Purchasing Card

Access
Document Description Reconciler/ Approver Cardholder
Purchasing Card Website Information for prospective cardholders about obtaining a card   X
Approver Security Access Describes how to obtain security access for approver functions X  
Document Description Reconciler/ Approver Cardholder
PCard Policy and Procedure Training This training/refresher program offered via ZOOM is recommended for new approvers and is a good refresher for seasoned approvers and Finance Officer. 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 X  
Forms
Document Description Reconciler/ Approver Cardholder
Dispute Form Completed by individuals who suspect unauthorized charges; must be filed with PNC Bank within 60 days from date of purchase. X X
Portrait Form Purchasing Card Support Form X X
Substantiation Form for Lost or Unobtainable Receipts Used if a cardholder lost or cannot obtain the receipt; requires the appropriate approvals before the transaction can be reconciled X X
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  
Reference
Document Description Reconciler/ Approver Cardholder
Acceptable Receipts Describes receipts require, steps to take to obtain receipts, how to handle credits and duplicate transactions, and lost receipts X X
Shop OnLion Online system for purchasing - makes process of purchasing much easier, no receipts, receiving reports or Pcard support form required   X
Group Meal Information & Form Documentation for group meal form and information X X
Purchasing Card Policy Provides regulations to be observed in using the Purchasing Card X X
Purchasing Card Procedure Provides procedures for management of the use of the Purchasing Card (PC2009) X X
Purchasing Site FAQ’s Includes answers to questions regarding access, use of card, and lost or stolen cards X X
Year-End Processing General Rules Reviews the procedures for year-end processing of Purchasing Card transactions X X
Contacts
Document Description Reconciler/ Approver Cardholder
Purchasing Card Contacts Purchasing Card Coordinators and PNC Bank X X
Purchasing Card Reconciler Listserv Instructions on how to subscribe to the Purchasing Card Reconciler listserv X