User Guides, Forms and Knowledge Base Articles

User Guides, Forms and Knowledge Base Articles Procurement Card Program Cardholder Guide This guide contains the university policies and procedures for the P-Card program. Procurement Card Transaction Log This log is an optional way to track card purchases. Certificate of Missing Receipt This form should be completed for any P-Card transaction that does NOT have an itemized receipt from the supplier. Card Change Request Cardholders may use the Card Change Request form to request changes to an active P-Card. This form must be filled out by the cardholder for the form to route to the correct approvers. Sales Tax Information Iowa State University, as a state agency, is exempt from sales tax in Iowa and some other states. If your supplier is shipping your order to Iowa, you may need an Iowa Tax Exemption Certificate. If your supplier is shipping to a state other than Iowa, you should refer to the chart on our Sales Tax Information page for that state. Fill out the Tax Exempt Form to request a tax-exempt certificate for a purchase in the state of Iowa. Research Participation Receipt and Property Receipt Form The Research Participation Receipt and Property Receipt Form must be completed for the following individuals: • ISU Employees – RPRF/PRF required for all ISU Employees* • Non-Employees** – PRF required for all compensation amounts over $100 RPRF required for all compensation amounts* *Research participant – form required for all compensation amounts except for eGift cards under $100, all eGift cards are to be purchased through Procurement Services via cyBUY . ** - this form is required for all physical gift cards for ALL dollar values Gift Card Inventory Log This log is an optional way to track gift card purchases. Certificate of Missing Gift Cards This form should be completed for any physical gift card that does NOT have a signed Research Participant Receipt and Property Receipt Form completed by the recipient of the gift card. Knowledge Base Articles Card Applications in Workday How to apply for a Purchasing Card or Travel and Hospitality Card Activating Your P-Card or T&H Card Online Procurement Card Verification Understand how to verify P-Card transactions within Workday ISU My P-Card Transactions Report Navigating the ISU My P-Card Transactions report Workday Expenses: View My Expense Reports and Spend Authorizations To find T&H card transactions and Expense Reports, use My Expense Reports or navigate to the Expenses Hub in Workday. View Credit Card in Workday How to view your credit card information (including limits, expiration, and account status) in Workday Card Change Requests How to make changes to an existing P-Card or T&H Card User Guides, Forms and Knowledge Base Articles Procurement Card Program Cardholder Guide This guide contains the university policies and procedures for the P-Card program. Procurement Card Transaction Log This log is an optional way to track card purchases. Certificate of Missing Receipt This form should be completed for any P-Card transaction that does NOT have an itemized receipt from the supplier. Card Change Request Cardholders may use the Card Change Request form to request changes to an active P-Card. This form must be filled out by the cardholder for the form to route to the correct approvers. Sales Tax Information Iowa State University, as a state agency, is exempt from sales tax in Iowa and some other states. If your supplier is shipping your order to Iowa, you may need an Iowa Tax Exemption Certificate. If your supplier is shipping to a state other than Iowa, you should refer to the chart on our Sales Tax Information page for that state. Fill out the Tax Exempt Form to request a tax-exempt certificate for a purchase in the state of Iowa. Research Participation Receipt and Property Receipt Form The Research Participation Receipt and Property Receipt Form must be completed for the following individuals: • ISU Employees – RPRF/PRF required for all ISU Employees* • Non-Employees** – PRF required for all compensation amounts over $100 RPRF required for all compensation amounts* *Research participant – form required for all compensation amounts except for eGift cards under $100, all eGift cards are to be purchased through Procurement Services via cyBUY . ** - this form is required for all physical gift cards for ALL dollar values Gift Card Inventory Log This log is an optional way to track gift card purchases. Certificate of Missing Gift Cards This form should be completed for any physical gift card that does NOT have a signed Research Participant Receipt and Property Receipt Form completed by the recipient of the gift card. Knowledge Base Articles Card Applications in Workday How to apply for a Purchasing Card or Travel and Hospitality Card Activating Your P-Card or T&H Card Online Procurement Card Verification Understand how to verify P-Card transactions within Workday ISU My P-Card Transactions Report Navigating the ISU My P-Card Transactions report Workday Expenses: View My Expense Reports and Spend Authorizations To find T&H card transactions and Expense Reports, use My Expense Reports or navigate to the Expenses Hub in Workday. View Credit Card in Workday How to view your credit card information (including limits, expiration, and account status) in Workday Card Change Requests How to make changes to an existing P-Card or T&H Card User Guides, Forms and Knowledge Base Articles Procurement Card Program Cardholder Guide This guide contains the university policies and procedures for the P-Card program. Procurement Card Transaction Log This log is an optional way to track card purchases. Certificate of Missing Receipt This form should be completed for any P-Card transaction that does NOT have an itemized receipt from the supplier. Card Change Request Cardholders may use the Card Change Request form to request changes to an active P-Card. This form must be filled out by the cardholder for the form to route to the correct approvers. Sales Tax Information Iowa State University, as a state agency, is exempt from sales tax in Iowa and some other states. If your supplier is shipping your order to Iowa, you may need an Iowa Tax Exemption Certificate. If your supplier is shipping to a state other than Iowa, you should refer to the chart on our Sales Tax Information page for that state. Fill out the Tax Exempt Form to request a tax-exempt certificate for a purchase in the state of Iowa. Research Participation Receipt and Property Receipt Form The Research Participation Receipt and Property Receipt Form must be completed for the following individuals: • ISU Employees – RPRF/PRF required for all ISU Employees* • Non-Employees** – PRF required for all compensation amounts over $100 RPRF required for all compensation amounts* *Research participant – form required for all compensation amounts except for eGift cards under $100, all eGift cards are to be purchased through Procurement Services via cyBUY . ** - this form is required for all physical gift cards for ALL dollar values Gift Card Inventory Log This log is an optional way to track gift card purchases. Certificate of Missing Gift Cards This form should be completed for any physical gift card that does NOT have a signed Research Participant Receipt and Property Receipt Form completed by the recipient of the gift card. Knowledge Base Articles Card Applications in Workday How to apply for a Purchasing Card or Travel and Hospitality Card Activating Your P-Card or T&H Card Online Procurement Card Verification Understand how to verify P-Card transactions within Workday ISU My P-Card Transactions Report Navigating the ISU My P-Card Transactions report Workday Expenses: View My Expense Reports and Spend Authorizations To find T&H card transactions and Expense Reports, use My Expense Reports or navigate to the Expenses Hub in Workday. View Credit Card in Workday How to view your credit card information (including limits, expiration, and account status) in Workday Card Change Requests How to make changes to an existing P-Card or T&H Card User Guides, Forms and Knowledge Base Articles Procurement Card Program Cardholder Guide This guide contains the university policies and procedures for the P-Card program. Procurement Card Transaction Log This log is an optional way to track card purchases. Certificate of Missing Receipt This form should be completed for any P-Card transaction that does NOT have an itemized receipt from the supplier. Card Change Request Cardholders may use the Card Change Request form to request changes to an active P-Card. This form must be filled out by the cardholder for the form to route to the correct approvers. Sales Tax Information Iowa State University, as a state agency, is exempt from sales tax in Iowa and some other states. If your supplier is shipping your order to Iowa, you may need an Iowa Tax Exemption Certificate. If your supplier is shipping to a state other than Iowa, you should refer to the chart on our Sales Tax Information page for that state. Fill out the Tax Exempt Form to request a tax-exempt certificate for a purchase in the state of Iowa. Research Participation Receipt and Property Receipt Form The Research Participation Receipt and Property Receipt Form must be completed for the following individuals: • ISU Employees – RPRF/PRF required for all ISU Employees* • Non-Employees** – PRF required for all compensation amounts over $100 RPRF required for all compensation amounts* *Research participant – form required for all compensation amounts except for eGift cards under $100, all eGift cards are to be purchased through Procurement Services via cyBUY . ** - this form is required for all physical gift cards for ALL dollar values Gift Card Inventory Log This log is an optional way to track gift card purchases. Certificate of Missing Gift Cards This form should be completed for any physical gift card that does NOT have a signed Research Participant Receipt and Property Receipt Form completed by the recipient of the gift card. Knowledge Base Articles Card Applications in Workday How to apply for a Purchasing Card or Travel and Hospitality Card Activating Your P-Card or T&H Card Online Procurement Card Verification Understand how to verify P-Card transactions within Workday ISU My P-Card Transactions Report Navigating the ISU My P-Card Transactions report Workday Expenses: View My Expense Reports and Spend Authorizations To find T&H card transactions and Expense Reports, use My Expense Reports or navigate to the Expenses Hub in Workday. View Credit Card in Workday How to view your credit card information (including limits, expiration, and account status) in Workday Card Change Requests How to make changes to an existing P-Card or T&H Card User Guides, Forms and Knowledge Base Articles Procurement Card Program Cardholder Guide This guide contains the university policies and procedures for the P-Card program. Procurement Card Transaction Log This log is an optional way to track card purchases. Certificate of Missing Receipt This form should be completed for any P-Card transaction that does NOT have an itemized receipt from the supplier. Card Change Request Cardholders may use the Card Change Request form to request changes to an active P-Card. This form must be filled out by the cardholder for the form to route to the correct approvers. Sales Tax Information Iowa State University, as a state agency, is exempt from sales tax in Iowa and some other states. If your supplier is shipping your order to Iowa, you may need an Iowa Tax Exemption Certificate. If your supplier is shipping to a state other than Iowa, you should refer to the chart on our Sales Tax Information page for that state. Fill out the Tax Exempt Form to request a tax-exempt certificate for a purchase in the state of Iowa. Research Participation Receipt and Property Receipt Form The Research Participation Receipt and Property Receipt Form must be completed for the following individuals: • ISU Employe