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Completing the following steps before starting your P-Card transaction verifications will make the process more efficient.
1) Know how to obtain your bank statement electronically
1) Know how to obtain your bank statement electronically
As part of reconciling your P-Card purchases in Workday, you will need to upload your bank statement. While you can wait for the paper statement from the bank, we recommend that you learn how to access your electronic bank statement. This will allow you to upload it promptly in Workday and avoid any risk to your P-Card privileges.
This page contains instructions for how to obtain your electronic bank statement.
2) Know how to scan receipts electronically
2) Know how to scan receipts electronically
As part of verifying your P-Card purchases, you will need to upload electronic copies of your receipts to Workday. You may also take photos of your receipts, as long as they are legible and complete.
Use these instructions to scan paper receipts from a Res Life copier.
3) Complete the required Elevate training courses for P-Card holders
3) Complete the required Elevate training courses for P-Card holders
Go to the Workday On Demand training courses.
In General Audience courses enroll in:
a. Introduction to Workday
b. Finding and Viewing Reports in Workday
In Finance courses enroll in:
a. Procurement Cards (P-Cards) in Workday
Updated October 30, 2024
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