Get the free PURCHASE CARD CHECKLIST template

PURCHASE CARD CHECKLIST UNPERSON AUDITCardholder Name Date: Department Last 6 digits: Period of Review to YES NO N/A1. Is a copy of the Payment Approval form on file with the monthly reconciliation?

How to fill out purchase card checklist template

How to fill out purchase card checklist

1. To fill out the purchase card checklist, follow these steps:
2. Start by identifying the purchase being made and the vendor from whom it is being made.
3. Fill in the date on which the purchase is being made.
4. Specify the purchase amount and any relevant taxes or fees associated with it.
5. Indicate the funding source that will be used to fund the purchase.
6. Provide a description of the purchase, including detailed information about the goods or services being acquired.
7. If applicable, indicate any required approvals or authorizations that need to be obtained before the purchase can be made.
8. Include any supporting documentation that may be needed, such as quotes, invoices, or receipts.
9. Review the checklist for accuracy and completeness, making any necessary corrections or additions.
10. Sign and date the checklist to certify that all information provided is true and accurate.
11. Submit the filled-out checklist along with any required attachments or supporting documents to the appropriate department or authority.

Who needs purchase card checklist?

1. Anyone who is responsible for making purchases using a purchase card needs to use a purchase card checklist.
2. This includes individuals in procurement or finance departments, as well as anyone who has been issued a purchase card and is required to follow certain procedures when making purchases.
3. Using the purchase card checklist helps ensure that all necessary information is captured and the appropriate approvals are obtained, resulting in a smoother and more transparent procurement process.

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What is purchase card checklist?

Purchase card checklist is a document used to track all purchases made using a purchase card, ensuring they comply with company policies and procedures.

Who is required to file purchase card checklist?

Employees who have been issued a purchase card are typically required to file a purchase card checklist after each purchase.

How to fill out purchase card checklist?

To fill out a purchase card checklist, employees must include details such as date of purchase, vendor name, description of purchase, amount spent, and any required approvals.

What is the purpose of purchase card checklist?

The purpose of a purchase card checklist is to track and monitor purchases made using a purchase card to ensure compliance with company policies and to prevent misuse or fraud.

What information must be reported on purchase card checklist?

Information that must be reported on a purchase card checklist typically includes date of purchase, vendor name, description of purchase, amount spent, and any required approvals.