Certification

The certification process verifies the accuracy and compliance of all transactions within a billing cycle.

PCard Certification Prerequisites:

• All transaction modifications completed.
• All funding allocations verified.
• Billing cycle status: Closed.
• All supporting documentation attached.

Step-by-Step Certification Instructions:

1. Access Certification Screen:
   • Navigate to the billing cycle view.
   • Verify that all transactions appear correct.
2. Initiate Certification:
   • Locate the "Certify" button at the bottom of the screen.
   • Click to begin the certification process.
   • The system displays the certification disclaimer.

Review Disclaimer:

1. 1. Read the entire certification statement.
   2. Review cardholder responsibilities.
   3. Verify understanding of terms.
   4. Confirm policy compliance.

Comment Section Guidelines (if applicable):

1. 1. Document policy exceptions.
   2. Explain unusual purchases.
   3. Note business justifications.
   4. Record special circumstances.
   5. Reference relevant approvals.

Final Certification:

1. 1. Review entered comments.
   2. Click the "Certify" button.
   3. The system processes certification.
   4. Transactions become a permanent record.
   5. A confirmation screen appears.

Post-Certification Revision Process:

1. Initiate Changes:
   • Select the "Uncertify" option.
   • The system unlocks certification.
2. Modification Steps:
   • Make required adjustments.
   • Review updated information.
   • Verify the accuracy of changes.
3. Review Status:

• • The system displays the revised certification status.
  • Confirm changes recorded.
  • Verify new status indication.
  • Records are archived in the system.

Post Certification

After online certification, physical documentation must be submitted.

1. Obtain Authorization:
   • Secure supervisor signature.
   • Supervisor signature is required on all certifications.
2. Submit Documentation:
   1. Attach the signed certification page.
   2. Include all supporting materials.
   3. Confirm package completeness.