Procurement Card (PCard) Monthly Summary for Research Foundation (RF)

RF PCard cardholders report transactions monthly within 15 days of receiving the PCard statement.

Unallowable Purchases

Unallowable purchases will become the personal responsibility of the Principal Investigator (PI). The PI must ensure that funds are available to cover the expenditures.

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Completing the Microsoft Excel Form

  1. Browse the tabs of the Excel document for instructions and form content
  2. Enter requested information into the form
  3. Print the form
  4. Get required signatures
  5. Scan a copy of the signed form for your records
  6. Send the completed form and associated receipts or invoices electronically to:  within 15 days of receiving the PCard statement.

Need Help Completing the Form?

Valerie Dennis.

Valerie Dennis

Asset Management, Card Programs and eProcurement

Financial Management

Phone: 716-645-2604


Form Facts

Form Type: Downloadable, Microsoft Excel document

Requirements: Microsoft Office Excel

Updated:  1/2020

Owner: Financial Management