Get the free PROCUREMENT CARD REVIEW CHECKLIST rev 111308doc

PROCUREMENT CARD REVIEW CHECKLIST INDEX: CARD CUSTODIAN: MONTHS REVIEWED: DEPARTMENT NAME: DATE OF REVIEW: # OF TRANSACTIONS: Y N # 1. Physical appearance of card Verification Wear Signature block

How to fill out procurement card review checklist

1. Start by reviewing the procurement card review checklist provided by your organization or department. Familiarize yourself with the specific sections and categories included in the checklist.
2. Gather all necessary documents and information related to your procurement card activities. This may include receipts, invoices, statements, transaction records, and any other relevant paperwork.
3. Begin filling out the checklist by entering your personal details, such as your name, employee ID, department, and contact information. Provide any other required identification or authorization details as specified in the checklist.
4. Follow the checklist's format to systematically review each transaction made using the procurement card. This may involve verifying the date of the transaction, the vendor or supplier involved, the nature of the expense, and the amount charged.
5. Cross-check the transaction details with the supporting documents you gathered earlier. Ensure that all information matches, including the name of the vendor, the amount charged, and the purpose of the expense.
6. Assess the appropriateness and compliance of each transaction based on your organization's procurement policies and procedures. Determine if the expense was within your authorized spending limits and if it adheres to any specific guidelines or restrictions.
7. Document any discrepancies or issues identified during the review process. This may include instances of unauthorized expenditures, missing documentation, or improper categorization of expenses.
8. If required by your organization, provide explanations or justifications for any questionable transactions. This may involve providing additional documentation, clarifying the purpose of the expense, or seeking approval from appropriate authorities.
9. Complete any additional sections or fields on the checklist, such as comments or recommendations for improvement, as required by your organization's guidelines.
10. Once you have thoroughly reviewed and filled out the procurement card review checklist, sign and date the document in accordance with your organization's procedures.

Who needs procurement card review checklist?

1. Organizations that utilize procurement cards as a purchasing tool.
2. Departments or individuals responsible for monitoring procurement card activities.
3. Auditors or compliance officers tasked with ensuring adherence to financial policies and procedures.
4. Managers or supervisors overseeing the procurement card program and budgeting.
5. Accounting or finance personnel responsible for reconciling procurement card statements and records.

For pdfFiller’s FAQs

How can I send procurement card review checklist for eSignature?

When you're ready to share your procurement card review checklist, you can send it to other people and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail. You can also notarize your PDF on the web. You don't have to leave your account to do this.

How do I execute procurement card review checklist online?

pdfFiller has made it easy to fill out and sign procurement card review checklist. You can use the solution to change and move PDF content, add fields that can be filled in, and sign the document electronically. Start a free trial of pdfFiller, the best tool for editing and filling in documents.

How do I edit procurement card review checklist straight from my smartphone?

The best way to make changes to documents on a mobile device is to use pdfFiller's apps for iOS and Android. You may get them from the Apple Store and Google Play. Learn more about the apps here. To start editing procurement card review checklist, you need to install and log in to the app.

What is procurement card review checklist?

The procurement card review checklist is a list of items that need to be reviewed and verified to ensure proper use of procurement cards.

Who is required to file procurement card review checklist?

All employees who are issued procurement cards are required to file the procurement card review checklist.

How to fill out procurement card review checklist?

The procurement card review checklist can be filled out by reviewing the transactions made with the procurement card and verifying that they are within the approved guidelines.

What is the purpose of procurement card review checklist?

The purpose of the procurement card review checklist is to ensure accountability and compliance with procurement policies.

What information must be reported on procurement card review checklist?

The procurement card review checklist must include details of each transaction made with the procurement card, including date, vendor, amount, and purpose.