PCard Reconciliation Procedures
This information is not meant to teach you how to reconcile your p-card or to tell you that you have been reconciling your card incorrectly. It is simply to streamline procedures within our division to accomplish the following:
- Provide the p-card user with peace of mind that she has provided everything necessary for easy p-card transaction approval by her supervisor, as well as ease of access to information should the p-card user be audited by the college’s Purchasing Department (in other words, CYA).
- Provide the college complete and accurate data for each p-card purchase.
- Provide transparency between p-card users and their approvers for each p-card purchase, reducing the number of potential questions about purchases.
- Provide consistent methods of reconciliation between departments in ITS. This will make approvals easier for supervisors should they need to reconcile another department’s employees’ p-cards due to an absence. Also, if employees transfer within ITS departments, they will already know what will be expected with the reconciliation process.
See also: ITS Purchasing Guidelines
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