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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.

  1. From the Chrome River Home screen, click on the +Create button in the Expense ribbon.
  2. Complete the Document Header information.
    1. Select PCard for Report Type.
      NOTE: If Athletics is selected, the expense report will be routed for additional NCAA compliance review.
  3. Click the Save button.
  4. In the eWallet:
    1. Click Credit Card.
    2. Add the transaction to the expense report by checking the box next to the transaction.
    3. Click the Add button at the top of your eWallet.
  5. If needed select PCard Expenses as the Valid Expense Type.
  6. 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.
  7. Add Attachments – Choose to attach a transaction receipt from the Receipt Gallery or Upload Attachments.
  8. 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. 
  9. Click the +Create New button to add other expenses or select another PCard Transaction to add.
  10. When all expenses have been added click the green Submit button.
  11. Click the secondary Submit button that appears.

Keywords:Chrome River ChromeRiver Attach PCard Transaction   Doc ID:116644
Owner:Learning Systems Support .Group:University of Illinois Training and Development Resources
Created:2022-02-09 16:17 CDTUpdated:2023-04-24 14:39 CDT
Sites:University of Illinois System, University of Illinois Training and Development Resources
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