Forms and Manuals

Finance

Bursar

Payroll

Purchasing

Purchasing Card

Tax

Travel

Purchasing Card Forms and Manuals

Use the links below to access the forms and manuals.

Forms

Forms	Comments
Addendum to Application	Use this form to make changes to an existing account (i.e. spending limits, PARIS reviewer, name change, etc.)
Application	Complete to apply for an Ohio University Purchasing Card or Controlled Value Card
Statement Approval  Excel PDF	Complete and attach to monthly statement to clarify reconciliation and approval.
Cardholder Agreement Word PDF	Review, complete and sign to acknowledge understanding of PCard Policy 55.074
Credit Confirmation Excel PDF	Use this form when a credit receipt cannot be obtained from the supplier.
Refund	Complete and submit with refunds made by cardholder.
Statement of Disputed Items  Word PDF	Use to dispute a charge if unable to resolve with vendor.  Refer to FAQs in PCard manual for more details.
Supplier Non-Acceptance Form	Complete and submit to PCard office for vendors who will not accept the PCard.
Transaction Log Excel PDF	Use to log transactions made on the PCard.  Great way to keep track of purchases, receipts, and PARIS updates!

Manuals

Manuals	Comments
GE Netservice Guide	New GE Netservice Guide
PARIS Review Manual	Learn how to update your transaction in the Pcard software using a simple, web-based version of PARIS.
PARIS Manual	PARIS Training Manual for use with the full version of PARIS.  Learn how to update transactions in the PCard/PARIS software!
PARIS Reporting Manual	PARIS Reporting Manual for use with the full version of PARIS.  Learn how to create and export reports!
Purchasing Card Manual	Learn the guidelines governing PCard use.  Includes policy, travel tips, FAQs, and more!