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University of Wisconsin Madison Purchasing Card Follow Up Form: (Cardholder Name) Department: From: (Site Manager/Deans Office) Date: A recent review of your Purchasing Card log/statement/documentation
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How to fill out purchasing card follow up

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How to fill out purchasing card follow up

01
Obtain the purchasing card follow-up form from your supervisor or the appropriate department.
02
Fill in the required information in the designated fields of the form, such as your name, department, and contact details.
03
Provide a detailed description of the purchase for which the follow-up is needed. Include the date of purchase, vendor name, item details, and any relevant reference numbers.
04
Explain the reason for the follow-up, such as a discrepancy in the purchase amount, unresolved issues with the vendor, or the need for additional documentation.
05
Attach any supporting documents, such as receipts, invoices, or correspondence related to the purchase.
06
Double-check all the information filled in the form for accuracy and completeness.
07
Submit the filled-out follow-up form to the designated person or department according to the organization's procedures.
08
Keep a copy of the filled-out form for your records.

Who needs purchasing card follow up?

01
Purchasing card follow-up may be required by employees who have made purchases using a purchasing card and need to address any issues or discrepancies associated with those purchases.
02
It is also commonly needed by supervisors or department heads who oversee the use of purchasing cards within their team or department and need to ensure the proper handling of any follow-up actions related to purchases.
03
Additionally, accounting or finance personnel may need purchasing card follow-up information to track and reconcile expenses, resolve billing discrepancies, or for auditing purposes.

What is Purchasing Card Follow Up Form?

The Purchasing Card Follow Up is a fillable form in MS Word extension that should be submitted to the specific address in order to provide specific information. It must be completed and signed, which is possible in hard copy, or via a certain solution such as PDFfiller. It helps to complete any PDF or Word document right in the web, customize it depending on your needs and put a legally-binding e-signature. Once after completion, user can send the Purchasing Card Follow Up to the relevant person, or multiple individuals via email or fax. The template is printable as well thanks to PDFfiller feature and options proposed for printing out adjustment. Both in electronic and in hard copy, your form will have a organized and professional look. Also you can save it as the template to use later, without creating a new blank form from scratch. Just customize the ready form.

Template Purchasing Card Follow Up instructions

Before starting filling out Purchasing Card Follow Up .doc form, be sure that you have prepared enough of information required. It is a very important part, as far as typos can trigger unpleasant consequences from re-submission of the entire word template and finishing with deadlines missed and even penalties. You have to be observative enough when working with figures. At first glance, it might seem to be quite simple. But nevertheless, it is simple to make a mistake. Some people use such lifehack as saving all data in a separate document or a record book and then insert it into document template. In either case, try to make all efforts and present actual and solid data with your Purchasing Card Follow Up word form, and doublecheck it during the filling out all necessary fields. If it appears that some mistakes still persist, you can easily make some more amends when you use PDFfiller tool without blowing deadlines.

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Purchasing card follow up is the process of tracking and reviewing transactions made with a purchasing card to ensure compliance with policies and regulations.
Employees who are issued a purchasing card are typically required to file purchasing card follow up.
Purchasing card follow up can be filled out by reviewing transaction details, verifying receipts, and documenting any necessary approvals.
The purpose of purchasing card follow up is to monitor spending, detect any potential misuse or fraud, and ensure compliance with purchasing policies.
Information such as transaction date, vendor name, amount spent, and business purpose must be reported on purchasing card follow up.
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