​P-Card Manual

Administrative Tasks

Set Up Your Agency

Add a New User

Add a Group Name (Group Card)

Maintain (Update) P-Cards or Proxy Verifiers

Add Outstanding Credit Cards or Missing Transactions

Posted Pending Process and Posted Pending Adjustments

Causes for Missing Transactions

Unable to Import Outstanding Transactions

Transmittals or Transactions Locked or Not Uploaded to STARS

When a P-Card is Lost, Stolen, or Replaced

Merchant or Vendor Does Not Accept a P-Card

P-Card Rebates

Administrative Tasks - Update a User

Inactivate or Reactive a User

Update a User's P-Card

Change a User's Role

Make a User a Proxy Verifier

Update a User's Default PCA or Index

Update a User's Approval PCA or Index

Update a User's Location Codes

Update Multiple Users' Default PCA or Index

Update Multiple Users' Approval PCA or Index

Update Multiple Users' Location Codes

Reconcile P-Card

Reconcile P-Card with Your Bank Statement and Pay the Bank

How to Avoid P-Card Batch Errors in STARS

Adjustments to Expenditures or Payments

Fiscal Year End Payment Process

Verify Transactions

Verify Transactions

Split Transactions to Apply Different PCAs or Other Fiscal Coding

View and Reprint Transmittals

Transmittals or Transactions Locked or Not Uploaded to STARS

Change Fiscal Coding After a Transmittal Has Been Printed

Attach Scanned Documents

Approve Transmittals

Approve Transmittals

Unable to Approve Transmittals or Transactions

View and Reprint Transmittals

Split Transactions to Apply Different PCAs or Other Fiscal Coding

Remove Split Transactions from a Transmittal

Transmittals or Transactions Locked or Not Uploaded to STARS

Attach Scanned Documents

Fiscal Coding

Update Transaction Fiscal Coding

Search for a Fiscal Code

How to Enter a Credit from a Vendor

Split Transactions to Apply Different PCAs or Other Fiscal Coding

Remove Split Transactions from a Transmittal

Transmittals or Transactions Locked or Not Uploaded to STARS

Attach Scanned Documents

Reports

Reports with Cardholder Not Found Message

Reports Available for Auditors

P-Card Reports in IBIS

All Transactions Report

Approver Audit Report

Reconciliation Report

Posted Pending and Potential Posted Pending Reports

Transmittals Not Approved Report

Transactions Not Verified Report

Transactions Verified But Not Assigned a Transmittal

User Report

Pcard Download, Cardholder CH Statement, and Show Users by Default Code Reports