August 1, 2018 Quick Tips Brochure
PCard Liaisons & Reconcilers - PCard Summer School 2018 (PCSS) - 8/1/18 .
2018 PCard Summer School Survey (Now CLOSED)
PCard "Post Date" Statement/Cycle Ranges:
- 6/07/18 to 7/06/18
- 7/07/18 to 8/06/18
- 9/07/18 to 10/08/18
- 10/09/18 to 11/06/18
- 11/07/18 to 12/06/18
- 12/07/18 to 1/07/19 additional dates to follow
PCard Workshops available for registration sign up through UAccess Learning
- Purchasing: PCard Policy (UA-1015) tbd
- Purchasing: PCard Liaison & Reconciler Quick Tips (UA-1157) tbd
Ethics and Compliance Hotline: 1-866-364-1908
The University of Arizona has established a third-party Ethics and Compliance Hotline, which employees, students, and members of the general public may use to anonymously report perceived illicit or undesirable activities such as: fraud, waste, abuse, hate crimes/bias-related incidents or non-compliance with regulatory requirements.
PCard "Post Date" Statement/Cycle Ranges FY18:
- 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
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.
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.
- 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.
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.