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 two weeks prior to the training session date if a new card is to be picked up at the session. The Purchasing Card Policies and Procedures training session provides an overview of the program setup, guidelines for card usage, proper documentation requirements and cardholder and site manager responsibilities. Cards that are ordered in advance are handed out at the end of the session. This session takes approximately 55 minutes.

Register here for Purchasing Card Policies and Procedures.

Purchasing Card Travel Training

This session is intended for individuals that have applied for a new Travel Purchasing Card or current cardholders adding travel to an existing card.  The Purchasing Card Travel Training focuses on the UW-Madison Travel Policies specific to purchasing card usage, including the  guidelines for using the card to pay for airfare, hotel and State contract car rental charges.  Cardholders are required to attend this session prior to using a card to pay for travel-related expenses. Do not sign up for this class if your Dean’s Office has not signed off on your Purchasing Card Travel Agreement Form. The Travel Agreement Form and the Cardholder Account Setup Form must be received by Accounting Services at least two weeks prior to the training date if a new card is to be picked up at the training session. The Purchasing Card Policies and Procedures session is a prerequisite. This session takes approximately 55 minutes.

Register here for Purchasing Card Travel Training.

We recommend attending Purchasing Card Policies and Procedures prior to Purchasing Card Travel Training.

Purchasing Card Site Manager Training

This session, in conjunction with the Purchasing Card Policies and Procedures class, provides the site manager with the basic knowledge necessary to maintain and oversee the Purchasing Card Program at the Department Level.  The two-week editing schedule, transaction reconciliation process and record retention requirements are discussed in detail.  A live demonstration on the use of the PVS Net software to reallocate purchasing card expenses to the appropriate funding source is also included.

To obtain site manager status, complete the Site Manager Form and return it to the Purchasing Card Program Office.  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.

Register here for Purchasing Card Site Manager Training.

We recommend attending Purchasing Card Policies and Procedures training prior to Purchasing Card Site Manager Training.