The proxy must be an employee of the University of Louisville, the University of Louisville Athletic Association, or the University of Louisville Research Foundation. Assigning a proxy is optional.
If assigned to a card, the proxy responsibilities in OnBase are attaching receipts/backup documentation, and adding a business purpose. They may also have the added responsibility of ensuring the charges are allocated to the appropriate speedtype and account code. OnBase reconciliation and reallocation of transactions can be performed daily or weekly, but must be completed by the monthly cut-off date. Any charges not reallocated through OnBase by the cut-off date should be corrected using a Journal Voucher.
The proxy must complete the ProCard Policies/Procedures Test with a score of 100% before they can be added to a card.
Temporary employees, including student workers, may be allowed Proxy access on a case-by-case basis and would require approval from the Director of Card Operations prior to the submittal of a ProCard Application or a Role Change Form.
Instructions for OnBase ProCard Reallocation process can be found here.