Cardholders should set a weekly reminder to view the following reports to keep your verifications on track:
ProCard and Ghost Card cardholders: In the Workday search, enter “My Procurement Card Transaction Verifications.” In the pop-up leave the two date fields as they are. In the Verification Status field choose “Draft” and “In Progress.” This will show verifications that were sent back to you or that you started but didn't finish (Drafts). It will also show verifications that are still waiting for approval to know if you need to alert your approvers.
CTA cardholders: In the Workday search, enter R1126. Find a report called “Find Expense Reports.” In the pop-up, along with the Company, enter the following to see Expense Reports that were created, but not fully approved yet:
- Expense Report Status - Draft and In Progress
- Created by Worker - the name of the person who created the ER for CTA Verification.
