Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website)...
-
Upload
julianna-jacobs -
Category
Documents
-
view
217 -
download
1
Transcript of Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website)...
PURCHASE REQUEST
PCARD PURCHASE
PURCHASED ITEMS RECEIVED
REIMBURSEMENT OR PAYMENT
TRAVEL REQUEST
TRAVEL REIMBURSEMENT
100Ws• Items to be purchased must be completed• Valid business purpose• Goldenrod copy to Business Manager• Pink copy returned to Business Manager after
purchase with any documentation
Requisitions/Purchase Orders• Quote attached• Valid business purpose• Vendor maintenance
PCard• PCard Transaction Form completed, signed, and
returned to Fiscal Associate with itemized/original receipt within 2 days
• No tax• Valid business purpose• If business meal, Business Meal Form also required.
– Approval from Business Manager– Approval from Chair if Faculty – Preapproval from SFO is alcohol
Payment Requests• A/P Compliance Form• Itemized/original Receipt• No tax reimbursed
Travel• A/P Compliance Form• Prepaid airfare• Conference registration• Mileage log• Valid business purpose
TALKING POINTS