University Card Approval
Each PCard has an approver specified who is tasked with approving all transactions for a given PCard. The approver may not be the cardholder or the verifier for that PCard. The approver will review the submitted verification report, ensuring all transactions are in compliance with university purchasing policy and that the justification is complete and all needed documentation is attached. The approver should also check that the charge has been verified to the correct string.
Approvers are responsible for the following items:
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Reviews card transactions in the Oracle Financials system
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Ensures all transactions are legitimate business expenses and have proper business justifications
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Confirms all transactions are in compliance with university purchasing policies and procedures, as well as any department-specific guidance
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Reviews transactions for proper business justifications and ensures required receipts and documentation have been entered in the Oracle Financials system
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Cannot be the cardholder or the verifier
Card Approvers must complete University Card Approval training prior to approving purchases.
Card Approval Training
Card Approval Training Plan
Optional Training
Optional Training
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- Introduction to Purchasing (E-Learning)
- Purchasing Card (PCard) Training (E-Learning)
- Travel Card Training (E-Learning)
- HazMat PCard Training (Instructor Led)
- DOT Hazardous Materials Receiving
- Lab Safety and Hazardous Waste Training if you will be working with hazardous materials in a laboratory setting
- Hazard Communication Training if you will be working with hazardous materials in a non-laboratory setting