View and edit draft Procurement Card Transaction Verifications

Tags p-card pcard

Overview

Use this article to find "missing" or draft p-card transaction verifications, and to edit existing verifications. 
 

1: View draft procurement card transaction verifications

  • From the Workday home screen, click the Global Navigation Menu in the top left to open the Workday Apps sidebar
  • Click the Purchases app
  • In the View card, select the button that says Procurement Card Transactions Verifications

Screenshot of the Purchasing app page. The button labeled "procurement card transaction verifications" is highlighted

  • The next screen shows a quick overview of your p-card verifications and the status of each. Click the magnifying glass to the left of any transaction to view more details.

screenshot of the "my procurement card transaction verifications" screen

  • Note: You cannot edit the draft from this area. See instructions below if you want to edit a draft.

 

2: Edit draft procurement card transaction verifications

  1. Follow the steps above to navigate to "My Procurement Card Transaction Verifications"
    1. Note: You can also type "My Procurement Card Transaction Verifications" into the search bar to navigate directly to this report
  2. Hover your mouse over the magnifying glass (🔍) to the left of the draft you want to edit. (Do not click it!)
  3. A box with three dots in it (⋯) will appear. This is the "Related Actions Menu." Click the three little dots.
  4. A menu will pop up. In the gray sidebar on the left side of this window there is a folder labeled, "Procurement Card Transaction Verification." Hover over the words Procurement Card Transaction Verification to open that folder.
  5. A small sub-menu will open. Click Edit in that menu.

Screenshot of the related actions menu and steps needed to edit a draft

  1. You can now edit the draft.

 

Cancel a draft procurement card transaction verification

Some changes require you to cancel your draft procurement card transaction verification and start again. (For example, purchases that should be billed to the company Student Government Association may be incorrectly assigned to the company Trustees of Mount Holyoke.)

  1. To cancel your verification and start again, follow the steps described above, but click the Cancel button.
  2. On the next screen, click OK to confirm that you want to cancel this procurement card transaction verification.

screenshot of the related actions menu for a procurement card transaction verification. The cancel button is highlighted

 

 

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