- Policies & Procedures
- Contracts & Suppliers
- Purchasing Card
|•||Receiving a Card|
|•||Making a Purchase|
|•||Adding Notes After Ledger Posting|
|•||Review Transaction & Enter Notes|
|•||Monthly Statement - Printing|
|•||Monthly Statement - Supervisor's Review|
|•||Lost or Stolen Cards|
|•||Splitting a Transaction|
• The Cardholder should contact the supplier for items that are not satisfactory (damaged, defective, a duplicate order, etc.) to explain the problem and inquire about return policies. If the Cardholder is unable to resolve the situation, he/she should contact the Purchasing Card Administrator for assistance.
• The Cardholder should verify that credit is reflected on the Electronic Statement for credit vouchers and items returned.
• The Cardholder should contact the supplier to dispute a charge and resolve the difference. If resolution cannot be achieved, contact the Purchasing Card Administrator for assistance.
• The Cardholder should retain the appropriate transaction documentation until it appears on the Electronic Statement. If the purchase or credit does not appear on the statement within 60 days after the date of purchase, the Cardholder or Approving Supervisor should notify the Purchasing Card Administrator.
1. Select Transactions>Manage
2. On the Transaction List screen, click the transaction you want to dispute.
3. On the Transaction Detail screen, click Dispute.
4. Confirm your E-mail Address
5. Select the Dispute Reason from the drop-down list. The system refreshes and might require additional field input.
6. Enter any additional information, if necessary
7. Click Submit