Salisbury University students on campus

Procard Purchase Documentation

  • Cardholder - The person responsible for charges on the card and completing the transaction log
  • Reviewer - Person responsible for reviewing appropriateness of charges
  • Remember - A reviewer may not review his/her own transactions

Procard Log (PDF)
Instructions for Completing the Procard Log (PDF)


  • Transactions should be reallocated by Cardholder or proxy online in Peoplesoft

Daily Record Keeping

  • Complete SU Transaction Log (required)
    • Show enough detail to answer to an auditor why the purchase was made
  • Keep all documentation - Receipts, Packing Slips, Credits, etc. for purchase
  • Reconciliation of Procard transactions in Peoplesoft

Monthly Visa Statement Reconciliation

  • VISA downloads data daily to the Procurement Card Management System Website
  • Monthly VISA Statement mailed directly to Cardholder also can be downloaded from US Bank website. Contact Vicki McGinnis for log in info.


  • Contact Vendor to resolve any discrepancies.

End of the Month Review

  • Be sure you were billed correctly
  • Reconcile VISA Statement
  • Sign the Purchasing Card Transaction Log and bank statement
  • Put all receipts, related papers, log, & Visa statement together
  • Forward to your Departmental Reviewer
  • Forward all documentation to the PCPA (HH-222) no later than the 15th of the month following the statement date.