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Purchasing Card Attachments in Budget Manager

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Purchasing Card attachments in Budget Manager Inquiry

What we’re doing:

Documents attached to purchasing card transactions are now viewable in Budget Manager Inquiry

Why we think you’ll like it:

Access to Purchasing Cards supporting documentation and receipts in Budget Manager provides a one stop shop experience, saving users time.

Learn more:

To activate this feature, navigate to Tools > Security & Setup > Profile Maintenance – Tabbed

  1. Select the BMW tab

  2. In the field ‘Document type code for P-CARD from Document Storage’ enter the value FIN_AP_INVOICE

  3. Click Update

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