ProCard Attachments

Submitting electronic receipts, e-approvals and ProCard statements is new to most of campus but necessary in the current environment. This is an efficient and consolidated method to submit your statement but also provides you with a great way to track receipts or information when asked questions by management, Accounts Payable, or auditors. The steps below will help you consolidate your documents so anyone who views your statement will find it easy to navigate. Should you have any questions, please contact ap-uploads@csulb.edu or fishelpdesk@csulb.edu.

Use the steps below or reference our on demand training on Combining Attachments & Submitting to CSU ProCard Module (requires authentication through SSO).

  1. Open Acrobat Pro, Acrobat DC, Acrobat XI or similar (Acrobat Reader cannot combine files)
  2. To combine files: Open the Tools tab and select "Combine files".
  3. Add files: Click "Add Files" and select the files you want to include in your PDF. You can merge PDFs or a mix of PDF documents and other file types.
  4. Arrange and delete files (most formats acceptable)
    1. Add the following documents in this order:
      1. Email approval or e-signature from Delegated Approver for ProCard Statement
        If this is generated from email, be certain you print to PDF and do not use the convert to PDF feature as this may impact the AP imaging process.
      2. ProCard Statement
      3. Receipts in transaction date order
    2. Click, drag, and drop to reorder files
    3. Press "Delete" to remove any content you don't want.
  5. Combine files: When you're finished arranging, click "Combine Files".
  6. Save as a PDF file: Name your file and click the "Save" button. That's it.
  7. Upload to CSU ProCard modules:
    1. Select CFS End User Tile
    2. Select ProCard Collection > ProCard Adjustment
    3. Enter the Business Unit, Origin, and your Last Name
    4. In the attachment section,
      1. Select “Add Attachment”.
      2. Select up to 4 attachments for the statement period by clicking the “Browse” buttons. A single attachment can contain the entire statement.
      3. Select “Upload”.
    5. "View" or "Delete" the attachments by using the appropriate buttons.
    6. “Save” the ProCard statement.