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Administrator Guide
Last Updated: 2023-06-23
Associate a Balancing Worktag with Procurement Card Transactions

Associate a Balancing Worktag with Procurement Card Transactions

Determine the worktag type to use as the balancing worktag for your tenant.
Enable worktag balancing for procurement cards and verification of procurement card transactions.
  1. Access the
    Maintain Worktag Balancing Configuration
     task and specify the
    Worktag Type
    .
    Balancing worktags for procurement cards and verification of procurement card transactions don't require a
    Worktag Balancing Transaction Rule Set
    .
  2. Access the
    Create Corporate Credit Card Billing Account
     task.
  3. In
    Account Details
    , select the
    Balancing Worktag
    .
    You can't update an existing procurement corporate card with existing transactions; you must start with a new corporate procurement card.
When workers verify procurement card transactions, you must enter the balancing worktag from the
Worktags
 prompt.