Accessing PCard Draft Report

Overview

This article provides detailed instructions for accessing a saved PCard draft report when verifying a transaction.

Details / Instructions

Accessing a PCard Draft Report for Yourself

  1. In the Workday homepage search bar, type in My Procurement Transaction Verifications and select the report.
  2. You can skip entering information in the pop-up window and click OK.
  3. A list of procurement card transactions will show. Find the draft report and select the three dots next to the blue hyperlink.
  4. Click Procurement Card Transactions to finish editing the draft report.

 

Accessing a PCard Draft Report For an Employee

  1. On the Workday homepage, click on the task icon on the top, right side.
  2. Under All Items, click on the task highlighted in yellow labeled Procurement Card Transaction Verification
  3. On the task, select the blue hyperlink on the right side under Review Procurement Card Transaction Verification. 
  4. Select Revise

See Also

Processing PCard Transactions

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This guide provides detailed instructions on how to process Procurement Card (Pcard) transactions in Workday.