Washington State University PCard Training Classes and Resources

Instructor Lead Training Classes

To register, click on the hyperlink above or login to the HRS training system HERE and search for the keyword “purchasing”.

Detailed info on the classes.

Their respective handouts can be found below

  • Purchasing Card: New Cardholders (2 hours / 1 session typically scheduled each month)
    This course is the required training for participants in the WSU Purchasing Card Program.  Account Reconcilers are strongly encouraged to attend and attendance is required of all new Cardholders. Purchasing Card Applications are available here.

  • Purchasing Card: Reconcilers and PaymentNet Users (1.5 hours / 1 session typically scheduled each month)
    Required for staff members new to PCard reconciliation responsibilities and recommended for experienced PCard Reconcilers. 

    • The course content includes:
      • The role and responsibilities of the PCard Reconciler.
      • Organizing and maintaining PCard documentation.
      • An overview of budget coding elements used for transaction reconciliation.
      • PaymentNet4 basics, such as: system set up, access, reconciling transactions, and reporting.
      • PaymentNet4 deep dive into more advanced topics, such as: tax, coding splits, transaction queries, and restricted transaction reporting.
      • Tips and tricks for: checking the balance on cards, looking up declines, identifying disputes, and submitting fraud cases.
    • Course Materials Training Packet | Training Packet (Large Print) | BPPM 70.08

  • Purchasing Card: Approving Official Overview (1 hour / 1 session typically scheduled each quarter)
    Individuals who provide oversight of purchasing card usage at the department level are designated as the ‘Approving Officials.’  In this overview course, the Approving Official will learn the three participant roles and their respective responsibilities, the policy and process for purchasing, reconciliation and documentation, the prohibited purchases and the consequences of misuse.

Delegated Users’ Training