P-Card statements will be generated when transactions have taken place and e-mailed to cardholders monthly. Statements print budget code information for all transactions. Allocated transactions will show updated budget code. In addition to the cardholder, one more employee may be copied on the e-mail statement. Contact the Purchasing Department to set up e-mail contacts for statements. Requirements for statements remain the same, although the format for the statement has changed. View the statement on the following slides for information on how to fill out the new statements.

Take note of the tax information Take note of the tax information. If this amount is different from your receipt, please contact the Purchasing Department. The budget code for the expense is provided. Please take note and determine if an adjusting journal entry is required. REQUIRED: Fill in the Business Purpose line. For example: Student PBS awards.

This section provides summarized information only This section provides summarized information only. No documentation or action required.

Same requirements still in effect for all P-Card statements. Sign and date the P-Card statement. Make a copy of the statement and all attached receipts for your records. Obtain supervisor's signature. Send the original statement with both signatures and original itemized receipts to the Accounts Payable department by the 20th of the month. Same requirements still in effect for all P-Card statements.