Purchasing Card (P-Card) Spend Authorization

Purchasing Card (P-Card) Spend Authorization Request for Pre-Approval of Expenses

Employees

Workday

• Step 1. Type “Create Spend Authorization” in the search bar and select the task.
• Step 2. Complete the Spend Authorization Information section:
  • Company: Will auto-populate.
  • Start/End Date: Dates when expected expenses will be incurred.
  • Description: Description of the spend authorization. For example, “Instructional Seminar.”
  • Business Purpose: Select a business reason in the drop-down.
• Step 3. Complete the Justification field under the Spend Authorization Details section by entering the reason for the expected expense.
• Step 4. Scroll down if necessary and click the Add (+) icon to add an expense item in the spend authorization. Multiple line items may be added in a spend authorization, as needed. Complete all required fields in the Spend Authorization Line section.
• Step 5. Scroll down to the Worktags section and select the Program from the drop-down menu. The Additional Worktags will default. Select the Attachments tab to include any relevant documentation.
• Step 6. Click Submit for manager approval.

Spend Authorization

This job aid walks through the processes of spend authorizations and expense reports.