Unit Director sends an email to the Finance Office, and copies the employee’s supervisor, and includes the following infomation:
- Employee’s name
- Employee’s email address
- Employee ID
- Default project
- If the card will require any “add-ons” such as Travel and/or Meals
Standard limits are $2,500 per transaction/$5,000 per day/$25,000 monthly.
Once request is reviewed and additional information or clarification is obtained (if necessary), someone from the Finance Office will contact the employee to set up a time to meet and complete the purchase card request, which includes setting up a date to attend a training session.
After the Finance Office works with the employee to request the card the supervisor will receive a notification for them to approve the request. The request will not be submitted until this approval is processed.
Employee will receive their card at the training session.