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ProTrav
Procurement Card & Travel Expense Voucher
Did You Know?
March 2008
Online Training for Procurement Cards is now available.
Accounts Payable and UI Learning and Development departments
are pleased to announce the release of 3 new online training courses for
the use and reconciliation of the Procurement Card. These ICON courses
were developed to provide easy, on-line training to educate cardholders,
reconcilers and approvers about the procurement card policies and procedures.
The three courses are:
1) Procure Card Training – Required
for New Cardholders
This course covers all components of the Procurement Card including
policies, procedures and an interactive section on how to use ProTrav. It
is required for new cardholders and strongly recommended for Procurement
Card Voucher reconcilers and approvers.
2) Procure Card Training-No Recon – Optional
This course instructs the policies and procedures of the Procurement
Card program. It is designed for cardholders that will have a reconciler
assigned to their account and do not need training on the reconciliation
portion of ProTrav.
This course would also benefit departmental approvers who review Procurement
Card Vouchers.
3) Reconciling the Procurement Card – Optional
This course includes an interactive section on how to use ProTrav for
Procurement Card Voucher reconciliation and report creation.
It is recommended for all reconcilers that are not cardholders.
Online
training is now the preferred method for Procurement Card Training,
as it is available 24/7, on your desk top and can be taken at your
convenience. If you have questions regarding the Procurement Card program or the courses
listed above, please contact protrav@uiowa.edu.
How to use the Justification Box when expensing Group Travel
transactions.
Example, you have 5 hotel rooms for 2 nights for a group of travelers. All
rooms can be expensed together as the screen print shows below. Each
room was $155 a night with $12.25 in taxes and there were a total of
5 rooms.
- Take the room rate $155 x 5 = $ 775.00
- Take the taxes $12.25 x 5 = $61.25
- Enter the number of nights stayed
- Hotel was not a conference site-select no
Once you have entered and saved the hotel expenses, ProTrav
will ask you for justification. List the individuals who were traveling
with you.
Once you have added the justification and click on Save Expense you
will see the expense listed on the right hand side of the screen.
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