PCard

Purchasing Card, OSU Extension credit card

  1. PCard Transaction CleanUp - Monthly!

    Apr 28, 2022

    The service center is looking to clear up the backlog of unexpensed PCard transactions.  Please double check your PCard log and your Workday Expense Report screens that all expenses are IN Workday and approved or moving along. Do this monthly and stay on top of the expenses.

  2. Compreshensive Business Purpose Tells the Story

    Mar 19, 2022

    CFAES Finance created these BUSINESS PURPOSE HELPFUL HINTS overview and webpages (links below) to help ensure a complete 'Business Purpose' is part of every expense utilizing University money.

  3. Justify the WHY of Food Purchases

    Mar 17, 2022

    Better business justification needed on food/meal purchases- entries are telling what and who, but not really addressing the "why".

    Examples of a better justification:

  4. Airfare Not Permitted on PCards

    Sep 21, 2021

    PCard Office

    A reminder: the university's travel initiative requires that all business travel airfare must be booked through the university's contracted agencies.

    Airfare with business travel requirements:

  5. PCard Replacement or New Cards Pick-Up

    Aug 30, 2021

    All new applications for a PCard and/or requests for replacement due to loss/fraud will be available for in-person pick-up at 901 Woody Hayes (Blankenship Hall) effective September 1, 2021. Please feel free to contact PCard@osu.edu with any questions.

  6. Reassigning Expense Credit Card Transactions

    May 25, 2021

    TRAVEL expenses paid on a Department PCard should be reassigned to the traveler so they can insert their SA# (Spend Authorization #) in the expensing entry. The traveler is to do this within 7 business days of the transaction date. (The card manager is responsible for all NON-TRAVEL related purchases.)

    To REASSIGN an expense to another employee:

    Log into Workday, in SEARCH type Reassign Expense Credit Card Transactions or a short version of that and hit enter. (Less is more when typing in the Search bar.)

  7. To Expense PCard Transactions

    Mar 23, 2021

    Before logging into Workday, be sure you have the associated transaction receipts available in electronic format for upload.

    On your Workday HOME screen click on ‘Request Travel or Purchase’, choose Request an expense reimbursement and/or process PCard transactions – OR just at the HOME screen SEARCH for “Create Expense Report” - IF NO CHARGES SHOW UP AT BOTTOM OF SCREEN, then there isn't any 'PCard Expensing' to be done.

  8. PCard Update

    Jan 12, 2021

    PCard Update: Logs

    The University PCard office has issued two new required tracking logs:

    PCard Tracking Log (Non-Travel) - To track the purchases on the PCard that do not have travel. Linked from the Office of Business and Finance.

  9. PCard Monthly Statements

    May 12, 2020

    PCard Office and Controller does not require any significant effort with reviewing, handling and/or retaining PCard statements.