Update a User's Default PCA or Index
When transactions made by a user are uploaded to P-Card, they are automatically coded with the default PCA or Index that you assign to that user. You can update the user’s default PCA or Index, and view which users are currently assigned a given default PCA or Index or approval PCA or Index.
To see a list of PCAs or Indexes used in P-Card, from the Admin screen, click Edit next to a user’s name, and then click Choose Default PCA (or Index). You can also run a User Report in the Reports section of P-Card to see a list of users and their settings.
On the P-Card main menu, select Admin, and then click the Edit icon next to a user’s name.
Figure 1 - Edit icon
The user's profile will open. This is displayed in four sections: the user information, user roles (or security), P-Card details, and default and/or approval PCA or Index assignments.
Figure 2 - User profile
1. Select Choose Default PCA or Choose Default Index (the choice displayed depends on your agency structure) to assign a default PCA or Index.
2. Click Select next to the Index or PCA you want to assign to user. The existing Default PCA or Index will be replaced with the new one. (If you do not see any PCAs or Indexes, verify that the BFY is current on the Agency screen.)
Figure 3 - Default PCA or Index
3. When you are finished, click Save at the top of the profile screen.
Figure 4 - Save