P-Card Training Information

To receive a P-Card or access to the American Express reconciliation tool, have your Business Manager send an email request to Lori Myers, lmyers7@slu.edu.
User ID's and passwords are provided by Lori Myers

PCARD TRAINING MANUALS
Reviewer Manual - This manual contains step by step instructions on how to review transactions in the Amex P-card reconciliation tool.
Level 2 Card Approver Manual - This manual contains step by step instructions on how to approve and reallocate transactions in the Amex P-card reconciliation tool.
Level 3 BCA Approver Manual - This manual contains step by step instructions on how to approve and reallocate transactions in the Amex P-card reconciliation tool.
Password & Challenge Q&A Manual - This manual describes how to update your Amex reconciliation tool password and challenge question or answer.
Reconciliation Manual Forgotten Password Manual - This manual details what steps to take if you have forgotten your Amex reconciliation tool password.
Reconciliation Tool Export Manual - This manual contains step-by-step instructions on how to use the Amex reconciliation function to extract cycle transaction information.
Reconciliation Tool Search Function Manual - This manual contains step by step instructions on how to use the Amex reconciliation tool search function to narrow P-card transaction views.


PCARD TUTORIALS
Please complete the tutorial and the quiz that follows. The tutorial automatically generates an e-mail message with the quiz results to the Amex program coordinator. The program coordinator will verify that your business managers has submitted a request for a P-card and/or access to the reconciliation tool, and then issue your User ID and password to you.

Reviewer Tutorial - This tutorial demonstrates how to review transactions in the Amex P-card reconciliation tool.
Level 2 Approver Tutorial - This tutorial demonstrates how to approve and reallocate transactions in the Amex P-card reconciliation tool.
BCA Level 3 Approver Tutorial - This tutorial demonstrates how to approve and reallocate transactions in the Amex P-card reconciliation tool.