I know the name of the cardholder of a P-Card. How do I see how much was spent using that card?
The Cardholder Detail report information on purchases by cardholder name. Below is an image of the searchable items on this report.
To retreive transactions for a specific P-Card, you should enter the last name of the cardholder in the Card Holder Name field. You can limit it by the date by entering starting and ending transaction dates. The format of these dates should be mm/dd/yy
After you have set up the search criteria. You can select the output type, your output destination, and other available options.
This report only provides an Excel output, which will open up in Excel and can be saved on your departments server just as you would any excel document you have created. Be sure the location you are saving the document to is secure.
You can choose to wait for the query to finish running, or you can have it run in the background and you will receive an email link to the completed report when it is finished running.
When you have made all of your selections click on the Run button.
You should be able to answer most questions about carholders use of a P-Card using this report.
If you have any questions please contact the support center at 317-274-4357 option 2 (IUPUI) or 812-855-6789 option 4. The support desks are open weekdays from 7:00 am to 5:00 pm EST.