Purchasing Card
Document |
Description |
Reconciler/ Approver |
Cardholder |
---|---|---|---|
Information for prospective cardholders about obtaining a card |
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X |
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Describes how to obtain security access for approver functions |
X |
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Document | Description |
|
Cardholder | |
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PCard Policy and Procedure Training |
This training/refresher program offered via ZOOM is recommended for new approvers Upcoming sessions: September 1, 2022; 1:30 - 3:00 November 3, 2022; 8:30 - 10:00 February 2, 2023; 1:30 - 3:00 April 6, 2023; 8:30 - 10:00 Registration: Link
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X |
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Document |
Description |
Reconciler/ Approver |
Cardholder |
---|---|---|---|
Completed by individuals who suspect unauthorized charges; must be filed with PNC Bank within 60 days from date of purchase. |
X |
X |
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Purchasing Card Support Form |
X |
X |
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Used if a cardholder lost or cannot obtain the receipt; requires the appropriate approvals before the transaction can be reconciled |
X |
X |
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Purchasing Card Limit Increase Request Form |
Used if a cardholder's limits need to be permantley increased beyond policy maximum or when requesting a new Travel Arranger card.
For instructions on how to complete an electronic signature, please see this tutorial. |
X |
Document |
Description |
Reconciler/ Approver |
Cardholder |
---|---|---|---|
Describes receipts require, steps to take to obtain receipts, how to handle credits and duplicate transactions, and lost receipts |
X |
X |
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Online system for purchasing - makes process of purchasing much easier, no receipts, receiving reports or Pcard support form required |
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X |
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Group Meal Information & Form | Documentation for group meal form and information | X | X |
Provides regulations to be observed in using the Purchasing Card |
X |
X |
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Provides procedures for management of the use of the Purchasing Card (PC2009) |
X |
X |
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Includes answers to questions regarding access, use of card, and lost or stolen cards |
X |
X |
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Reviews the procedures for year-end processing of Purchasing Card transactions |
X |
X |
Document |
Description |
Reconciler/ Approver |
Cardholder |
---|---|---|---|
Purchasing Card Coordinators and PNC Bank |
X |
X |
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Instructions on how to subscribe to the Purchasing Card Reconciler listserv |
X |
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