Get the free PCard Transaction Form

This form is required to record transaction activity and must be completed in its entirety, including original, itemized receipts or equivalent documentation.

How to fill out pcard transaction form

How to fill out PCard Transaction Form

1. Obtain the PCard Transaction Form from your department or the finance office.
2. Fill in the transaction date at the top of the form.
3. Provide details of the vendor or store where the purchase was made.
4. Enter the amount of the transaction clearly in the designated field.
5. Describe the purpose of the purchase in the provided section.
6. Add any supporting documentation, such as receipts, if required.
7. Include your name, signature, and date at the bottom of the form.
8. Submit the completed form to your supervisor or designated approver for approval.

Who needs PCard Transaction Form?

1. Employees who are authorized to use a PCard for business-related purchases.
2. Staff members who need to document their transactions for reimbursement or record-keeping.
3. Any personnel involved in financial reporting or budgeting who requires an account of PCard expenditures.

People Also Ask about

What is the difference between a pcard and a credit card?

Takeaway: P-cards are best for giving purchase power to many employees with restrictions, while credit cards don't give you as much control over how they're used and should only be given to trusted individuals.

What is a pcard transaction?

Sometimes referred to as procurement cards, procards or p-cards, purchasing cards are a type of corporate credit card designed to make the purchasing process easier for companies. These cards can help reduce inefficiencies in traditional purchase processes.

What is the difference between Pcard and TCard?

The PCard is a charge card issued to Cardholders to simplify U of I System authorized small dollar purchases of supplies and small equipment. It is a System-paid, System-liability Mastercard™. The TCard is a charge card authorized by the Department Head.

What is the activation code for the PSU Pcard?

Your activation code is the last four digits of your PSU ID.

How do I activate my p card?

How to Activate Your Procurement Card (Pcard) Contact the bank. Use the phone number that appears on the sticker on the front of your card. Follow the phone prompts to activate your card. If your address is requested, provide the information on your insert. Sign your card. Sign in the space provided. Related Links.

What is a pcard in procurement?

Sometimes referred to as procurement cards, procards or p-cards, purchasing cards are a type of corporate credit card designed to make the purchasing process easier for companies. These cards can help reduce inefficiencies in traditional purchase processes.

For pdfFiller’s FAQs

What is PCard Transaction Form?

The PCard Transaction Form is a document used to report and track purchases made with a procurement card (PCard), ensuring that all expenses are accounted for and comply with institutional policies.

Who is required to file PCard Transaction Form?

Any employee who makes purchases using a PCard is required to file a PCard Transaction Form to document their transactions.

How to fill out PCard Transaction Form?

To fill out the PCard Transaction Form, enter details such as the date of the transaction, vendor name, purchase amount, description of the items purchased, and any relevant account codes. Ensure that all fields are complete to facilitate accurate reporting.

What is the purpose of PCard Transaction Form?

The purpose of the PCard Transaction Form is to provide a clear record of purchases made with a procurement card, which aids in budget tracking, financial accountability, and compliance with procurement policies.

What information must be reported on PCard Transaction Form?

The information that must be reported on the PCard Transaction Form includes the transaction date, vendor name, item descriptions, transaction amount, and account coding for departmental budget allocation.