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GOAL Academy
Purchasing Card Transaction Report
June 2017
Transaction
DateCardholder Last NameCardholder First NameMerchant/Vendor NameTransaction DescriptionTransaction
Amount Account Number06/11/2017
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How to fill out purchasing card transaction report

How to fill out purchasing card transaction report
01
Gather all necessary information, such as transaction details, receipts, and supporting documentation.
02
Login to the purchasing card transaction report system using your credentials.
03
Navigate to the 'Transaction Report' section.
04
Click on the 'Create New Report' button.
05
Fill in the required fields, such as report period and cardholder information.
06
Enter each transaction in the report by providing the date, vendor, description, and amount.
07
Attach relevant receipts and supporting documentation to each transaction.
08
Ensure all transactions are accurately accounted for and categorized.
09
Double-check the report for any errors or omissions.
10
Submit the completed report for review and approval.
11
Keep a copy of the report for your records.
Who needs purchasing card transaction report?
01
Purchasing managers who need to track and monitor expenses made through purchasing cards.
02
Finance departments that need to reconcile and analyze purchasing card transactions.
03
Compliance officers who need to ensure the accuracy and integrity of purchasing card usage.
04
Auditors who need to review and audit purchasing card transactions.
05
Cardholders who need to report and document their own purchasing card transactions.
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What is purchasing card transaction report?
The purchasing card transaction report is a document that details all transactions made using a purchasing card.
Who is required to file purchasing card transaction report?
All individuals or entities who use purchasing cards for transactions are required to file the purchasing card transaction report.
How to fill out purchasing card transaction report?
To fill out the purchasing card transaction report, one must provide details of each transaction made using the purchasing card, including the date, amount, and vendor.
What is the purpose of purchasing card transaction report?
The purpose of the purchasing card transaction report is to track and monitor all purchases made using purchasing cards.
What information must be reported on purchasing card transaction report?
The purchasing card transaction report must include details such as the date of the transaction, the amount spent, the vendor, and the purpose of the purchase.
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