Charge maintenance
After bank charges are released using Procurement Card Invoice and Release, you must maintain them. Using Procurement Card Charge Approval, you can approve, dispute, close, reject, or change detail for a bank charge. Comments can be attached to the charge by clicking the button.
These tasks are part of the process for maintaining charges:
- Approve the bank charges
- Close the charges. This is performed by the administrator.
- If charges are incorrect, then the administrator rejects the charges. The cardholder reviews them, creates changes, and approves them.
During setup, you decided on these important options, whether to automatically approve charges or automatically close charges after they are approved. On Procurement Card Setup, if you select auto approval and auto close, then you cannot maintain charges using Procurement Card Charge Approval .