University of Michigan P-Card Training
P-Card Online Training Site Map
Introduction:
P-Cardholder Course
Course 1: P-Card Fundamentals P-Card Holder Courses Course Content Module 1: P-Card Program Overview P-Card Program History Program Administration Key Roles and Responsibilities in the P-Card Process P-Cardholder P-Card Reconciler P-Card Approver Module 2. Using the P-Card Keeping the P-Card Secure / Lost or Stolen Cards Making a Purchase Transaction Limits Avoid Paying Sales Tax Automatic Payment Documentation Disputing a Transaction Misuse of the P-Card Overview of the P-Card Process The P-Card Cycle The P-Cardholder's Role Payables and e-Billing Role Lost or Missing Receipts Reconciling a Credit Reimbursement for Out-of-Pocket Expenses Module 3: P-Card Issues and Procedures Card Activation Card Renewal Changing Your P-Card Profile Leave of Absence Transfer to another Department Temporary Change in P-Card Statement Signatures Procedures for Noncompliance and Misuse of the P-Card Policy Guidelines for P-Card Ownership and Cancellation Policy Violations Thank you for completing Course 1 Course 2: Using the P-Card for General Supply Items Course Content Your Fiscal Accountability Spending Authority Signature Authority Your Ethical Responsibility Contracts and License Agreements Conflict of Interest Choose the Appropriate Buying Method Purchases on Sponsored Account & Types of Purchases Allowed with the P-Card Types of Purchases Not Allowed with the P-Card Spend within Your Budget and Spending Limit Reconciling Transactions Thank you for completing Course 2 Course 3: Using the P-Card for Travel Course Content Before Traveling, You Need to Know Departmental Policies Travel Accident Insurance Trip Cancellation Insurance Special Discount Rates and Sales Tax Unused Airline Ticket ATM Cash Withdrawals Overview of the Travel Policies Travel Status Event Identifier Number Receipts Acceptable Travel Receipts Travel Envelopes Airfare Travel Agency Car Rental & University Vehicles Use of Personal Vehicles Parking Fines and Moving Violations Traveling by Rail or Bus Other Transportation Costs Lodging & Big 10 Lodging Contracts and Discounts Meals While Traveling Alcoholic Beverages Using Cash while on Travel Status Travel Reimbursable Expenses Travel Non-Reimbursable Expenses Spouse or Dependent Travel Expenses Thank you for completing Course 3 Course 4: Using the P-Card for Business Hosting Course Content University Guidelines Departmental Policies Purpose of the Event Maximum Meal Allowances Exceeding the Maximum Allowable Cost Per Meal Alcoholic Beverages Purchase of Flowers Business Meals and Hosting Documentation Using the P-Card for Awards, Gifts and Prizes Requirements for Purchasing Gift Certificates Thank you for completing Course 4 Course 5: Using the P-Card for Subject Fee Payments Course Content P-Card and Subject Fees Completing the Subject Fee Payment Form ATM Cash Withdrawals Used as Research Subject Fee Payments Thank you for completing Course 5 Course 6: ATM Cash Withdrawals Course Content Guidelines for ATM Cash Withdrawal Completing the ATM Chas Withdrawal/Miscellaneous Expenses Reconciliation Form Approvals Thank you for completing Course 6
Course 1: P-Card Fundamentals
Course 2: Using the P-Card for General Supply Items
Course 3: Using the P-Card for Travel
Course 4: Using the P-Card for Business Hosting
Course 5: Using the P-Card for Subject Fee Payments
Course 6: ATM Cash Withdrawals
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