Purchasing Card Support Form

Table of Contents

• Purpose
• General Information
• Exhibit and Instructions
• Form Requirements
• Number of Copies and Ultimate Distribution
• Where to Send Completed Forms
• Contact Information
• Cross References

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Purpose

The Purchasing Card Support Form is used to support purchasing card receipts. The form is required with the ServiceNow Reimburse/Reconcile Travel or Goods & Services request.

Use of this form is optional if cardholder is creating an expense report directly in SAP Concur.

General Information

• Complete all information
• If submitting to the Central Procurement Travel & Expense team to create expense report, receipts must be uploaded to the ServiceNow Reimburse/Reconcile Travel or Goods & Services request.
• If cardholder is submitting their own expense report, receipts are to be uploaded to the expense report in SAP Concur.

Exhibits and Instructions

This form has fill-and-print form fields and digital ID (signature) fields enabled. The PDF version has instructions provided for the type and/or format of information to be included within the fill-and-print form fields. Hovering the computer mouse over any form field within the PDF will display these instructions.

For step-by-step instructions on completing the Purchasing Card Support Form, click on link below:

Purchasing Card Support Form Exhibit

Form Requirements

No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Budget and Finance Policy and Procedure Office (designated representative of the Associate Vice President for Budget and Finance). Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) requires that all form templates must be vetted and approved prior to being published on the GURU website and all such documents having gone through said established approval process must be password protected. Procedure FN2017 Use of Approved Form Templates Appearing on the GURU Website details converting web-based documents to PDF documents and for adding digital IDs/electronic signatures to forms.

Number of Copies and Ultimate Distribution

*Transitory Copies are University Records that have temporary value and, as a result, may be destroyed after they are no longer needed. In no event shall be retained longer than the official copy of the University Record as delineated on the Records Retention Schedule.

Where to Send Completed Forms

Upload into SAP Concur

Contact Information

For questions or additional details, contact the Central Procurement Travel & Expense team by submitting a Procurement Assistance Request.

To request changes to the form, please contact the Budget and Finance Policy and Procedure Office by submitting a GURU Technical Support Request form.

Cross References

• Policy AD35 University Archives and Records Management
• Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility
• Procedure FN2017 Use of Approved Form Templates Appearing on the GURU Website

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