Reassign Credit Card Transaction Job Aid

Create Expense Report for Worker by Reassigning Credit Card Transaction to Link to Spend Authorization

Create an Expense Report for Workers for Commercial Card (Pcard) Transactions

Reassign credit card transaction and create expense reports

Enter Reassign Expense Credit Card Transactions in Search Field

Select Task “Reassign Expense Credit Card Transactions”

Enter your name in Worker Credit Card Field and select OK

Review your transactions needing to be reassigned from your listing of transactions that have posted to your account

In *New Expense Payee field type in the name of person the transactions needs to be reassigned to and select OK
Now Create the Expense Report for the Worker you assigned the credit card transaction to:

Enter Create Expense for Worker in search box

-Select Create Expense Report from Spend Authorization and

-Select credit card transaction from list at the bottom of the page and follow the Create Expense Report (Reallocate Pcard Transactions) Job Aid or How to

Reallocate Credit Card Transactions

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Functional Office Contact for this Page

Kristin Young-Jaramillo

719-587-7526

kristinyoung@adams.edu