Revised:  10/29/2024

The Pcard holders can add documents supporting for their purchases to the Pcard Reconciliation Portal before the transaction is received from the bank.

Steps

1. https://pcard.obm.ohio.gov

2. Select Transaction Management. 

3. Locate a transaction that displays Last Action: New from Bank.
   • You will need the merchant, transaction date and amount for the following steps.
4. Select Preload Documents.

6. Click Add.

7. Enter the Merchant Name, Transaction Date and Amount.

8. Enter an Item/Service Description. 

9. Add a file (this may be an invoice or receipt).

10. Click Submit.

    • The document will move to the Transaction Documentation Repository with the entry displayed.