• Individual Purchasing Card (P-Card): A university-liability credit card issued to a UW–Madison employee for business-related purchases <$5,000 reconciled through the Expenses module. The card is assigned to a specific UW-Madison employee and may only be used by that individual.
• Department Purchasing Card (P-Card): A university-liability credit card issued to a UW-Madison employee which can be used by both the cardholder and other authorized purchasers for business-related purchases < $5,000 reconciled through the Expenses module.
• Shared Liability/Corporate Card: Individual-liability credit card issued by U.S. Bank to a UW–Madison employee for business-related purchases.  

Before submitting, ensure the expense is allowable, budgeted, and adheres with policy. 

How to Obtain and Manage a Purchasing Card

• Request a Purchasing Card (individual or department)
• Request a Shared Liability/Corporate Card
• Request a Change to a Purchasing Card (credit limit, personal information)

Setting Up Access to Submit Expenses on Behalf of Someone Else (Expense Data Entry Specialist)

If you need any security roles, including Expense Data Entry Specialist (EDES), to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.  

 To check your current security role access: 

1. Click on the Employee Lookup tab in Tableau.
2. Enter your name in the legal name field (last name, first name).

To find your department/unit’s Workday Role-Based Access Requester:  

1. Go to your Workday profile and click "Job” in the left navigation menu.
2. Click “Support Roles” in the top header. 
3. In the Assignable Role column, scroll to find the Role-Based Access Requester. 

 See the How section for Workday job aids on reconciling card expenses for someone else.