Update Your Information - Cardholder
As a cardholder, the system allows you to:
- Update your first and last name and your email address
- View but not update the names of the people responsible for reviewing and verifying your receipts submissions
- Update whether or not you want to receive an email alert if a reviewer has returned a receipt to you for revision.
Here’s how:
- Click on your Name in the top right corner of the application window.
A menu displays to the left side of the window. By default, the My Information tab displays.
- You may update your First Name, Last Name, and/or Email address.
- If you want to Opt out of Emails for returned expenses, checkmark the box.
- Decide what you want to do:
- Click Save. A message displays to confirm the changes.
- Make no changes. Click on any other menu or tab option in the application to exit the My Information tab. Your changes will not be saved.
Update Your Cost Objects
You can give nicknames to your cost objects. Can be a useful shortcut for entering cost object numbers for receipts.
- Click on your Name in the top right corner of the application window. A menu displays to the left side of the window. By default, the My Information tab displays.
- Select Cost Objects to view the list of your cost objects.
- Decide what you want to do:
- Create a new cost object nickname: Click New. In the Edit Cost Objects dialog, enter the cost object Number and Nickname, then click Save. The pair will now be added to the list of your cost objects.
- Change a cost object nickname: Select the cost object nickname and click Edit. In the Edit Cost Object dialog, make your changes and click Save.
- Delete a cost object nickname: Select the cost object nickname and click Delete. A message displays after you to confirm your intent. Click OK to complete the deletion.
- Make no changes. Click on any other menu or tab option in the application to exit the My Information tab. Any changes made will not be saved
Return to PCard Receipt Capture for Cardholders topics page.