This service allows departments to do their own P-Card purchasing but provides reconciliation at the end of each month. We work closely with you to verify receipts and other P-Card documentation match the P-Card Holder Statement and meet compliance and auditing standards.
P-Card Light Service Process Flow
Printable/downloadable P-Card light service process flowchart (PDF)
- Department places and manages orders with suppliers.
- Department submits funding information file to Shared Services.
- Shared Services downloads receipts from vendors and uploads to shared folder.
- Shared Services updates (>weekly) BofA Works lines – funding string and business reason (Shared Services has permissions granted).
- Shared Services reconciles Works statement to receipts (confirm receipt is in folder).
- Shared Services signs off and submits for approval in Works (monthly).
- Department completes internal review.
- Department reviews and approves in Works.
- Department gets expense authorizer signature.