1 / 11

PCard Basics

PCard Basics. Jeff Sembar. Allowed. eBay (in conjunction with PayPal) Antibodies Paying for luggage for airlines Foreign merchants Conference registration Purchase of work VISA. Not Allowed. Purchase of animals Microwave or refrigerator Hotels Gifts/Donations Alcohol.

tyanne
Download Presentation

PCard Basics

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. PCard Basics Jeff Sembar

  2. Allowed • eBay (in conjunction with PayPal) • Antibodies • Paying for luggage for airlines • Foreign merchants • Conference registration • Purchase of work VISA

  3. Not Allowed • Purchase of animals • Microwave or refrigerator • Hotels • Gifts/Donations • Alcohol

  4. Random PCard ?’s • Can I pay for conference registration that includes: classes, meal, and room? • Can I pay for airline ticket insurance? • When is month end?

  5. Statements All Reporting: • Transaction button • Transaction Detail w/ Page Breaks • Select billing cycle date/card name This will give you the same information as a statement.

  6. Non-Compliance If a transaction was not reconciled or approved, don’t wait for a non-compliance form. • Transactions • Select trans id / is equal to / (trans id #) • Process query / Proceed with query • Click on transaction and enter note depending on role. • Ex: Approved 7/19/10 JS

  7. Lost Invoice • Contact the merchant for a duplicate • If the merchant information is not clear, find them in the merchant profile list and google the name or number to find something about them. • If that fails and a duplicate cannot be obtained on a valid purchase, then a missing receipt form needs to be completed by the cardholder.

  8. Questions? Enhancements? Policy? Issues?

  9. Links http://www.pacs.arizona.edu/Purchasing_Card The links to forms, policies and everything else, is located on the left margin of this page.

  10. Problems with anything else PCard • Contact us! Phone or Email

More Related