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Create a Delegation

The Cardholder, Reconciler, Approver, and Department Card Manager (DCM) can create a delegation. There are measures in the P-Card software that will not allow the creation of a delegation if it enables a Cardholder to reconcile or approve their own transactions.
 

  1. Login to the P-Card Software.
  2. Select Delegate from the File menu.

    NOTE: In the Delegation Set Up screen, the name(s) of the established delegates are listed under Active Delegations.

  3. Enter only the person’s last name (case sensitive) in the Name (Last, First): field to find an employee.
  4. Click the Find button.
  5. Click the Load icon that corresponds with the employee’s name.
  6. Enter the start date in the Start Date: field for when the delegation will begin.
  7. Enter the end date in the End Date: field for when the delegation will end. If this field is left blank, the delegation will be ongoing.
  8. Click the Add Delegation button.
  9. Repeat steps 3 through 7 to add more delegates.
  10. Select Log Off from the File menu.

Please contact UPAY Card Services if you have any questions.

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Last Updated: June 13, 2018

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