Number: SOP-CARD-06
Subject: Submitting Expense Reports as an Emburse Enterprise Delegate
Summary: Reconcile a P-Card transaction when the approver and expense owner are the same person.
Source: University Procurement Services
Date of Issue: 03/12/2019
Date of Revision: 05/17/2022
Disclaimer
Rationale
To provide Emburse Enterprise delegates instructions for submitting expense reports to pass the separation of duties test.
Procedure
An Emburse Enterprise delegate, in order to comply with the procurement card policy separation of duties rule, is required to verify and submit expense reports when the P-Card expense owner is also the P-Card transaction approver.
Verify and submit expense reports as an Emburse Enterprise delegate:
- Login to the Emburse Enterprise task at One.iu.edu
- Change users to the expense owner.
- Click to open the unsubmitted report.
- Click to open the expense line item showing the separation of duties violation.
- Review reconciliation to confirm appropriate object code mapping and IU account number are selected.
- Verify the receipt is itemized, legible, that it matches the expense and does not contain critical data (last 4 of the credit card number is acceptable).
- Click the Edit Button.
- Post a comment verifying the expense and receipt in the Comments box.
- Save the changes.
- Repeat steps 4-9 for each expense showing the separation of duties violation.
- Submit the report.