PCard Basics Jeff Sembar. Allowed eBay (in conjunction with PayPal) eBay (in conjunction with PayPal) Antibodies Antibodies Paying for luggage for airlines.

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Presentation transcript:

PCard Basics Jeff Sembar

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

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

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

Statements All Reporting: 1. Transaction button 2. Transaction Detail w/ Page Breaks 3. Select billing cycle date/card name This will give you the same information as a statement.

Non-Compliance If a transaction was not reconciled or approved, don’t wait for a non-compliance form. 1. Transactions 2. Select trans id / is equal to / (trans id #) 3. Process query / Proceed with query 4. Click on transaction and enter note depending on role. 1. Ex: Approved 7/19/10 JS

Lost Invoice Contact the merchant for a duplicate 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 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. 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.

Questions? Enhancements?Policy?Issues?

Links The links to forms, policies and everything else, is located on the left margin of this page.

Problems with anything else PCard Contact us! Contact us! Phone or