Purchasing Card Training
Purchasing Card Policies and Procedures
This session is intended for new cardholders, designated users and anyone else interested in learning how the purchasing card program works. Cardholder applicants are required to attend this session prior to receiving a card. The cardholder agreement and cardholder account setup form must be completed and received by Accounting Services at least 2 weeks prior to the training session date if a new card is to be picked at the training session. The session provides an overview of the program set up, guidelines for card usage, cardholder responsibilities, proper documentation requirements, site manager duties and the steps involved in the reconciliation process. Cards that have been applied for by attendees are handed out at the end of the session.
Register here and select one of the "Purchasing Card Policies and Procedures" options.
Purchasing Card Site Manager Training
This session is intended for site managers. It presents a summary of the site manager’s responsibilities, including transaction reconciliation, record retention, reallocation of accounting codes and the general maintenance of a Cardholder’s account. The session offers an overview of the PVS Net software, and how it relates to the site manager’s responsibilities. It discusses the editing schedule as well as the duties the site manager must accomplish during each two-week cycle. The training also offers information regarding the University’s Noncompliance Policy, and the role that the site manager plays in the process.
Register here and select one of the "Purchasing Card Site Manager Training" options. We recommend attending Purchasing Card Policies and Procedures training immediately prior to Purchasing Card Site Manager Training.
To obtain site manager status, complete the Site Manager Form and return it to Meghann Suchomel. You will then be notified of your PVS Net logon ID and password. It is recommended that the logon be obtained before you attend the training session.
Purchasing Card Travel Training
This session is intended for new Purchasing Card travel cardholders and previous cardholders adding travel to a current card or taking out a new travel card. Do not sign up for this class if your Dean's Office has not signed off on your Purchasing Card Travel Agreement form. Cardholders are required to attend this session prior to using a card to pay for travel expenses. The cardholder travel agreement form and cardholder account setup form must be received by Accounting Services at least 2 weeks prior to the training session date if a new card is to be picked at the training session. The session provides an overview of the Purchasing Card Travel Policy, guidelines for card usage, cardholder responsibilities, and proper travel documentation requirements. Cards that have been applied for by attendees are handed out at the end of the session.
Register here and select one of the "Purchasing Card Travel Training” options.