State PCard November Statement Ready to Reconcile

Published December 8, 2016

Complete your November 2016 Procurement Card reconciliation by December 30, 2016.

Certify Your November 2016 PCard Statement

Complete the reconciliation and certification for the November 2016 billing cycle in the SUNY Finance and Management System (FMS) on the employee services portal at www.suny.edu. The November billing cycle covers transactions from 11/05/16 — 12/06/16.

Use Web Tools Tab To Print Your Statement

  1. Sign on to https://home.cards.citidirect.com with your account credentials.
  2. Select the Web Tools tab option and click on the Citidirect Card Management option. 
  3. Click the next line that starts with NYS-P, which is your level of hierarchy.
  4. Hover the mouse over the menu field named Inquiry, click Statement.
  5. Click Search to list the statements available for viewing and printing.
  6. Click the account number link to see the desired billing cycle.
  7. Click the Print Statement button to print.
Why Use Web Tools Tab to Print Your Statement?

The statement format derived from using the Web Tools tab is preferred because the credit card number is masked and the view provides greater transaction detail. Learn How to Print Your Statement Using Web Tools

How to Certify Your PCard Statement

  • Follow the step-by-step instructions in the Quick Guide.
  • For extra help, view the brief eLearning course called State Procurement Card Web Reconciliation.
  • You will need your UBITName and password to login to www.suny.edu.
  • When finished, print the certification page (Cert Print button), sign and date and obtain approver's signature. File it with the signed Citibank statement, logs or order forms, invoices, and paperwork.

Get Your Approver's Signature

  1. Log in to the Citibank website to print the statement. Obtain your approver's signature and date on the top of the statement.
  2. When finished certifying in the FMS, print the certification page (Cert Print button), sign and date and obtain approver's signature. File it with the signed Citibank statement, logs or order forms, invoices, and paperwork. 
  3. Retain all documentation for 6 years plus the current year.

Best Practice: No Gifts

The purchase of gifts is not permitted. Remember, all of your state PCard purchases are limited to official state use and must be made in a reasonable, rational and cost-effective manner. To be allowable and allocable, all of your purchases should be related to a program purpose. Good, sensible stewardship of public funds requires particular sensitivity in this area.

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