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Get the free Purchasing Card Reconciliation Form - JSU

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Click to Reset Form and Erase All Text Jacksonville State University Purchasing Card ApplicationCardholder Information (To Be Completed By the Applicant)Last NameFirst NameMiddle InitialSocial Security
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How to fill out purchasing card reconciliation form

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How to fill out purchasing card reconciliation form

01
Obtain the purchasing card reconciliation form from the designated source.
02
Fill in the date and cardholder information at the top of the form.
03
Review the transactions on your purchasing card statement and gather the corresponding receipts and invoices.
04
Enter each transaction separately on the form, including the date, vendor name, transaction amount, and description of the purchase.
05
Sum up the total amount for each category (e.g., office supplies, travel expenses) and enter them in the appropriate section of the form.
06
Attach all the receipts and invoices to the form.
07
Double-check all the information for accuracy and completeness.
08
Submit the completed form along with the supporting documents to the designated person or department.

Who needs purchasing card reconciliation form?

01
Anyone who has a purchasing card and needs to reconcile the expenses made on that card should fill out the purchasing card reconciliation form.
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The purchasing card reconciliation form is a document used to reconcile the transactions made using a purchasing card with the purchases made by an individual or organization.
Individuals or organizations that use purchasing cards for making purchases are required to file purchasing card reconciliation forms.
To fill out a purchasing card reconciliation form, one must review the purchasing card statements, match the transactions with receipts, and enter the necessary information in the form.
The purpose of the purchasing card reconciliation form is to ensure that all purchases made with a purchasing card are accurately recorded, accounted for, and reconciled.
The purchasing card reconciliation form must include details of each transaction, such as date of purchase, amount spent, vendor name, and description of the purchase.
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