Lynn University will change its JPM Visa Card program starting July 1st, 2020. The instructions listed below are to verify JPM P-Card (black) procurement card transactions to purchase good and services. Please visit the Create Expense Reports job aid to report the Lynn T-EXP travel card (travel and meals) transactions. If you delegate the task to someone in your department, make sure you create a delegation first. |
On this job aid:
P-Card verifications when new appear on in the left Actions column under the Purchases icon. Once they have been opened and worked on, they no longer appear in that location. To rework a transaction you must go to View in the right hand column. Click on Procurement Card Transaction Verifications. You can then follow steps I do not see my P-Card Transactions at the end of this document. Currently, delegates cannot edit procurement card transactions in draft mode. Delegates, please contact Procurement to reset the transactions in draft mode so you can edit them. |
Cost Center will default to your cost center, but that can be changed if needed to charge the item to a different cost center if needed.
If you are reallocating the expense to a different Cost Center other than your default, please select the new Cost Center first, and the related worktags will auto-populate. This change will require a cost center manager approval. |
To attach a receipt, click the Attachment tab, Click Add button, click details
To attach your receipts, drag and drop files to "Attachments" or click "Select Files".
Receipts need to be uploaded per transaction; they can't be loaded in bulk at a header level for Procurement card transactions. |
Once you open the transaction, it will disappear from the verification list. To go back to the transaction follow steps below. |
Delegates cannot edit procurement card transactions in draft mode. Delegates, please contact Procurement to reset/cancel the transactions in draft mode so you can edit them. |
P-Card verifications when new appear on in the left Actions column under the Purchases icon. Once they have been opened and worked on, they no longer appear in that location.