Number: SOP-CARD-06
Subject: Submitting Expense Reports as a Chrome River 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 Chrome River delegates instructions for submitting expense reports to pass the separation of duties test.
Procedure
A Chrome River 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 a Chrome River delegate:
- Login to the Chrome River 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.