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ECC P-Card Scheme

ECC P-Card Scheme. How to load and attach a receipt. How to load and attach a receipt Scan in your receipts and save on to your computer. Log in to Spendvision. Click P-Cards Statement. How to load and attach a receipt Click Manage Receipt Images.

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ECC P-Card Scheme

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  1. ECC P-Card Scheme

  2. How to load and attach a receipt

  3. How to load and attach a receiptScan in your receipts and save on to your computer. Log in to Spendvision.Click P-Cards Statement.

  4. How to load and attach a receiptClick Manage Receipt Images.

  5. How to load and attach a receiptAny receipts that have already been loaded will be shown here. Click Upload New Image, which will always appear in the top left corner.

  6. How to load and attach a receiptClick Browse to search for your image. Please remember images need to be PDF, JPG, GIF, or TIF and less than 5MB in size (preferably PDF).

  7. How to load and attach a receiptSearch for your saved receipt image and double click on the file name.

  8. How to load and attach a receiptThe file name will appear in the box.Click Upload File.

  9. How to load and attach a receiptYou will see a pop up box showing the transactions for that statement period.Clickon the transaction you want to attach the receipt to.

  10. How to load and attach a receiptThe transaction you have selected will be highlighted blue and there will be a paperclip symbol on the left hand side. Click Save. The receipt has been loaded and attached to the transaction.(If you click on the wrong transaction click on that transaction again to unselect it and click on the correct transaction remembering to check it is highlighted in blue then click Save).

  11. How to load and attach a receiptAfter clicking save you will return to the Receipt Image page. DO NOT DELETE ANY RECEIPT IMAGES.

  12. How to load and attach a receiptOn the Account Statement page check there is a Yes in the Image column next to each transaction. This means you have loaded and attached the receipt correctly. By close of statement period you need to have a Yes against each transaction in the Image column.

  13. To check if a receipt has beenattached to a transaction

  14. To check if a receipt has beenattached to a transactionLog in to Spendvision. Click P-Cards Statement. Click Manage Receipt Images. Click Linked Transactions against the receipt you wish to check.

  15. To check if a receipt has beenattached to a transactionThe transaction highlighted in blue is the transaction linked to that receipt.

  16. To check if a receipt has beenattached to a transactionIf there are no transactions highlighted blue you have NOT attached the receipt image to a transaction and will be in breach of the policy. You will need to click on the appropriate transaction and click Save.

  17. To check if a receipt has beenattached to a transactionOn the Account Statement page check there is a Yes in the Image column next to each transaction. This means you have loaded and attached the receipt correctly. By close of statement period you need to have a Yes against each transaction in the Image column.

  18. VAT Receipt Tick Box If you have a receipt that shows VAT you must ensure that you have placed a tick in the VAT receipt tick box. This is to enable ECC to claim back the VAT on behalf of your team. The amount of VAT goes back to your team’s budget. If you do not tick this box for receipts showing VAT Spendvision will not know to reclaim the VAT and you will be in breach of the Policy. Therefore your team will be paying additional money for goods and services.

  19. VAT Receipt Tick BoxAfter coding your transaction on the Transaction Details screen you must click in the box by VAT Receipt if you have attached a receipt showing VAT.

  20. VAT Receipt Tick BoxThe box will show a green tick and Spendvision will be able to claim back the VAT.

  21. VAT Receipt Tick BoxOn the Account Statement page check there is a Yes in the VAT Receipt column next to each transaction if you have attached a receipt that includes VAT. This means Spendvision will be able to claim back the VAT. By close of statement period you need to have a Yes against each transaction in the VAT Receipt column for all transactions that include VAT.

  22. Further Help Barclaycard 0844 822 2160 Lost and Stolen Cards Card or PIN enquiries Fraud P-Card Admin 01245 437708 (ednet 51708) Purchasecard@essex.gov.uk Use of P-Card Spend Vision 22

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