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Purchasing

P-card Documentation Quick Reference Guide

All p-card packets MUST show the business purpose of each transaction. That purpose could be written on each receipt or you may utilize the attached Purchasing Log, which also includes a checklist itemized all the materials that are required for packet submittal.

The purpose of this page is to provide a quick reference guide to the documentation requirements for various types of p-card transactions.  The documentation listed is the minimum acceptable documentation.  Some purchases may require additional information.  You will be contacted by Purchasing if addition justification is required to comply with State audit rules.

Advertising Documentation Requirements

  • US Bank Statement
  • All receipts
  • Cardholder Signature
  • Approver Signature
  • Copy of the ad/tearsheet

 

General Good/Supplies Documentation Requirements

  • US Bank Statement
  • All receipts
  • Cardholder Signature
  • Approver Signature

 

Registration Expense Documentation Requirements

  • US Bank Statement
  • All receipts
  • Cardholder Signature
  • Approver Signature
  • Registration Form
  • Event Brochure/agenda
  • Travel Pre-authorization for out-of-state travel, when required       
  • Travel Expense Report (TER), signed by individual who authorizes your travel

Travel Expense Documentation Requirements

  • US Bank Statement
  • All receipts
  • Cardholder Signature
  • Approver Signature
  • Travel expense report - signed by individual who authorizes your travel
  • Travel Pre-authorization for out-of-state travel, when required