Create PCard Expense Report in Chrome River
Allysa Robinson
|
27 steps
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3 minutes
Chromeriver
1
Navigate to [Chrome River](https://app.ca1.chromeriver.com/index#)
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Click "Create"
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Name the Report name PC.username.date, then Click Report Type dropdown. Select PCard Reconciliation.
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Click the "Business Purpose" field. Enter the 5 W's in this area. Who, What, When, Where and Why.
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Click this dropdown. Select an option.
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Click "Save"
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Click: PCard Transaction
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Click "Date" field.
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Click the date the Transaction occurred
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Click the "Search for Allocation" field.
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If You see a recent Allocation that is appropriate for this transaction, select it. If not the fund you need you can search for it.
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Click the "account" field.
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Select the account you need.
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Click "Add Attachments"
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Click "Upload Attachments"
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You should see your attachment in the Attachment area. Click "Save"
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Review that everything looks correct. Click "Submit"
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Click "Submit" - Never Click Pre-Approval for PCard Reconciliation Reports. Pre-Approval button is only for Travel reports.
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Click here.
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Click Home
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Click "Dashboard"
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Click "View All Submitted"
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Click on the Transaction you just submitted.
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Click "Tracking" to review the tracking status.
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You can view who it is currently assigned to. Click this line to see the pending workflow.
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Here You can review the approval routing steps for this Transaction.
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The End. You have completed creating a PCard Expense report and successfully submitted it for approval. Workflow Routing steps are listed.
