University Card Approver Training

This class provides detailed information on the roles and responsibilities of the university card approver. The course covers reviewing card transactions, receipt examples, and proper business justifications in the Oracle Financials system. Approvers learn to define legitimate business expenses and ensure transactions are in compliance with university purchasing policies.  This course is required prior to individuals being assigned to approve who are university card approvers.  

Prerequisite

• None

Course Materials

• Billing Inquiry Form [.pdf]

• CMU Tax Exemption Form [.pdf]

• Missing Receipt Form [.pdf]

• Note: Completing this training does not satisfy the training requirements to gain access to the Oracle Internet Expenses - Procurement Card Application. If you are a cardholder or delegate who needs to verify PCard transactions by submitting a purchasing card verification report (PRC), see the Oracle Internet Expenses (IE) training plan.