Charge maintenance
After bank charges are released using , authorized users review, approve, reject, close, or update procurement card charges.
Depending on the procurement card program configuration, charges can require multiple approval levels before final processing. Users review the approval history and transaction comments to support procurement card audit and compliance processes.
Comments and supporting transaction information are maintained throughout the approval process. Approved charges are closed for final processing, while rejected charges can be updated and resubmitted for approval.
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 the charges, creates changes, and approves.
During setup, you selected whether to automatically approve charges or automatically close charges after approval. If you select and on the page, you cannot maintain charges in .