Pay · P-Card

A thousand cardholders, one audit trail.

Bank feeds, receipts, rules, approvals, reconciliation, the audit sample and the GL journal for the whole purchasing card program. Split purchases, blocked and restricted merchant categories and missing receipts are caught as charges arrive.

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P-Card transactions with policy flags and receipt status

Bank files in, level 3 detail

Visa VCF 4.4 and Mastercard CDF3 files (or a CSV export) with line items, merchant location and tax. A file whose trailers do not agree is rejected whole.

Rules on every charge

Split-purchase windows, blocked and restricted MCCs, single-purchase and monthly limits and receipt thresholds, from the policy pack.

Audit that scales

Charges are sampled for audit and the P-Card review agent checks each one against the receipt, purpose, coding and the cardholder's history.

Agent included

P-Card review

P-Card review

Audits sampled card charges against the receipt, purpose, coding and policy; asks cardholders for what is missing and proposes the audit result and any suspension for the program coordinator.

P-Card coordinator decide

How agents work

Capabilities

What p-card does

Receipts

Cardholders attach receipts; Spend reads merchant, date, total, tax and card digits and compares them with the charge.

Approver review

Approvers see each charge with its receipt, flags and coding, and can return or approve it.

Missing-receipt affidavits

Cardholders who lost a receipt file an affidavit, recorded on the charge.

Cards and exceptions

Card limits, allowed MCC exceptions and raised limits per card, with suspensions proposed by the agent and decided by the coordinator.

Trends

Spend, cardholders, flagged charges and violations by month across the program.

GL export

Approved charges become a GL journal for Workday or your ERP.

In the product

A closer look

P-Card trends with spend and rule hits by month
Program trends: spend, flags and violations by month.
Use cases

Jobs it takes off your plate

Audit the P-Card program

Flag splits and blocked merchants as charges arrive and let an agent audit the sample against receipts.

Works with

Accounts payable

Every invoice, from the mailroom to the ERP, read and matched for you.

Payments and treasury

Payment runs that a second person approves and a guard checks first.

Expenses

Employee expense reports that post themselves.

See it on your own invoices

We run a bake-off on a sample of your real invoices and connect to a sandbox of your ERP, so you can judge the results before you sign anything.

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