Electronic purchasing card: user guide for card controllers

3. Approving transactions

From the home page click on FinancialAccount and from the drop down menu select “Summary”

In the Search Reporting Criteria page, select –All (Account) and click Search

Click on the cardholder’s name

Using the Reporting cycle, select the cycle you want to review and click Search.

Note: the cycles have been created with the correct ePC dates, for example: February 2018 will cover the 26^th January to the 25^th February.

The search results will show all transactions made within the date range selected. Click on Transaction icon (first icon) to begin the process.

This screen provides all the financial information needed and the approver must ensure that all the codes are correct, there is an accurate description of the purchase and wherever possible there are receipts attached for the purchase.

A. Check that the Accounting Code Information and Description entered by the cardholder is correct. Entering an Expense Description will help all of your ePC hierarchy better understand the nature of the purchase and enable the correct agreed description to be shown on the monthly ePC500 report. You should also check that a receipt has been attached to the transaction, whilst it is not a mandatory requirement, it is best practice to add receipts wherever possible.

If the codes are incorrect you can email the ePC mailbox (epc_mailbox@gov.scot) who will unreview the transactions so the card holder can correct them.

B. Tick the Approved box and then “Save”

Your actions are now complete.