Use these tips from Business and Finance Services to ensure you have adequate documentation for Procurement Card verifications and find out what to do when you are missing a receipt.<\/p>\n\n\n\n
Each purchase must be supported by itemized documentation of purchase from the supplier. This includes receipts, invoices, and packing slips as well as website or e-mail confirmations. Digital confirmation is acceptable.<\/p>\n\n\n\n
Upload all relevant documentation into the Workday transaction verification via the “attachments” section.<\/p>\n\n\n\n
The itemized documentation of purchase should include each of the following:<\/p>\n\n\n\n
If the receipt includes the total purchase amount only, attach a detailed packing slip or detailed invoice to the receipt.<\/p>\n\n\n
Note:<\/strong> Instruct the supplier to send the itemized documentation of purchase directly to the department by e-mail and not to Accounts Payable.<\/p>\n\n<\/div>\r\n\n\n\n If the card user fails to request or retain the merchant-provided documentation or invoice, the cardholder must complete and sign an Affidavit of Lost Receipt<\/a>. The approving supervisor must also sign the affidavit.<\/p>\n\n\n\n Either the cardholder or the PCDES must attach the signed affidavit to the “attachments” section of the Workday transaction verification.<\/p>\n\n\n\nMissing Documentation<\/h2>\n\n\n\n