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SOEST SUPPLEMENT End of Month Deadline for Cardholder to approve PCDO Cardholder to hold original receipts for 1 year (UH retention policy) Scanned documents.

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Presentation on theme: "SOEST SUPPLEMENT End of Month Deadline for Cardholder to approve PCDO Cardholder to hold original receipts for 1 year (UH retention policy) Scanned documents."— Presentation transcript:

1 SOEST SUPPLEMENT End of Month Deadline for Cardholder to approve PCDO Cardholder to hold original receipts for 1 year (UH retention policy) Scanned documents considered official documents Ok to dispose of originals after 1 year Presentation will be available on Fiscal Services Webpage New P-Card Help set up P-card related question, missing receipts, etc.

2 Tips for Scanning/Attaching Receipts to PCDO Document Scan Supporting Documents for Each Transaction Separately Allows for easier referencing Track missing receipts Attach Receipts/Invoice in Same Order as Transactions on PCDO Document Check for Double Sided Invoices Scanner Settings Double sided vs Single sided Quality settings – Scan documents must be legible Recommended Formatting Note Text – Transaction #XX Vendor Name Naming scanned File – PCDO#XXXXXXX_Transaction#XX Ex: _1 Receipts missing during approval process of PCDO document Forward to to attach to PCDO

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