Frequently Asked Questions
Can I expense a PCard transaction on behalf of someone else (employee/student/ECM)?
Yes, anyone with the Expense Data Entry Specialist (EDES) role can create an expense report on behalf of someone else.
How do I reassign a PCard transaction?
When applicable (e.g., when travel related), a PCard transaction will need to be reassigned to the traveler/payee in order to process an Expense Report. Refer to the Reassigning Expense Credit Card Transactions job aid for steps to follow.
Why can’t I reassign a transaction on my Individual PCard?
Individual PCards are not enabled for reassignment in Workday. Individual PCards are not intended for shared use and should only be used for the business or travel expenses of the Cardholder. Contact the PCard Office for assistance.
Should I wait to expense a PCard transaction that is awaiting a credit/refund?
No. All transactions should be expensed within 7 business days from the transaction load in Workday.
How do I locate my expense report that has been saved in draft status?
Depending on your role as the payee listed in the Expense Report, you can run either “My Expense Reports" (for those where YOU are the payee) or “Find Expense Report Details – OSU” (for those where someone else is listed as the payee).
How do I expense my PCard transaction if I don't have the receipt?
Policy requires an itemized receipt for all PCard transactions. However, when reasonable effort has been made to recover an itemized receipt, but one could not be obtained, equivalent documentation and an explanation of the circumstances must be provided.