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U.S. International Trade Commission Purchase Card Handbook Office of Procurement May 2015 Contents PURPOSE ..............................................................................................................................

How to fill out purchase card handbook

How to fill out a purchase card handbook:

1. Start by gathering all necessary information such as the organization's policies and procedures related to the purchase card program.
2. Review the purchase card handbook template provided by your organization or create one if it doesn't exist.
3. Include a section that outlines the purpose and objectives of the purchase card program.
4. Clearly state the responsibilities and expectations of both the cardholder and the approver in separate sections.
5. Provide detailed instructions on how to apply for a purchase card, including any required forms or documentation.
6. Explain the process for using the card, including preferred vendors, spending limits, and any restrictions.
7. Include a section on record-keeping and documentation requirements, such as receipts and monthly statements.
8. Outline the proper procedure for reporting lost or stolen cards and the steps to take if fraudulent activity is suspected.
9. Include information on training and continuous education opportunities for cardholders to ensure compliance with policies and regulations.
10. Proofread and review the completed purchase card handbook for accuracy and clarity.

Who needs a purchase card handbook:

1. Organizations that have implemented a purchase card program for their employees can benefit from having a purchase card handbook.
2. This handbook serves as a guide for cardholders and approvers, ensuring that they understand the policies and procedures associated with using the purchase card.
3. Cardholders, who are individuals authorized to use the purchase card for business-related expenses, will find the handbook invaluable as a reference for proper card usage.
4. Approvers, typically managers or supervisors, need the purchase card handbook to understand their role in reviewing and approving cardholders' expenses.
5. Administrators responsible for managing the purchase card program within the organization can use the handbook as a resource for setting up and maintaining the program.
6. Auditors or compliance officers may also refer to the purchase card handbook to ensure that all transactions are in line with established policies and regulations.

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What is purchase card handbook?

The purchase card handbook outlines the policies and procedures for using purchase cards in a specific organization.

Who is required to file purchase card handbook?

All employees who are issued purchase cards are required to comply with the purchase card handbook and follow the guidelines.

How to fill out purchase card handbook?

Employees must read the purchase card handbook thoroughly and abide by the procedures outlined in the document.

What is the purpose of purchase card handbook?

The purpose of the purchase card handbook is to ensure proper use of purchase cards, manage expenses effectively, and maintain financial control.

What information must be reported on purchase card handbook?

The purchase card handbook should include details on how to request a purchase card, how to use it, guidelines for documenting purchases, and the process for reconciling statements.