Business Office - Pcard
Purchasing cards (PCard) may only be used for official, state-related purposes.
Purchases must follow appropriate state laws and guidelines and must be made with reasonable judgment.
If there is a question about the official purpose of a purchase or if the use of the purchasing card to make a purchase is questionable, contact Central Purchasing (352) 392-1331, ext. 320, or the Purchasing Help Desk at ext. 305 for clarification.
The following forms are needed to obtain, use, update and renew the Pcard:
- Cardholder Agreement Form
- Cardholder Statement of Disputed Items
- PCard Travel Charge Form (Orange Sheet)
- PCard Receipt Form (Pink Sheet)
- Shipping and Receiving Form (Green Sheet)
- Cardholder Profile
- Replacement Receipt Form
There have been several questions brought to my attention for the online training class for pcards. Listed below are the steps you need to take:
1. Pcard training is on MyUFL. From the menu choose Quick links. Open the quick links menu and choose P-Card or go to http://www.purchasing.ufl.edu/main_purchasingcards.asp
2. After the p-card test is finished. Do a screen print of the page showing you have completed the training.
3. You final step will be to fill out two forms which can be obtained in the business office. The forms are the CARDHOLDER PROFILE INFORMATION FORM AND THE CARDHOLDER AGREEMENT FORM.
Thanks for all your cooperation. Jill McDonald
PeopleSoft - PCard update for Travel
For those of you that have had your Pcard updated for travel, there are several things you need to do to process your paperwork. There is an form in the Mailroom (Purchase Card/Pcard Travel Charge) that needs to be filled out for each transaction you have using your Pcard for travel. This form needs to be filled out in addition to the travel authorization request and the itemized statement of expenses. The travel authorization request needs to be approved and entered into the system before you:
- Order airline tickets
- Register for conferences
- Go on your trip
- Use your pcard
While on your trip, as you use your Pcard make sure you get an original receipt for each transaction to go with the orange form. You will also need a copy of the receipt to go with your itemized statement of expenses.
Also---please remember---you must be 50 miles from headquarters to be reimbursed for your hotel room. If you are not 50 miles from headquarters, then you must have permission from the VP’s Office in order to be reimbursed. Please attach your approval to your travel reimbursement voucher for the auditors.
