PCard Processing - System Features

This section provides a partial listing of the features incorporated in the PCard System.

General Features

Uses a single integrated database to protect the integrity of your data. As a result, you can enter information and process records without affecting the data in the other systems you use.
Shares the security system provided with other PowerSchool ERP systems and complements this with additional resources for restricting employee access to specified PCard options.
Provides drop-down lists and lookup pages for tableverified fields so that users can quickly search for and select records while entering data.
Allows keeping multiple pages active for entering, searching for, and maintaining records.
Enables you to navigate the system using menus and standard keyboard shortcuts.

Includes a profile option for configuring the system to your organization's needs.
Provides three options for linking the vendors used in your system with the merchants identified in PCard transactions. These links enable you to track 1099 amounts for certain vendors.
Allows you to assign employees to PCards and specify their roles as either administrators, primary cardholders, or card users. Card users share a PCard with a primary cardholder.
Lets you set credit limits for a card and then define separate monthly, daily, and per transaction limits for each cardholder.
Includes an option for setting up a format for "reading" the reconciliation files submitted by your PCard provider. This feature enables you to customize a format to your provider's exact specifications.

Enables cardholders to enter their own receipts for reconciliation against the transactions reported by your PCard provider.
Includes an alternative method for reconciling transactions, one that does not require receipt entry.
Allows you to correct the discrepancies between the data in a newly-imported reconciliation file and the records stored in your system.
Enables you to designate the transactions in a reconciliation file as reconciled or disputed.
Interfaces with the Fund Accounting System for encumbering and distributing the PCard transaction amounts.
Allows you to associate receipts and transactions with existing purchasing orders.
Enables cardholders to identify the products and services associated with their transactions, if your organization uses Purchasing's Commodity List.
Allows you to post reconciled PCard transactions to Fund Accounting's Batch Accounts Payable option.

Enables you to generate reports listing the records associated with each of the system's main processing pages, as well as its reference table options.
Provides options for listing transactions before and after reconciliation.
Provides an additional report option for identifying transactions that exceed the limits specified when assigning cardholders to a PCard.