Forms and Resources

P-Card Due Dates

• Virtual Training: A one-hour P-Card training is held via Zoom on the second Wednesday of every month. Access the training using this link (Meeting ID: 990 2096 4858 Passcode: 430296) to access the Zoom session. You must be signed into your myBoiseState account to access this meeting.
  
• Self Guided Training: P-Card (Purchasing 101)
• Self Guided Training: Reconciling P-Card Expenses

• P-Card Request form: submit this form to request a new P-Card, card limit changes, payments to blocked merchants, card maintenance (e.g. name change on card or updating default accounting string on the card), or to designate/update roles Works (see Works section below for information on roles).
• P-Card Requests Tracker: use the tracker to follow up on submitted P-Card requests.

• University P-Card Cardholder Guide
• Authorized and Unauthorized P-Card Purchases
• P-Card Cardholder Responsibility for Card & Expenditure Management 

• University P-Card Approver Guide

• Event Expense Summary: this form must be completed if P-Card is used for meals and refreshments for meetings, retreats or events.
• Missing Receipt Affidavit: Receipts are required to authenticate purchases as business-related. If a receipt is missing, it is the cardholder’s responsibility to contact the merchant and ask for a duplicate receipt, if possible. This form is not a substitute for an original receipt and should only be used if all attempts to obtain an original receipt have failed.
• P-Card-Non-compliance-Warning-Form: This form is used by the department approver (or manager) to notify a cardholder of a P-Card issue that needs to be resolved.

• Works Reporting and Roles
• Works Cardholder Sign Off  Quick Reference Guide (QRG): outlines steps for cardholders to sign off and print their Cardholder Statement
• Works Approver Sign Off Quick Reference Guide (QRG)
• Run a Works Cardholder Statement for specific cardholder, for a deactivated account, or to for cycle to date transactions. (job aid)
• Run A Scheduled Works Report on Demand (job aid)
• Run a Customized Works Report using date/cardholder filters (Sign off Status, Authorization of Expense, Cardholder Statement or any available Works template) (job aid)

Select a video from the list below.