PCard News & Information

PCard Liaisons & Reconcilers - PCard Summer School (PCSS) - Save the Date 8/1/18 1/2day event. More information to follow in June.

PCard Workshops available for registration sign up through UAccess Learning

  • Purchasing: PCard Policy (UA-1015)  4/24/18
  • Purchasing: PCard Liaison & Reconciler Quick Tips (UA-1157)  5/3/18

2/19/18  Quick Tips updated guide for UAF upgraded system

2/19/18 PCard Transactions (PCDO) Post Dates of  2/15 & 2/16 will have Edoc Create Date of 2/20/18 due to delayed job run in system during upgrade weekend. 

2/14/18 PCard Transactions (UAF Upgrade) For the PCard Transactions Reconciliation/Approval window (14 calendar days from   Edoc Create Date), the Reconciliation and Fiscal Officer Approval dates will be extended to include additional days for the reconciliation/approval period which would auto-approve during the UAF upgrade weekend (including Friday 2/16/17).   Additional information relating to the UAccess Financial Upgrade be found on the Financial Services Office website.

1/22/18  Phishing Email Alert*  Email begins  "Dear amazon Customer"  Please do not click on any links.
              Delete immediately this is a phishing email.  If you have clicked on a link please alert your IT Dept.

1/17/18  Phishing Email Alert*  Email begins  "Dear Chase customer"  Please do not click on any links.
              Delete immediately this is a phishing email.  If you have clicked on a link please alert your IT Dept.

1/3/18  PCard "Post Date" Statement/Cycle Ranges:

  •  12/7/17 to  1/08/18
  •   1/9/18  to  2/06/18
  •   2/7/18  to  3/06/18
  •   3/7/18  to  4/06/18
  •   4/7/18  to  5/07/18
  •   5/8/18  to  6/06/18
  •   6/7/18  to  7/06/18

12/18/17 PCard Transactions (PCDO's) Extended Auto-Approval Dates

  • PCard Transactions where the reconciliation/approval window (14 calendar days from Edoc Create Date) occurs within the Holiday/UA Closure time
    • The Reconciliation and Fiscal Officer Approval dates will be extended to include additional days for reconciliation/approval period
      • Note: Extension of additional days will equal a total of 10 UA working days from Edoc Create Date before auto-approving
  • PCard Transactional Edocs that have Edoc Create Dates over the Holiday/Closure (12/23/17 - 1/1/18)
    • Transactions with these create dates have 14 calendar days, beginning January 2nd 2018 for Reconciliation and Fiscal Officer approvals.

11/28/17 PCard Newsletter - Sent to Liaisons for dissemination to Reconcilers/Cardholders PCard Newsletter November 2017

11/2/17 Phishing email has been reported (Dear Chase Customer).

Please Contact the PCard Office 626-9091 if you receive any email from JPMorgan Chase - DO NOT CLICK ANY LINK

11/01/17 News: In response to the new 1.5% international fee that is being assessed on PCard transactions with foreign merchants, the Financial Services Office (FSO) has created a new object code. The new code, 5535 - Purchasing Card Fees, is necessary to track these nontaxable PCard fees. Currently, these nontaxable fees are being included in the original transaction purchase total and a GEC is required to properly record these fees separately. The creation of the new object code will allow campus to implement this separation at the time the transaction is processed.

5535 - Purchasing Card Fees: To be used on processing fees associated with purchases made using a PCard, such as international fees and vendor processing. Fees are not subject to sales and use tax. NOTE: This object code is NOT to be used for any non-PCard related fees.

Please contact Financial Compliance (compliance@fso.arizona.edu) at 520-621-9097 or your fund accountant with any questions.

FY18 Purchasing Card JPMorgan Chase Statement Cycles:
Use Post Date as Search Criteria

  • 06/07/17 to 07/06/17 Crossover cycle June/July
  • 07/07/17 to 08/07/17
  • 08/08/17 to 09/06/17
  • 09/07/17 to 10/06/17
  • 10/07/17 to 11/06/17
  • 11/07/17 to 12/06/17
  • 12/07/17 to 01/08/18
    additional dates to follow

PCard Workshops/Classes - Check for dates available for registration in UAccess Learning:

  • PCard Policy Prep Class
  • PCard Liaison and Reconciler Quick Tips Class
  • PCard Policy & Exam - Self Paced Review of Policies and Exam

Hint for finding classes in UAccess Learning: > Find Learning (Use "PCard" in Search)

PCard Liaisons can also reach out to us at 626-9091 to schedule on-site training for a group
Note: These can be customized for cardholders (Refresher Trainings) and or Reconcilers.
PCard Administration also performs outreach to Departments to help with; reviewing limits, # of cards, enhancement, etc., for optimizing program for each respective unit.

Campus PCard Application and PCard Transfer Checklist Use this to assist in preparation of PCard Applications and PCard Transfers

Standard MCC Code Listing for PCards:

  • 951 (Basic PCard)
  • 954 (PCard Plus Enhancement)
  • 957 (PCard Travel Enhancement)
  • 960 (PCard Hotel Enhancement)

If your PCard has been lost or stolen, or you see a fraudulent transaction in UAccess Financials contact the PCard Office immediately. If you are unable to reach a PCard staff member directly and/or it is after hours or on the weekend - Contact JP Morgan Chase Customer Services at 800-270-7760 for assistance (do not just leave a message for the PCard Office). Please be sure to follow up with PCard Office providing all of the details including what action was taken by JP Morgan Chase.

Reminders:

  • Liaisons are required to submit PCard Delete forms on individual PCards for terminating/retiring cardholders, and Transfer forms on Department PCards when the responsible cardholder terminates/retires.
  • Reconciler Workgroup forms are to be submitted by Liaison when a Reconciler Terminates/Retires.
  • If a PCard has PCard Plus - and is being used at an event held at a restaurant in a Hotel i.e. Starr Pass, Marriott, Arizona Inn -PCard Administration must be contacted prior to the event to lift the block.

UAccess Financials: Purchasing Card Reconciliation and Fiscal Officer Approval Supplemental Information

Tutorials/Support: UPK Tutorials, UAnswers, SuperUsers, Unit Implementation Leaders, 24/7

A wallet size PCard general guidelines card with excerpts of Purchases Allowed and Not Allowed can be printed.