Get the free MONTHLY P-CARD ACTIVITY REVIEW AND APPROVAL - skidmore

Department Name on Card: MONTH: PREPARED BY (please print): ... All departments must affirmatively approve all Card transactions on a monthly basis.

How to fill out monthly p-card activity review

How to fill out the monthly p-card activity review:

1. Start by gathering all necessary documents and records related to your p-card activity for the month. This may include receipts, invoices, statements, and any other relevant paperwork.
2. Review each transaction on your p-card statement and verify its accuracy. Check that the amounts match the corresponding receipts or invoices, and ensure that all necessary details are included, such as the date, vendor, and description of the purchase.
3. Identify any discrepancies or suspicious transactions. If you notice any errors or unauthorized charges, report them immediately to the appropriate department or p-card administrator.
4. Categorize your p-card expenditures based on the provided categories. Some common categories may include office supplies, travel expenses, professional services, and equipment purchases. Assign each transaction to the appropriate category to streamline the reporting process.
5. Calculate the total amount spent for each category and input this information into the monthly p-card activity review form or template. Some organizations may provide a specific format or template for this purpose, while others may use generic spreadsheets or forms.
6. If required, provide additional details or explanations for certain transactions. For example, if you made a large purchase that requires further justification, provide a brief explanation or attach supporting documents to the review form.
7. Review the completed monthly p-card activity review for accuracy and completeness. Double-check the calculations and ensure that all transactions have been recorded correctly.
8. Submit the monthly p-card activity review to the appropriate department or individual responsible for reviewing and approving p-card transactions. Follow any established protocols or deadlines for submission.
9. Keep a copy of the completed monthly p-card activity review for your records. It may be useful for future reference or in the event of an audit or review.

Who needs the monthly p-card activity review:

1. Employees who have been issued a p-card and are responsible for making purchases on behalf of the organization.
2. P-card administrators or administrators responsible for overseeing the use and financial reporting of p-cards.
3. Higher-level management or supervisors who need to review and approve p-card transactions and ensure compliance with organizational policies and procedures.

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What is monthly p-card activity review?

The monthly p-card activity review is a process of reviewing the transactions and activities conducted using a p-card within a specific month.

Who is required to file monthly p-card activity review?

All employees who have been issued a p-card are typically required to file a monthly p-card activity review.

How to fill out monthly p-card activity review?

The monthly p-card activity review can be filled out by documenting all the transactions made using the p-card during the month and ensuring that they are accurate and compliant with the organization's policies.

What is the purpose of monthly p-card activity review?

The purpose of monthly p-card activity review is to track and monitor the usage of p-cards, ensure compliance with policies, and detect any potential fraudulent activities.

What information must be reported on monthly p-card activity review?

The monthly p-card activity review must include details of all transactions made using the p-card, such as date, amount, merchant, and purpose of the purchase.