Revised:  11/4/2024

Pcard Overview

Standard Payment Cards, more commonly referred to as Pcards, are, essentially, State credit cards.

Pcard activities include reconciling and approving Pcard transactions, disputing Pcard transactions, clearing Pcard dispute charges.

Agency Pcard reconcilers will review transactions (either in in OAKS FIN  or the Pcard Reconciliation Portal) and the associated transaction documentation to ensure that the transaction is valid and authorized. An agency Pcard Reconciler can flag a Pcard transaction as Disputed in OAKS FIN or the Pcard Reconciliation Portal. A transaction should not be approved until the dispute is released.

Pcard transactions are verified and approved in OAKS FIN or the Pcard Reconciliation Portal, this creates a single voucher per cardholder for the transactions with a status of Approved. OAKS FIN automatically runs the budget check process to verify that there is sufficient appropriation and cash to pay for the voucher.