Skip to Content
California State University, Long BeachCalifornia State University, Long Beach

Monthly P-Card Reporting Process

Send monthly cardholder transaction report and itemized receipts to:

Accounts Payable
Foundation Building, Suite 280
Mail Stop 9901
Attn: Card Programs Technician

Documents to be submitted:

  • Cardholder Account Statement (printed from US Bank’s portal “Access on Line”)
  • Itemized receipts in order as they appear on the Statement

If applicable:

  • Completed Lost/ itemized receipt form
  • Written approval for any restricted items
  • Completed Hospitality or Gift and Awards forms
  • Approved ATI E & IT Checklists

The following are cardholder and appropriate administrator responsibilities:

  • Review all monthly transactions in Access Online and update chartfields prior to submitting the monthly report
  • Cardholders are responsible for the security of their Procurement card; the card is to be used by the cardholder only and cannot be used by other employees
  • Appropriate Administrator must ensure sensitive items (camera, laptops, etc.) are reported to Property Management for tagging in accordance with University Guidelines
  • Remember to adhere to any college/support area specific timelines for report submittal

Note: If the funding for the expenses should involve a Grant or a G fund, applicable reports and receipts are to be routed to Office of Research and Sponsored Programs for Grant Allow ability review prior to submission to Accounts Payable.

Contacts: Tammy Connors at extension 5-2697, Orly Fuentes Rio at extension 5-4054