ctcLink Reference Center9.2 Finance9.2 FIN - PurchasingP-Cards9.2 Search for an Existing PCard Transaction

9.2 Search for an Existing PCard Transaction

Purpose:  Use this document as a reference for how to search for an existing procurement card transaction in ctcLink.

Audience:  Purchasing staff.

You must have at least one of these local college managed security roles:

  • ZZ Procurement Card Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Search for an Existing PCard Transaction

Navigation: Purchasing > Procurement Cards > Reconcile > Reconcile PCard Statement

  1. The Reconcile Statement Search page displays.
  2. Enter Transaction Date. Optional to use additional criteria to refine search.
  3. Select the Search button.
Reconcile Statement Search page

Use the Procurement Card Transactions page to review, manage, and approve procurement card transactions loaded by the Load Statement process. You can view all of the procurement card transactions that you have been granted authority to access on the Cardholder Profile - Card Data: Assign Proxies page.

Procurement Card Transactions page
  1. Select the Merchant Name link to review merchant or preferred supplier cross-reference information, if desired.
  2. Select the Return button to close out the window.
Merchant link
  1. Select the Billing tab.
  2. Use the Description field to review additional information about the goods purchased, if needed.
  3. The Billing Amount field displays the amount billed on the statement line.
  4. Select the Transaction tab.
Review Billing Tab
  1. Select the Line Details button to view the details of the transaction - Scroll through all the tabs to view level 3 data, if needed.
  2. Select the Return button.
Line Details page
  1. Select the Comments icon to view comment text that remains with the associated procurement card transaction line.
Comments page
  1. Select the Distribution icon to view accounting distributions or override defaults for a statement line.
Distribution page
  1. Select the Details/Tax tab.
  2. Review the tax information associated with this transaction, if desired and navigate to the next tab.
Details Tax tab
  1. Select the Asset Information tab.
  2. Review the asset information associated with this transaction, if desired and navigate to the next tab.
Asset Information tab
  1. Select the Statuses tab.
  2. Review the status information associated with this transaction if desired and navigate back to the Procurement Card Transactions page.
  3. Select OK (this will return you to the main page).
Statuses tab
  1. Process complete.


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