Fingate Buying and Paying > PCard Module > How To... > Verify PCard Transactions

How To:  Verify PCard Transactions

Before You Start

Staff responsible for verifying, editing, approving, or withdrawing charges made against department or individual Stanford issued Purchasing Cards will require PCard access.

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bullet iconStep 4 – Flag Transaction as Disputed (Yes or No)

Select Dispute "No"

Select Dispute "Yes" to Flag Original Charge as Disputed

Select Dispute "Yes" to Verify Credit against a Disputed Charge


bullet iconStep 5 – Complete the PCard Charge Account Information

Charge One PTA / Expenditure Type

Charge Multiple PTAs / Expenditure Types


bullet iconStep 6 – Complete the List of Approvers

If the approver has sufficient approval authority over the PTAE(s) charged, it is not necessary to add other approvers. The system will tell you if you have not listed the correct approvers.

Enter the Approver to the Transaction

Find an Approver by Name

Find All Approvers for a Project and Task


click to show more/lessStep 7 – Submit the Transaction for Approval

All PCard receipts for transactions of $75 or more must be electronically attached to the PCard verification transaction following Step 8 below. If the transaction is less than $75 it does not need to be imaged or retained unless departmental policy / practice indicates otherwise.

click to show more/lessStep 8 – Attach Backup Receipts to the PCard Transaction

Backup receipts are required for all PCard transactions of $75 or more.

 

What's Next?

  • The transaction is routed for review and approval per the approval routing specified in Step 6 above. In a timely manner, the approver is responsible for reviewing and approving the transaction for:
    • accuracy of information;
    • correct account usage; and
    • adherence to Stanford policy.
  • After approval, the department's charge account (the PTAE verified in Step 4 above) is debited.
  • Stanford's Accounts Payable department pays the monthly consolidated bank invoice.
  • For transaction details, contact the bank at 1-800-316-6056.

 

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