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SOEST SUPPLEMENT. End of Month Deadline for Cardholder to approve PCDO Cardholder to hold original receipts for 1 year (UH retention policy) Scanned documents considered official documents Ok to dispose of originals after 1 year Presentation will be available on Fiscal Services Webpage - PowerPoint PPT Presentation
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SOEST SUPPLEMENT
• End of Month Deadline for Cardholder to approve PCDO• Cardholder to hold original receipts for 1 year (UH retention
policy)• Scanned documents considered official documents• Ok to dispose of originals after 1 year
• Presentation will be available on Fiscal Services Webpage• New P-Card Help email set up• [email protected]• P-card related question, missing receipts, etc.
Tips for Scanning/Attaching Receipts to PCDO Document
• Scan Supporting Documents for Each Transaction Separately• Allows for easier referencing• Track missing receipts
• Attach Receipts/Invoice in Same Order as Transactions on PCDO Document
• Check for Double Sided Invoices• Scanner Settings• Double sided vs Single sided• Quality settings – Scan documents must be legible
• Recommended Formatting • Note Text – Transaction #XX Vendor Name• Naming scanned File – PCDO#XXXXXXX_Transaction#XX
• Ex: 1234567_1
• Receipts missing during approval process of PCDO document• Forward to [email protected] to attach to PCDO document