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Chrome River – Attach a PCard Transaction and Process an Expense Report

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 Expense Report.

  1. From the Chrome River Home screen, select 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. Select Credit Card.
    2. Add the transaction to the Expense Report by checking the box next to the transaction.
    3. Select 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 the transaction receipt from the Receipt Gallery or Upload Attachments.
  8. Select 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. Select the +Create New button to add other expenses or select another PCard Transaction to add.
  10. When all expenses have been added, select the green Submit button.
  11. Select the secondary Submit button that appears.

KeywordsChrome River ChromeRiver Attach PCard Transaction P-Card P-Card P-Card PCard   Doc ID116644
OwnerLearning Systems SupportGroupUI Training and Development Resources
Created2022-02-09 16:17:10Updated2024-06-11 14:41:17
SitesUniversity of Illinois System, University of Illinois Training and Development Resources
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