Office of
Business and Finance

Policies and Forms

Search for policies, forms and other documents by typing a keyword, or browse by choosing the department and/or type of document from the filters below. This repository includes documents managed by Business and Finance as well as other helpful documents.

Type: Form

Dispute Form

Must be received by bank within 60 days from the date of the Bank Statement on which the disputed charge first appeared.

Department: PCard

PCard Application Request

Login to Workday to access PCard Application Request. Refer to Job Aid for navigational guidance. Submission is limited to applicants only.

Department: PCard

PCard GET Application Request

Login to Workday to access PCard GET Application Request. Refer to Job Aid for navigational guidance. Submission is limited to applicant only.

Department: PCard

PCard Maintenance Request

Login to Workday to access PCard Maintenance Request. Refer to Job Aid for navigational guidance. 

Department: PCard

PCard Tracking Log (Non-Travel)

Required for tracking non-travel transactions for Department PCard or Service Center PCard.  Fillable PDF available for key entry – download and save to network folder before use.
Department: PCard

PCard Tracking Log Form (Travel)

Required for tracking travel transactions for Department PCard or Service Center PCard.  Fillable PDF available for key entry – download and save to network folder before use.

Department: PCard

Type: Policy

PCard Policy (2.23, PDF)

Department: B&F Procurement Shared Service Center, General University, PCard, Travel