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Purchase Card Submission:
On the 25th of each month the Finance team will import a list of all the transactions placed on your purchase card.
Once the import is complete you (PCard user) will get a Notification on your main Landing page in Munis. You will then go into each transaction to properly code it and add supporting documents as follows:
1. Click on the Notifications tile to open.
2. In the pop-up window highlight the APN item and then click the arrow in the top right corner to view your transactions in Munis.
Here you'll see the a list of all the transactions imported for this month's statement.
3. Double click into each transaction to add coding and backup documentation as follows.
A. In the Transaction window click Update in the Munis ribbon to make changes as follows
All transactions are Required to have backup documentation.
B. To upload itemized receipts for each transaction Click the "Attach" button at the top of each transaction page
C. In the TCM window Click the Plus button
D. Choose Purchase Card Transaction
E. Attach your receipt by uploading it from your computer or scanning it with your attached scanner
F. Click the floppy disk icon to save the attachment and close the window
After all your transactions are properly coded with receipts attached you will Release the Statement for approval as follows.
4. Click the Back button in the Munis ribbon until you arrive at the Purchase Card Statements screen
5. Ensure that ALL transactions now have a Paperclip next to them
6. Click the Release Button in the Munis Ribbon
7. Click Yes on the warning. You do not need to attach a statement. It will be added by the Finance Department.
Your statement will now go through the Workflow process for approval.
Click on Approvers to see those details if desired
