Get the free Purchase Card Guidelines - Idaho State University

Purchase Card Guidelines February 22, 2018, Table of Contents 1. Introduction2. General Guidelines.1 A. B. C. D. E. F. G H. I.3. Request a Card.1 Assignment of Card.1 Card Usage for Individual Cardholders

How to fill out purchase card guidelines

How to fill out purchase card guidelines

1. Start by gathering all the necessary information and documents such as the purchase card application form, cardholder agreement, and any additional guidelines provided by your organization.
2. Read and understand the purchase card guidelines thoroughly to ensure compliance with the policies and procedures outlined.
3. Complete the purchase card application form accurately, providing all the required information such as your personal details, department information, and supervisor's approval.
4. Submit the completed application form and any supporting documents to the designated authority or department for review and approval.
5. Once your application is approved, attend any required training sessions or orientations to familiarize yourself with the proper use and limitations of the purchase card.
6. Follow the specified guidelines while using the purchase card for making purchases and ensure you stay within the authorized spending limits.
7. Keep track of all your purchases, receipts, and supporting documentation for reconciliation purposes.
8. Review your monthly purchase card statements and cross-reference them with your receipts and documentation to ensure accuracy and identify any discrepancies.
9. Report any unauthorized transactions or suspected fraudulent activity immediately to the appropriate authority or department.
10. Adhere to any additional guidelines or reporting requirements specified by your organization, such as submitting monthly expense reports or attending periodic cardholder reviews.

Who needs purchase card guidelines?

1. Anyone who is authorized to make purchases on behalf of an organization using a purchase card needs to follow the purchase card guidelines. This includes employees, contractors, or any individuals who have been entrusted with the responsibility of purchasing goods or services for the organization.

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What is purchase card guidelines?

Purchase card guidelines are policies and procedures that govern the use of purchase cards for making business-related purchases.

Who is required to file purchase card guidelines?

All employees who are issued purchase cards are required to follow and adhere to the purchase card guidelines.

How to fill out purchase card guidelines?

Purchase card guidelines can be filled out by completing the required fields with accurate and up-to-date information regarding purchase card usage.

What is the purpose of purchase card guidelines?

The purpose of purchase card guidelines is to ensure accountability, transparency, and compliance with organizational policies when using purchase cards.

What information must be reported on purchase card guidelines?

Information such as the date of purchase, description of goods or services, amount spent, and required approvals must be reported on purchase card guidelines.