Navigate Application - Verifier

From your web browser go to http://receipts.mit.edu. Once you authenticate through Touchstone, the application opens to the Open Tasks window.

Submit a Receipt options allow you to submit a receipt for yourself or for other cardholders within your authority.

Submit Multiple Receipts offers a quick way to upload multiple, unrelated receipts – each will become its own draft receipt that you can then open and complete.

Views are listed across the top of the application. They are:

• Open Tasks lists receipts that have been routed to you for action- this includes reviews, approvals and returns, and receipts that you have created and saved as draft but not yet submitted to your reviewer
• In Process lists receipts that you have created and submitted for review. It also lists receipts that you have reviewed and either passed along to your verifier or returned to the cardholder.
• Archive lists receipts that have been verified or swept.
• ProCard Transactions allows you to view a list of all unswept SAP transactions associated with you and the cardholders you are authorized to review.

Search Fields display if you click the Toggle Search button. This feature allows you to filter the list of receipts within a view. Learn more in the Search article

Receipts appear on the Open Tasks, In Process, and Archive views. Receipts are listed by Receipt#, from left recent to most recent. You can sort on any column by clicking the header to display a sort indicator, then click on the indicator to perform the sort. Use the Show options to choose how many transactions to display on one screen at time. Use the navigation controls to move back and forth between screens of receipts.

Summary Information - click on a receipt to select it and to view the summary (no information displays here until you select a receipt). Created On date is the date the cardholder created the receipt. Received On is the date the receipt entered your Open Tasks. SAP Document ID and Vendor display only if an SAP transaction has been attached to the receipt.

Workflow History displays a chronological list of the receipt’s status changes:

Reassign is an option that allows you to transfer review responsibilities for the receipt to another reviewer.

Useful Resources:

Return to PCard Receipt for Reviewers topics page.