How to Approve P Card Transactions in Spend Clarity

Body

This guide will cover:

How to approve transactions if you are an expense approver

Critical Concepts

Cardholders must:

Reconcile all charges, upload receipts and provide detailed transaction description by the 5th business day of the month following the month in which the transaction was made. Failure to reconcile by the deadlines may result in an immediate suspension of the card
Comply with all terms contained in the cardholder application
Not allow other individuals to charge or authorize expenses on their card

Supervisors must:

Approve all transactions in Spend Clarity by the 10th business day of the month following the month to which the transaction was made. Failure to approve transactions by the deadline may result in an immediate suspension of the Cardholder's card.
Ensure proper use of the P-Card.
Confirm all purchases and expenses have valid and documented business purpose, are supported by appropriate documentation, and include acceptable comments to explain the purchase.

To Approve Transactions

Step One:

Login to The Nest and locate Procurement Card Resources in the Business Expense & Travel section under the Employees tab. Expand the Procurement Card Resource and click, "Reconcile Your Card". Enter your username and password. Remember: your username must be entered with the "@sju.edu".