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Click on each line expense and fill in the appropriate accounting codes. Please refer to Account codes section in this document for reference. The full chart string including any applicable Project codes, MyCodes, Activities and BudRefs must be filled in at the time of expensing each transaction.
You have the option to save the most used chartstring by clicking on “Add as Favorite” below the account code entry portion.
Add the business purpose on the ‘Transaction Notes’ section
Click Review. Proceed to the next expense line and repeat until everything is expensed.
Email all receipts and applicable emails that pertain to the current month expenditures to phyadmin@syr.edu See Interoffice JPMC approval Process for the next steps
- After reconciliation is reviewed and approved, office staff will email the Monthly Transaction Detail page along with the receipts to the credit card holder for digital signature.
- Forward signed form to supervisor to obtain signature.
Supervisor forwards signed reconciliation file to phadmin@syr.edu for process completion.
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