PURCHASE REQUEST

PCARD PURCHASE

PURCHASED ITEMS RECEIVED

REIMBURSEMENT OR PAYMENT

TRAVEL REQUEST

TRAVEL REIMBURSEMENT

100Ws• Items to be purchased must be completed• Valid business purpose• Goldenrod copy to Business Manager• Pink copy returned to Business Manager after

purchase with any documentation

Requisitions/Purchase Orders• Quote attached• Valid business purpose• Vendor maintenance

PCard• PCard Transaction Form completed, signed, and

returned to Fiscal Associate with itemized/original receipt within 2 days

• No tax• Valid business purpose• If business meal, Business Meal Form also required.

– Approval from Business Manager– Approval from Chair if Faculty – Preapproval from SFO is alcohol

Payment Requests• A/P Compliance Form• Itemized/original Receipt• No tax reimbursed

Travel• A/P Compliance Form• Prepaid airfare• Conference registration• Mileage log• Valid business purpose

TALKING POINTS