TCard verifiers review, organize, and manage outstanding individual and department TCard transactions (those not yet applied to an expense request) in the Expense Requests System (ERS) as they post. This prepares transactions for expense reporting and helps identify errors or potential fraud.
View and Organize Outstanding Travel Card (TCard) Charges
Before You Start
- Ensure you have been granted the TCard Verifier authority privilege in Authority Manager.
- Complete required training including any prerequisite courses.
- Go to Oracle Financials
- Select Login
- Enter SUNet ID and password, if prompted
- Select SU Expense Requests
- Select Travel Card Transactions tab
- Select Outstanding Transactions sub-tab
If you verify multiple TCards, select the appropriate card from the Transactions for Account drop-down menu. Transactions initially appear from oldest to most recent.
- Select a column heading with an arrow showing to sort the list (select the column heading again to reverse the sort order)
- Select Details for a given transaction to view additional merchant details (if any)
- Select Hide to close details
- Use the calendar icon to enter the final date of travel in the Expense End Date field for each related (same trip or event) transaction. (The Expense End Date cannot be greater than 1 year from the Transaction Date.)
Using the same Expense Date supports accurate aging and helps group related transactions.
- Select Save
- Enter Preparer Notes for TCard charges
Use Preparer Notes to identify the payee, trip, activity, or other useful detail. Notes display when charges are selected for an expense report and can be used to sort and group related transactions.
- Select Save
- Select Export to save the list of outstanding TCard charges as an .xlsx or .csv file. Then, select Save file
- Select Printable Page to open a webpage formatted for printing. Use the browser print function to print the page.
What Happens Next?
- Transaction aging is now based on the Expense End Date entered.
- After travel is complete and all related transactions have been reviewed, the verifier or traveler creates the expense request.
- As transactions are applied to expense reports, they are removed from the Outstanding Transactions sub-tab in ERS.