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This guide reviews the cost center manager budget review and approval process for p-card expenses. Workday allows cost center managers to review and approve cardholder p-card transaction verifications from their My Tasks inbox, increasing efficiency and streamlining the process.
From the Workday Home page:
- Select the My Tasks inbox icon, then select the Procurement Card Transaction Verification item for review. The approval page will display filter and view options to help identify the types of expenses included in the report.
- The inbox task will be labeled as Approve Procurement Card Transaction Verification. Scroll or expand the expense report by selecting the
icon to display full report details in full screen mode.
- View the Transaction Details tab information for review of spend category allocations as well as budget allocation information and attached receipts per item.
- Review that the items purchased are within the Purchasing Card Policy No. 911 - Purchasing Card Forms.
- Select Approve or Send Back with comments.
- Approved PCV reports are available for review in the My Tasks > Archive folder.