assign the PCard Tile to your expense select it.
  7. Complete the following fields:
    1. Start Date – Enter the first day of membership.
    2. End Date – Enter the final day of membership.
    3. Spent will auto populate.
    4. Account Number – Enter the account number.
    5. Business Purpose will populate from header screen.
    6. Description – Enter a description (Optional).
    7. Allocation – Enter the CFOPAL information.
    8. Add Attachments – Choose to attach transaction receipt from the Receipt Gallery or Upload Attachments.
  8. Click Save.
  9. Click the green Submit button in the lower right corner of the left panel and again in the upper right corner.

NOTE: Please contact UPAY Customer Service if you have any questions.




Keywords:PCard Membership, ChromeRiver   Doc ID:115108
Owner:Erik O.Group:University of Illinois System
Created:2021-12-03 11:41 CSTUpdated:2021-12-06 10:32 CST
Sites:University of Illinois System
CleanURL:https://answers.uillinois.edu/systemoffices/p-card-membership
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