Page tree
Skip to end of metadata
Go to start of metadata
Gathering receipts (JG, BK)
  1. After making a purchase, retrieve or create a PDF copy* of the receipt
  2. Name the file TransactionNumber-Vendor-Total
  3. Save the receipt in G:\Acquisitions & Discovery\Serials Unit\ILL Processes\Pcard receipts

*To create a PDF copy of a receipt from a web page:

  1. Click on the menu icon (3 parallel lines) in the top right corner of your browser
  2. Choose “Print”
  3. Choose “Adobe PDF” as your printer
  4. A dialogue box will come up. Name your file and choose the location according to the procedures above.
Reconciling charges (DA)
  1. Navigate to G:\Acquisitions & Discovery\Serials Unit\ILL Processes\ and move all receipts into the “Pcard receipts” folder.
  2. Log in to MyPack Portal and navigate to the PCard Center.
  3. If there are charges to reconcile, navigate to “01 - Reconcile” from the “More Information” drop down.
  4. Click “Go”
  5. Click “Go” in the “View/Upload/Match” column.
  6. Click “Upload”
  7. Click “Choose File”
  8. Navigate to G:\Acquisitions & Discovery\Serials Unit\ILL Processes\Pcard receipts
  9. Select the appropriate receipt and click “Open”
  10. Click “Upload.” Wait for the upload to complete.
  11. Click “Return to Reconcile Transactions” at the bottom of the screen.
  12. Click the icon in the “Redistrib” column.
  13. Type 55691 in the “Account” field.
  14. Click “OK”
  15. Click the “Reconcile” box next to the appropriate charge.
  16. Select “Library Books and Journals” from the “Business Purpose” drop down.
  17. Move the appropriate receipt to the “Uploaded” folder on the G: drive.
  18. When all charges have been reconciled, click “Save” at the bottom of the page.


After uploading a charge in a negative amount, you must also upload the original charge to which the refund applies. To upload multiple files on a single charge, simply hit the "Upload" button again after uploading the first charge.


If you have a charge listed as “INTERNATIONAL TRANSACTION” upload the receipt from the line item above it. Proceed as usual.

Routing statements for approval (DA, CH)
  1. At the close of each billing cycle, select "View statements" from the "More information" drop down menu.
  2. Click the “Route for Approval” button at the bottom of the page.
  3. This will generate a message to the cardholder to review and approve the statement.
  4. Once the cardholder approves, the statement will be routed for final approval by Joe White, Maria Collins, or Phyllis Carpenter.