Reconciling a Procurement Card
This training is designed for any new or current reconciler of Procurement Card purchases. It will cover the Procurement Card reconciliation in the ProTrav (Procurement Card and Travel Expense Vouchers) system. This is an interactive tutorial that will enable the user to have "hands-on" experience in reconciling a Procurement Card Voucher.
- Overview of the side bar
- Procurement Card start page
- Reconciling Procurement Card purchases
- Start reconcile feature
- Electronically attaching files
- Reconcile a basic Procurement Card purchase.
- Allocate a purchase between multiple funding sources.
- Assign a trip to a travel related expense.
- Create a trip while in the Procurement Card reconciliation
- Electronically attach files to the Procurement Card Voucher.
Participants (audience course is aimed at):
New and current Procurement Card reconcilers who would like to be trained in the ProTrav system or need a "refresher" on some of ProTrav's functionalities.