Expensing PCard Transactions
PCard transactions must be expensed within seven (7) business days from the transaction load in Workday. To ensure that all transactions are expensed timely, the Cardholder/Card Manager and unit are expected to monitor transactions that have not been processed on an approved Expense Report by running the Credit Card Transactions-OSU report in Workday
The PCard Office will also be monitoring unexpensed transactions and will route warning notices to Cardholders/Card Managers when transactions surpass 90 days without an approved Expense Report. After 120 days, an account suspension will be applied to all PCards issued to the Cardholder/Card Manager until outstanding transactions are processed on an approved Expense Report
For step-by-step guidance of expensing PCard transactions, please refer to the following Job Aids at the Administrative Resource Center (ARC):
- Create Expense Report for Travel Transactions
- Create Expense Report for Non-travel Transactions
For additional assistance, contact the PCard Office (614-292-9290).