Emory University Purchasing Card Training - Emory Finance

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Statements and Documentation• VISA P-Card statements are electronic andmaintained online in PaymentNet.• Cardholders will not receive a paper copy ofthe statement.• Through the Online Transaction Reviewprocess, all required documentation is scannedand stored online in PaymentNet.• Maintain all paper receipts until the properapproval is granted in PaymentNet.
Legacy Document Retention• American Express P-Card paper statementsand supporting documentation are to bestored in the department.• American Express P-Card documentationshould be retained as follows:‣ Non Grant-related: 7 years‣ Grant-related: 3 years after the grant/awardhas ended or final audit has occurred
Page 1: Emory UniversityPurchasing Card Tra
Page 4 and 5: The Decision to Buy• For an overv
Page 6 and 7: Authorized Buying MethodsEmory Comm
Page 8 and 9: Authorized Buying MethodsWhat is Em
Page 10: Authorized Buying MethodsWhen to us
Page 13 and 14: Examples of P-Card Usage:Authorized
Page 15 and 16: Emory UniversityPolicies on P-Card
Page 17 and 18: Who Can Make Transactions• All P-
Page 19 and 20: P-Card Limit Increases• Requests
Page 21 and 22: Tax Exemption• Purchases of tangi
Page 23 and 24: Violation of P-Card Policies• Vio
Page 25 and 26: Procedures for Obtainingand Using a
Page 27 and 28: Receiving Your P-Card• Upon compl
Page 29 and 30: Making PurchasesAll purchases must
Page 31: Online Transaction Review• The Ca
Page 35 and 36: Dispute Charges• The Cardholder i
Page 37 and 38: Cardholder Responsibilities Recap
Page 39 and 40: PaymentNet

Emory University Purchasing Card Training - Emory Finance

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