University Financial Officers

Information for prospective cardholders about obtaining a card

Describes how to obtain security access for Reconciler functions

Required training for prospective cardholders

Coming Soon...

Completed by individuals who suspect unauthorized charges; must be filed with PNC Bank within 60 days from date on which the charge appears on the statement

Portrait Form

Landscape Form

Completed by individuals who need to reconcile purchasing card transactions

Used if a cardholder lost or cannot obtain the receipt; requires the appropriate approvals before the transaction can be reconciled

Describes receipts require, steps to take to obtain receipts, how to handle credits and duplicate transactions, and lost receipts

Online system for purchasing - makes process of purchasing much easier, no receipts, receiving reports or Pcard support form required

Documentation for IBIS forms and transactions

Directions for accessing the PNC Online BankCard Center:

Quick Reference Guide

Presentation

*Materials are from 2005, but are still current

Provides regulations to be observed in using the Purchasing Card

Provides procedures for management of the use of the Purchasing Card

Includes answers to questions regarding access, use of card, and lost or stolen cards

Lists items that are not permissible or are permissible only in certain situations when using the Purchasing Card

Guideline that applies to general fund accounts and details costs not allowable under OMB Circular A-21

Reviews the procedures for year-end processing of Purchasing Card transactions

Purchasing Card Coordinators and PNC Bank

Instructions on how to subscribe to the Purchasing Card Reconciler listserv