AP Purchase Cardholder Agreement

Summary

Overview of Form, Workflow, and Document Storage for the AP Purchase Cardholder Agreement

Body

Overview

The Accounts Payable Purchase Cardholder Agreement is used to request a Purchase Card from US Bank.

This form is available to All University of Idaho Employees.

Form

This form can be filled out for yourself, or on behalf of someone else

  • Required fields include:
    • Who are you entering this information for?
    • Date
    • Monthly Credit Limit (If different from $20,000 default)
    • Single Purchase Limit (If different from $5,000 default)
    • Credit and Purchase Limit Explanation (If Monthly Credit or Single Purchase limit is different)
  • You are also required to attach your Pcard training certificate

Workflow

The Approval Workflow Consists of the following steps:

  • If form is submitted on behalf of employee, form routed to employee
  • Form routed to to Supervisor
  • Form routed to Business Officer
  • Form Routed to Accounts Payable
  • Form filed to Content

Document Storage

The final document is stored in Etrieve Content.

 

Additional Information

Link to Form

 

Additional Images

Uploaded Image (Thumbnail)

Details

Details

Article ID: 3611
Created
Fri 8/1/25 2:17 PM
Modified
Fri 8/1/25 5:49 PM