Accounts Payable

PCard Training Classes and Resources

Instructor Lead Training Classes

1) Purchasing Card: New Cardholders

2) Purchasing Card: Reconcilers and PaymentNet Users

3) Purchasing Card: Approving Official Overview

 

To register, login to the HRS training system HERE and search for the keyword "purchasing". Look for the ILT classes in the results. 


Detailed info on the classes and their respective handouts can be found below

Purchasing Card: New Cardholders (2 hours / 1 session typically scheduled each month)
This course is the required training for participants in the WSU Purchasing Card Program.  Account Reconcilers are strongly encouraged to attend and attendance is required of all new Cardholders. Purchasing Card Applications are available here.

Course Materials Training Packet | Training Packet (Large Print) | BPPM 70.08 


Purchasing Card: Reconcilers and PaymentNet Users (2 hours / 1 session typically scheduled each month)
Recommended for staff members new to PCard reconciliation responsibilities and also recommended for experienced PCard Reconcilers.  The course content includes:
- The role and responsibilities of the PCard Reconciler.
- Organizing and maintaining PCard documentation.
- An overview of budget coding elements used for transaction reconciliation.
- PaymentNet4 basics, such as: system set up, access, reconciling transactions, and reporting.
- PaymentNet4  advanced topics, such as: tax, coding splits, transaction queries, and restricted transaction reporting. 

 

Purchasing Card: Approving Official Overview (1 hour / 1 session typically scheduled each quarter)
Individuals who provide oversight of purchasing card usage at the department level are designated as the 'Approving Officials.'  In this overview course, the Approving Official will learn the three participant roles and their respective responsibilities, the policy and process for purchasing, reconciliation and documentation, the prohibited purchases and the consequences of misuse.


 

Delegated Users' Training 

Handout for departmental training of Delegated Users
To obtain Powerpoint slide presentation email purchasing.card@wsu.edu

Guidelines for Delegated Use of Purchasing Cards

 

 

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