Useful details online Tutorials

Want to manage your p-Card accounts 24/7 online? It is easy with BMO/Harris’s powerful tool – details online. Below are tutorials for some of the reports and p-Card management tools that are available on details online. The majority of these reports can only be done by the p-Card Administrator.

How to Create a New User/Change Password
Set up a new user or change/reset a users password.

How to View a User
An easy place to begin. Look up any of your users, see their limits and restrictions, change information, and watch their usage.

How to Change a Credit Limit
Do you need to increase a credit limit on a card? It’s easy.

How to View /Print a Statement
Want to print statements for your staff, or would you like to look at a card user activity? This is the report for you.

How to Reconcile an Account
Learn how to reconcile your accounts online, and then train your staff. The best part is you can export all the information to use in your accounting.

How to Add a Split
For use with the above report. You can split a charge into different GL codes.

How to Run a Usage Report
Run this report to gather all the reconciled reports into one excel file. Or use it to pull up card users and their charges per merchant. The possibilities are endless.

How to Upload a Chart of Accounts

Sample Procedure Manual
Please use this Procedure Manual as a guide to creating your own manual. Before you implement any manual for p-Card use please be sure you are in compliance with state law and school board policy. This manual is only a sample.