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Training Tools and References

Cardholder Training Presentations

P-Card Procedures Overview
Training presentation for cardholders, approvers and department staff involved in managing p-card expense

Reconciling P-Card Expense
Training presentation for Works users

Works Quick Guides

Works Cardholder Sign Off-QRG (pdf)
(Quick Reference Guide to complete Works Cardholder sign off and print statement)

Run a Scheduled Works Report on Demand (pdf)

Run Works Cardholder Statement (pdf)
(for specific cardholder if you have multiple cards, deactivated card, or to run review cycle to date transactions)

Cardholder Guides and References

University P-Cardholder User Guide (pdf)
Restricted Merchant Categories for P-Card (pdf)
University Expense Account Codes (expanded list) (xls)
Authorized and Unauthorized P-Card Purchases (pdf)