ChargeRx – Card Manager - Processing a TransactionSingle distribution line with additional attachments. Log into the ChargeRx system.

Step 1

Summary information shown is set for All Cards when you log in.

Step 2

To select a specific card to manage, click on the popup list button.

Step 3

Select the card you wish to manage or search for the card by name in the search window.

Step 4

The Summary window will only show transactions related to the selected card.

To manage a new transaction, click on the Manage button on the New Transaction(s) line.

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Step 5

Click on the Select icon to manage transaction.

Step 6

A receipt must be attached to each transaction at this Transaction Summary level.

Click on the Receipt dropdown.

Note: For missing receipts, select Missing and attach the P-Card Missing Receipt form.

Step 7

Select Electronic Copy from the Receipt dropdown.

Step 8

You may now attach a new file or select a previously loaded file by selecting the appropriate radio button.

When New File is selected, click on the Choose File button.

A browse window will open. Select the appropriate receipt to go with the transaction.

Note: Only attach the receipt for this transaction here.

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Step 9

The file name will appear.

To view attachment, click on the Download Receipt paper icon.

To delete the attachment, click on the red x to the right of the file name.

Note: Other documents may be attached to the transaction using the attachment feature in the Distribution section.

Step 10

The full dollar amount and default account information will show for each transaction.

To add a transaction description and/or change the account coding, click on the Edit button.

Step 11

Click on the popup buttons and select the appropriate business purpose, category and account.

Step 12

Enter a transaction description. “What was purchase and why.”

Step 13

Click Attach Additional Documents to add documentation.

Examples: A list of attendees consuming food, e-mails and conference forms.

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Step 14

A documents window will open.

Step 15

Select Document Type.

“What is being attached?”

Step 16

Enter a document comment.

Step 17

Select a document source.

Click the Choose File button.

Note: You can attach new documents or attach previously loaded documents by selecting the appropriate radio button.

Step 18

Browse and attach file.

Click Attach Selected File button.

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Step 19

File is now attached.

This file can be selected in the future by clicking on the Previously Loaded File radio button. This step can be repeated until all documents are attached.

Note: This is a handy feature when working with multiple food transactions for the same event or conference travel expenses.

Step 20

Click Return to get back to the Transaction Summary and Distribution window.

Click View Distribution to return to the Distribution only window.

Step 21

Click Get Approval to send transaction to the approver set for this cardholder.

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