Get the free P-CARD USER GUIDE - clarkson

This document provides an overview of the Clarkson University Procurement Credit Card (P-Card) Program, outlining its benefits, limitations, and guidelines for cardholders. It details the purchasing

How to fill out p-card user guide

How to fill out P-CARD USER GUIDE

1. Step 1: Obtain the P-CARD User Guide document from your department's administrative office.
2. Step 2: Review the introduction section for an overview of P-CARD usage.
3. Step 3: Familiarize yourself with the definitions of important terms found in the glossary.
4. Step 4: Follow the guidelines for completing the P-CARD application form, ensuring all required information is accurately filled in.
5. Step 5: Learn about the approval process, including who needs to sign the application.
6. Step 6: Understand the training requirements for P-CARD holders as outlined in the guide.
7. Step 7: Review the spending limits and allowable purchases section for compliance.
8. Step 8: Go over the reporting requirements and deadlines for transaction submissions.
9. Step 9: Check the troubleshooting tips for any issues with the P-CARD.
10. Step 10: Save and distribute copies of the completed document to relevant parties.

Who needs P-CARD USER GUIDE?

1. Employees of the organization who are authorized to use a P-CARD for business-related purchases.
2. Managers who oversee P-CARD users and need to understand the guidelines and policies.
3. Finance or accounting personnel responsible for tracking and managing P-CARD transactions.

People Also Ask about

What is the policy of the P-card?

The P-card may only be used by the cardholder and shall not be shared with or delegated to other individuals at any time. This may result in the revocation of your card. It is the cardholder's responsibility to ensure their P-card is used in ance with the P-card program policy.

What are the disadvantages of p-cards?

Limited Acceptance: Some vendors may not accept P cards, restricting purchase options and potentially increasing costs. Over-Reliance Risks: Heavy reliance on P cards can obscure individual transaction details, complicating budget and expense management.

How do I check the balance on my p-card?

Check your available credit by Logging into Works Group owners should be able to see all the cardholders in their group when they log into Works. If you aren't a group owner, you will only see your own information. If you are a cardholder and you need help logging into Works, please contact the P-card Administrator.

How to accept p-card payments?

How do p-card payments work? In essence, purchasing cards work just like any credit or debit card you've used before. They have a card number, expiry date, and CVC code (that three-digit number on the back), and work in-store or online. And importantly, they're exactly the same for the merchant accepting payments.

When to use a pcard?

P-cards can be used to purchase a variety of items and services, including: Office supplies, such as technology, stationery, etc. Training and professional development courses and materials. Business services such as legal, consulting and cleaning.

How to accept p-card payments?

How do p-card payments work? In essence, purchasing cards work just like any credit or debit card you've used before. They have a card number, expiry date, and CVC code (that three-digit number on the back), and work in-store or online. And importantly, they're exactly the same for the merchant accepting payments.

What are the rules for p-cards?

The P-card may only be used by the cardholder and shall not be shared with or delegated to other individuals at any time. This may result in the revocation of your card. It is the cardholder's responsibility to ensure their P-card is used in ance with the P-card program policy.

How is a pcard different from a credit card?

Purchasing cards allow users to make purchases directly within the guidelines of company policy, offering greater flexibility compared to the fixed limits of credit cards. They enable businesses to tailor spending limits and restrictions for different employees or departments, ensuring adherence to budget constraints.

How do p-cards work?

A P-card can have spending limits, vendor limits, or restricted types of purchases. These limits act like pre-approvals of purchases—rather than reviewing every expense, the transaction will only go through if it meets the set criteria. Controls can be set up for each card.

What are the disadvantages of p-cards?

Limited Acceptance: Some vendors may not accept P cards, restricting purchase options and potentially increasing costs. Over-Reliance Risks: Heavy reliance on P cards can obscure individual transaction details, complicating budget and expense management.

For pdfFiller’s FAQs

What is P-CARD USER GUIDE?

The P-CARD USER GUIDE is a document that provides instructions and guidelines for users of the Procurement Card (P-Card) system, detailing how to effectively and responsibly use the card for purchases.

Who is required to file P-CARD USER GUIDE?

Individuals who are issued a P-Card and responsible for making purchases on behalf of their organization are required to file the P-CARD USER GUIDE.

How to fill out P-CARD USER GUIDE?

To fill out the P-CARD USER GUIDE, users should follow the outlined steps in the guide, providing necessary information such as purchases made, dates of transactions, and any required approvals or documentation.

What is the purpose of P-CARD USER GUIDE?

The purpose of the P-CARD USER GUIDE is to ensure proper use of the P-Card, maintain compliance with purchasing policies, and provide a clear reference for users to follow when making purchases.

What information must be reported on P-CARD USER GUIDE?

The information that must be reported on the P-CARD USER GUIDE includes transaction details such as the date of purchase, description of items bought, amounts, vendor information, and any supporting documentation or approvals required.