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Reference Guides

CardQuest

Procurement's goal is to provide CardQuest users with all of the necessary tools to make the transition from Rapid-Recon to CardQuest as seamless as possible. Please take a moment to checkout our reference guides.

Frequently Asked Questions:

  • Goods & Services (pdf)
  • Traveler (pdf)

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How To Guides:

General

  • Quickstart Guide - Travel and Expense Report (pdf)
  • How to Submit an Expense Report in CardQuest (pdf)
  • Advance Workshop Presentation for Administrative Staff (pdf)

Goods & Services

  • How to Create a Goods & Services Expense Report (video)

Travel

  • How to Create a Travel Expense Report (video)

Approver

  • How to Approve an Expense Report in CardQuest (pdf)

Smart Phone

  • How to Submit an Expense Report in CardQuest via Mobile App (pdf)
  • How to Approve an Expense Report in CardQuest via an iPhone (pdf)

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Tips and Shortcuts (pdf)


Audit Rules
(pdf)



 

Monica Marquez
Associate Director of Purchasing Services
(626) 395-2566
monica.marquez@caltech.edu

Muriel Marroquin
P-Card and Travel Manager
(626) 395-6273
muriel.sandoval@caltech.edu