P-Card

Thank you for your interest in the purchasing card (P-Card) application. This user friendly web application is designed to reduce the amount time and effort to process P-Card transactions and to reduce errors. The application also provides a method to reconcile processed transactions to the bank statement.

User Manual documents are in PDF format. If you need software to open PDFs, click here to get Adobe Reader.
Please send any suggestions or corrections scodocumentation@sco.idaho.gov.


P-Card User Manual
06/30/2017  Troubleshooting Printing, Browser Issues, or Adobe PDF Settings 2k
03/07/2007  Updating Your E-mail Address 51k
08/08/2017  State Tax Exemption Forms and Information 51k
08/05/2016  Auditors: View Transactions, Transmittals, and Reports 198k
02/22/2016  Hide details for [<a href="D2FFF01183CC490D87256A8B00650182/$FILE/P-Card-AdministrationOverview.pdf " target="New">]AdministratAdministration Overview 563k
02/18/2016
Set Up Your Agency
02/17/2017
Add a New User
04/12/2016
Add a Group Name (Group Card)
02/10/2017
Hide details for [<a href="10CAA2DDAC8FDBF9872580C3005AAFF9/$FILE/PC-Edit-user-profile.pdf " target="New">]Edit and Update a UsEdit and Update a User's Profile
03/07/2007
Update an E-Mail Address
02/10/2017
Inactivate or Reactive a User
02/10/2017
Change a User's Role
02/13/2017
Update a User's P-Card
02/10/2017
Make a User a Proxy Verifier
02/10/2017
Update a User's Default PCA or Index
02/10/2017
Update a User's Approval PCA or Index
02/10/2017
Update a User's Location Codes
02/10/2017
Update Multiple Users' Default PCA or Index
02/10/2017
Update Multiple Users' Approval PCA or Index
02/10/2017
Update Multiple Users' Location Codes
03/04/2016
Maintain or Update P-Cards or Proxy Verifiers
06/29/2016
Hide details for [<a href="CFE0154BA3816A77872572C00050AC68/$FILE/PC-outstanding-credit-cards.pdf " target="New">]Outstanding COutstanding Credit Cards or Missing Transactions
09/16/2015
Causes for Missing Transactions
07/08/2015
Unable to Import Outstanding Transactions
02/18/2016
Posted Pending and Posted Pending Adjustments
06/05/2012
Transmittals or Transactions Locked or Not Uploaded to STARS
08/30/2016
When a P-Card is Lost, Stolen, or Replaced
02/19/2016  Hide details for [<a href="58B93D57D9A8CCA887256BA7006CE4D5/$FILE/PC-paying-bank-statement.pdf " target="New">]Reconcile P-CardReconcile P-Card and Your Statement, and Pay the Bank 310k
03/04/2016
Hide details for [<a href="D323895C0EB8435087257D4D0059CE2B/$FILE/PC-batch-errors.pdf " target="New">]How To Avoid P-Card BatchHow To Avoid P-Card Batch Errors In STARS
02/22/2016
Subobject 9999
05/18/2016
Adjustments to Expenditures and Payments
03/09/2017
Fiscal Year End Payment Process
07/18/2016
FYE Process Adobe Connect Webinar Recording (MP4 Media)
02/19/2016  Hide details for [<a href="25954F5C0FE3243887256A8B0064E32D/$FILE/PC-Verifier.pdf " target="New">]Verify Transactions[</a>]    Verify Transactions 254k
02/22/2016
Hide details for [<a href="AB81C670B2F0FC94872581D9005C0602/$FILE/PC-attachment.pdf " target="New">]Attach Scanned Documents[</Attach Scanned Documents
09/21/2017
Errors When Adding an Attachment
02/19/2016
Split Transactions to Apply Different PCAs, Indexes, or Other Fiscal Coding
02/22/2016
View and Reprint Transmittals and Add Attachments
02/22/2016
Transmittals or Transactions Locked or Not Uploaded to STARS
06/29/2016
Outstanding Credit Cards or Missing Transactions
02/22/2016
Verify Only Certain Transactions
04/02/2015
Change Fiscal Coding After a Transmittal Has Been Submitted
08/05/2016  Hide details for [<a href="0E1491D610F3277587256A8B0064EF45/$FILE/PC-Approver.pdf " target="New">]Approve Transmittals[</a>]   Approve Transmittals 189k
11/06/2015
Unable to Approve Transmittals or Transactions
02/22/2016
Hide details for [<a href="C79AD6F8A243EC80872581D9005C2F96/$FILE/PC-attachment.pdf " target="New">]Attach Scanned Documents[</Attach Scanned Documents
09/21/2017
Errors When Adding an Attachment
02/19/2016
Split Transactions to Apply Different PCAs, Indexes, or Other Fiscal Coding
02/19/2016
Remove Split Transactions From a Transmittal
02/22/2016
View and Reprint Transmittals and Add Attachments
08/05/2016
Elements of the Approver Screen
02/22/2016  Hide details for [<a href="063BEA6E7D07180887257D15006B62CF/$FILE/PC-fiscal-coding.pdf " target="New">]Fiscal Coding[</a>]     Fiscal Coding 86k
08/08/2016
Fiscal Code Fields and Descriptions
08/05/2016
Search for a Fiscal Code
06/12/2015
Adjustments to Expenditures and Payments
02/19/2016
Split Transactions to Apply Different PCAs, Indexes, or Other Fiscal Coding
09/06/2014
How to Enter a Credit from a Vendor
07/07/2014
How P-Card Transactions Create a Record in the FAS Hold File
02/22/2016
Subobject 9999
09/17/2012  Hide details for [<a href="BD47F1085389BE35872571E20061E695/$FILE/p-card-reports.NET.pdf " target="New">]Reports[</a>]     Reports 649k
05/15/2014
IBIS P-Card Reports
04/16/2014
P-Card Reports: Card Holder Not Found
09/17/2012
Reconciliation Report
09/17/2012
Potential Posted Pending and Posted Pending Reports
05/06/2016
All Transactions Report
06/13/2013
Hide details for [<a href="3B24668E2FE3D17587257A7C006E483E/$FILE/pcard-transactionsnotverified-report.pdf " target="New">]TranTransactions Not Verified Report
06/13/2013
Transactions Verified But Not Assigned a Transmittal
09/17/2012
Transmitals Not Approved Report
08/05/2016
Approver Audit Report
09/17/2012
User Report
04/17/2015
PCard Download, CH Statement, and Show Users by Default Codes Reports
06/12/2015
Reports for Auditors
03/04/2008  P-Card Rebates 20k


If you need additional assistance, please contact our Customer Resource Center at dsahelpline@sco.idaho.gov.

Benefits

User friendly
  • Screens are tailored to display only the necessary data for the verifier, reviewer, and approver functions.
  • Index, PCA, grant, or project codes are automatically validated or you can look them up.
  • You can add descriptive information to clarify transactions.
  • You can split transactions to multiple account codes.

    Less time and effort to process transactions
  • Defaults coding structure for:
  • Provides customized approval levels.
  • Automatically interfaces transactions to STARS.

    Less errors
  • Provides edits to ensure:
    Automatic Reconciliation
  • Fiscal staff can ‘force’ transactions to process into STARS even if they have not completed the verification and review steps. (These steps are still required, they simply happen at a later time.)
  • Online and printable reports are available at any time.