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West Texas A&M University Procurement CardSupplemental Documentation/Missing Receipts Form Date___ Cardholder Name___ Department___ Please complete all sections, and add to the . Please attach any

How to fill out purchasing card documentation form

How to fill out purchasing card documentation form

1. Gather all necessary receipts for purchases made using the purchasing card.
2. Obtain the purchasing card documentation form from your finance department or online portal.
3. Fill in your personal information at the top of the form, including your name, department, and contact information.
4. List each item purchased in separate rows, including the date, description, amount, and purpose of the purchase.
5. Attach copies of the receipts to support each purchase listed on the form.
6. Ensure that all entries are accurate and legible, providing additional explanations for any unusual purchases if necessary.
7. Review the completed form for errors or omissions.
8. Sign and date the form at the designated area.
9. Submit the documentation form and attached receipts to your supervisor or designated approver.

Who needs purchasing card documentation form?

1. Employees who use purchasing cards for expenses related to their work responsibilities.
2. Finance or accounting departments requiring documentation for record-keeping and auditing purposes.
3. Supervisors and managers who need to approve purchases made by their team members.

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What is purchasing card documentation form?

The purchasing card documentation form is a record-keeping tool that businesses use to track and document purchases made with a purchasing card, ensuring accuracy and accountability in financial transactions.

Who is required to file purchasing card documentation form?

Employees who make purchases using a company-issued purchasing card are required to file the purchasing card documentation form to provide details of their transactions.

How to fill out purchasing card documentation form?

To fill out the purchasing card documentation form, users must provide information such as the date of the purchase, amount spent, vendor name, purpose of the purchase, and attach any relevant receipts or invoices.

What is the purpose of purchasing card documentation form?

The purpose of the purchasing card documentation form is to maintain a clear record of purchases, facilitate budget management, support financial audits, and ensure compliance with company policies.

What information must be reported on purchasing card documentation form?

The purchasing card documentation form must report information including the transaction date, transaction amount, merchant/vendor name, description of the purchase, account codes, and the signature of the cardholder.