Purchasing Card Post-System Close Reconciliation Form

The Purchasing Card Post-System Close reconciliation form is used to document purchasing card reconciliation when a transaction was not reconciled within 30 days and then posted to the general ledger without required cardholder verification and site manager approval. Please complete as instructed below within 14 days of receipt of this memo.

The Purchasing Card Post-System Close Reconciliation form is used to document purchasing card (P-card) reconciliation when a transaction was not reconciled within 30 days and then posted to the general ledger without required cardholder verification and site manager approval. Please complete the form within 14 days of receipt of the memo.

Download the Purchasing Card Post-System Close Reconciliation Form (PDF)

 

Purchasing Card Capital Equipment Documentation Form

Purchasing Card Capital Equipment Documentation Form

A Purchasing Card can be used to purchase capital equipment items given the transactions meet the following criteria:

  1. The purchase is a single transaction for a stand alone capital equipment item individually costing $5000 or more and not to exceed your delegated limit.
  2. The purchase is for component parts of a larger capital equipment assembly or fabrication project that has an established UW Capital Equipment Inventory Number, or was established by a requisition that can be referenced by number.
  3. The purchase is within the card holders current authorization limits.
MM slash DD slash YYYY
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Cardholder Information

Individual Responsible for Equipment

Funding Information

Note: Dept must enter edits in PVS Net to reflect the correct 4000 series capital equipment code(s) referenced below!
*
FY
Fund
Project/Grant
Dept.
Program
Account
Amount
 

Capital Equipment Project Information

Choose one option*

Item Description Information

Campus Location*

Account Update Request Form

Account Update Request - For Purchasing Card Accounts

The form to be used if you want to change account information related to a purchasing card. Includes the option to close an account, change certain cardholder info, change certain funding information, request limit adjustments, and request a proxy reconciler.

Download Account Update Request Form (PDF)