Training

PCard Policy Training is offered both in a classroom and a Web-based format. If obtainig a new PCard, please apply for the card before attending training. After receiving the credit card application and applying for the card, the PCard office will then contact the Departmental Liaison and offer the option of classroom or online training to the      cardholder.                                                                                                                      

Online Training

To complete online training, PCardholders should review the PCard Policy Training and then complete the PCard Policy Exam.  The purpose of the exam is to assess the cardholder's mastery of the Purchasing Card program. 100% of the questions in each section must be answered correctly to receive a PCard.  Please contact Jeff Sembar at 621-5932 for questions regarding the PCard Policy Exam. 

Classroom Training

Classroom training is offered twice a month at the University Services Building at 888 N. Euclid Ave, Room 405.  Sign up is required through ISW.

Policy Guides

PCardPolicyManual

Click on the link above to view the policies and procedures relating to the use of the PCard Program.  Policy includes Roles and Responsibilities, Classic PCard Program, Travel Enhancement PCard Program and PCard Plus Program information.

PCardPlusTutorial
The PCard Plus Program is an optional program which allows for business meeting, business entertainment, special event and employee recognition expenses. Click on the PCard Plus Tutorial to view detailed PCard Plus Program information.

PCard Reconciliation & Approval Review Guide 
The PaymentNet Reconciliation & Approval Review Guide is an in-depth guide to the mandatory reconciliation and approval process for PCard as well as instruction on queries, running reports and exporting data. Click on the link above to view the procedures relating to reconciling and approving the PCard.