Get the free P-Card Reallocation Form - ccsu

Central Connecticut State University Purchasing Card Reallocation Form The Purchasing Card Reallocation Form is designed to transfer a Purchasing Card transaction from one Banner Index to another

How to fill out p-card reallocation form

How to fill out a p-card reallocation form:

1. Begin by gathering all necessary information and documents. This includes the original p-card statement, receipts for each transaction, and any other supporting documents.
2. Review the p-card reallocation form thoroughly to understand the specific information that needs to be provided. This may include fields for the original transaction details, the new allocation codes or accounts, and any additional explanations or justifications.
3. Start filling out the form by entering the relevant information for each transaction that needs to be reallocated. This typically includes the transaction date, vendor name, description, and the original allocation codes or accounts.
4. For each transaction, indicate the new allocation code or account by entering the appropriate information in the designated fields. Make sure to double-check the accuracy of the new allocation information to prevent any errors.
5. If required, provide additional explanations or justifications for the reallocation of specific transactions. This can be done by writing a brief description or note in the provided space on the form.
6. Make sure to attach all supporting documentation, such as receipts or invoices, to the completed form. This will serve as evidence for the reallocation and help in the auditing process.
7. Review the filled out form and all attached documents to ensure everything is accurate and complete. Check for any missing information or errors that may cause delays or issues during the processing of the form.

Who needs a p-card reallocation form:

1. Departments or employees who have made purchases using a p-card and need to reallocate the expenses to different budget codes or accounts may require a p-card reallocation form.
2. Organizations that use p-cards as a payment method and have specific policies or guidelines for expense allocations may also require the completion of a p-card reallocation form.
3. Individuals who are responsible for tracking and reporting expenses, such as finance or accounting personnel, may need p-card reallocation forms to ensure accurate financial records and proper accountability.

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