1. WE’VE GOT YOUR BACK! Approver Tips and Tricks

2. WE ARE HERE TO HELP! PCARD@NAU.EDU PCARD@NAU.EDU

3. CLICK TO EDIT MASTER TITLE STYLE A PPROVER DECISIONS Reconciler is required to VERIFY transaction and provide the public purpose (can be entered by Approver). The rest is up to you and your departmental processes We support and will back your decisions!

4. CLICK TO EDIT MASTER TITLE STYLE C ALLING JPMC Password: NAU#### (Last 4 digits of employee ID) Always use the last 4 of employee ID if asked for SSN Address, phone and email is what was listed on the application…If you don’t know, just ask

5. VIOLATIONS Notification of Violation form on P Card website –http://nau.edu/Purchasing-Card/Forms/http://nau.edu/Purchasing-Card/Forms/ Send completed form in for signature. I will then upload to the transaction in OnBase. Call/Email for advice on issuing violations. Purchasing is not issuing violations for transactions not being verified/approved at this time, however, we can intervene if it is a consistent issue. 5

6. B UDGET ERRORS Check transactions for budget errors. You can filter the budget status to view any errors from your list of Reconcilers. 6

7. B UDGET ERRORS Errors on Grant accounts: –Call Post Award Accounting so they can investigate the error –http://nau.edu/postaward/Who-Manages-my-Sponsored-Project-/http://nau.edu/postaward/Who-Manages-my-Sponsored-Project-/ Errors on State/Local accounts: –Call University Budget office so they can investigate the error Sadie Hutchinson-Athletics/Extended Campus/President’s Alisa Badenhorst-Provost/Research/EMSA Christina Brown-ITS/Advancement/Finance and Admin The same is for any budget reporting errors/questions 7

8. C LOSED TRANSACTIONS To view closed transactions, filter the statement status as “closed” 8 You cannot make any changes to closed transactions EXCEPT you are still able to upload documents to OnBase.

9. H OW TO BECOME AN APPROVER 1. Complete the Approver training in Blackboard –We need the User ID to enroll the potential Approver. 2. Submit an ePass for the Approver role. 3. Send a completed Approver Agreement to Pcard@nau.edu This can be found on the Purchasing Card website.Pcard@nau.edu 9

10. T EMPORARY LIMIT INCREASES We PREFER you pay for goods on your P Card! Requesting temporary increases: –Between $5k-$10k Email Pcard@nau.edu with a copy of the quotePcard@nau.edu –$10k and above Fill out a change request form (found on the P Card website) Email Pcard@nau.edu with a copy of the quote and completed formPcard@nau.edu Change request now requires JFR signature You cannot pay for services with a P Card. –Why? –Exceptions 10

11. A DDING / DELETING SPEEDCHARTS Add/Remove a speedchart from a cardholders account: –Email Pcard@nau.edu with the cardholder’s name and speedchartPcard@nau.edu It is your responsibility to let us know when a speedchart is no longer valid. This is not monitored by Purchasing. 11

12. S WITCHING DEPARTMENTS When a cardholder switches departments, we have the ability to update their information on the same P Card. If you wish for them to obtain a new card, it is your responsibility to ensure Purchasing closes the old card. It will be the responsibility of the new department to request a new card. 12

13. QUESTIONS?