Documentation Requirements for Financial Transactions

As a reminder from the Controller’s Office, the PCard is a payment mechanism. The same standard supporting documentation, signature requirements, and spending guidelines apply to financial transactions regardless of whether a payment is made with a PCard or processed through University Accounts Payable. 

The Controller’s Office is updating their manuals and part of that process is to provide more details to help clarify some of the vague language. The CBO will communicate updates and procedure changes as they become available.