Get the free UBC Purchase Card (PCard) - finance ubc
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UBC Purchase Card (Card)
Program Handbook
Revised September 2014Page 1 of 16Table of Contents
Introduction ................................................................................................................................................................3
UBC
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How to fill out ubc purchase card pcard
How to fill out ubc purchase card pcard
01
Step 1: Gather all required information and documentation for the purchase.
02
Step 2: Log in to the UBC Purchase Card (PCard) system using your credentials.
03
Step 3: Navigate to the 'Fill out PCard Form' section.
04
Step 4: Enter the details of the purchase, including vendor name, item description, quantity, unit price, etc.
05
Step 5: Attach any necessary supporting documents, such as receipts or invoices.
06
Step 6: Review the information entered to ensure accuracy.
07
Step 7: Submit the PCard form for approval.
08
Step 8: Wait for the approval notification.
09
Step 9: Once approved, proceed with making the purchase using the PCard.
10
Step 10: Keep records of the purchase and submit any required reconciliation documents.
11
Step 11: Follow any additional guidelines or procedures provided by UBC for PCard usage.
12
Step 12: Periodically review and reconcile PCard transactions to ensure compliance.
Who needs ubc purchase card pcard?
01
UBC staff members who frequently make small-dollar purchases on behalf of the university.
02
Departments or individuals who require a convenient and efficient method for procurement.
03
Anyone at UBC who is authorized to make purchases and has a need for simplified expense tracking.
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What is ubc purchase card pcard?
The UBC Purchase Card (PCard) is a payment method that allows authorized UBC employees to make purchases on behalf of the university.
Who is required to file ubc purchase card pcard?
UBC employees who have been authorized to use the PCard are required to file purchase card transactions.
How to fill out ubc purchase card pcard?
To fill out the UBC Purchase Card (PCard), employees must enter detailed information about the purchase, including vendor, amount, and purpose.
What is the purpose of ubc purchase card pcard?
The purpose of the UBC Purchase Card (PCard) is to provide a convenient and efficient way for authorized employees to make university-related purchases.
What information must be reported on ubc purchase card pcard?
Information such as vendor name, purchase amount, date of purchase, and business purpose must be reported on the UBC Purchase Card (PCard).
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