Get the free Purchasing Card Reconciliation Form - jsu

Click to Reset Form and Erase All Text Jacksonville State University Purchasing Card Reconciliation Form For Accounts Payable Use Only Date Processed Department Name Disputed Claim Total Number of

How to fill out purchasing card reconciliation form

How to fill out purchasing card reconciliation form?

1. Gather all necessary documents and receipts related to the purchasing card transactions.
2. Start by entering the date, your name, and your department information in the designated fields on the form.
3. Review the transactions listed on your purchasing card statement and carefully enter each transaction amount, vendor name, and description in the appropriate columns on the form.
4. Ensure that all transactions are categorized correctly according to your organization's expense categories or account codes.
5. Total up the transaction amounts and enter the sum in the designated field on the form.
6. Attach all supporting documents such as receipts, invoices, or purchase orders for each transaction.
7. Double-check all the information you have entered on the form to ensure accuracy and completeness.
8. Have the form reviewed and approved by your supervisor or another designated authority.
9. Submit the form along with the attached documents to the appropriate department or finance office within the designated timeframe.

Who needs purchasing card reconciliation form?

1. Employees who have been issued a purchasing card to make authorized purchases on behalf of their organization.
2. Departments or individuals responsible for managing and reconciling purchasing card transactions within an organization.
3. Finance or accounting personnel who need to track and monitor expenses and ensure compliance with organizational policies and procedures.

For pdfFiller’s FAQs

What is purchasing card reconciliation form?

Purchasing card reconciliation form is a document used to reconcile the expenses made with a purchasing card, ensuring accuracy and accountability.

Who is required to file purchasing card reconciliation form?

Employees who have been issued a purchasing card and made purchases using it are required to file the purchasing card reconciliation form.

How to fill out purchasing card reconciliation form?

To fill out the purchasing card reconciliation form, employees need to list all the expenses made with the purchasing card, provide supporting documentation, and reconcile any discrepancies.

What is the purpose of purchasing card reconciliation form?

The purpose of the purchasing card reconciliation form is to track and verify the expenses made with the purchasing card, ensuring compliance with organizational policies and procedures.

What information must be reported on purchasing card reconciliation form?

The purchasing card reconciliation form must include details of each expense made with the purchasing card, such as date, vendor, amount, and purpose of the purchase.

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