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Pcard Administrator

• pcard@kent.edu

Bank of America

• 1-888-449-2273 (inside the U.S.)
• 1-602-379-8753 (call collect outside the U.S.)
  • Call to report lost/stolen cards, fraudulent transactions, and to inquire about temporary
    holds on cards
  • Cardholder may be required to provide their verification ID (Banner ID)
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  • View, dispute, allocate, sign off, and approve transactions that have posted to the pcard
    account
• Global Card Access
  • Set pcard PIN, update contact phone number, set account alerts

7-02.16 Administrative Policy Regarding Use of Purchasing Card (P-Card)

University Pcard Manual

Departmental Pcard Quick Reference Guide

®

Pcard FAQs

Pcard Application

Use to request a new pcard account

IMPORTANT: Complete the training steps that are listed in the Pcard Training section before submitting your application.

Pcard Maintenance Form

Pcard Cardholder Agreement

Pcard Reconciler Agreement

Pcard Approver Agreement

Cardholder/Reconciler Training

• Live (online) training is required

All cardholders and reconcilers must attend live (Teams-based) training. Training is offered twice each month.

Register for a Pcard Training Session.

After completing training:

1. Complete the Pcard Application (if you are going to be a cardholder)
2. Complete a Pcard Cardholder Agreement (if you are going to be a cardholder)
3. Complete a Pcard Reconciler Agreement (if you are going to reconcile your own card or are serving as a proxy reconciler for somebody else's card)
4. Email all completed and signed forms to pcard@kent.edu

Once your forms are submitted, your card will be ordered and/or you will receive a Works Welcome Email that contains your login credentials. You then must register with Works using the link provided in your Works Welcome Email. Once complete, you will be ready to complete your part of the transaction reconciliation process.

Approver Training

• Pcard Approver Self-Study Training Instructions

1. Read the University Pcard Manual. - This manual includes the university's pcard policy as well as the program's procedures. If you have questions about the program, email pcard@kent.edu. We are happy to answer questions!
2. Read and sign the Pcard Approver Agreement.- By signing this, you are certifying that you have completed and understood pcard training and agree to fulfill your responsibilities as an approver. List the names of all of the cardholders whose transactions you approve on the Cardholder Name line. You may leave the Acct last 4 digits line blank.
3. Return the Pcard Approver Agreement form to pcard@kent.edu.
4. Register with Works using the link provided in your Works Welcome Email. Once complete, you will be ready to complete your part of the transaction reconciliation process.
5. Review pages 1 and 15 through 17 of the   to understand how to approve transactions.

Departmental Pcard Purchase Log

Use to track pcard purchases made by others

Lists of Account and Commodity Codes

Both lists are found on the BAS website.

Substitute Pcard Receipt

Use to document purchases for which no itemized receipts can be obtained