University of Missouri - Kansas City

Procurement Services

Untitled Document

Kansas City Procurement

Purchasing Card

Forms

Purchasing Card Application

Change/Cancellation Form

Transaction Dispute Form

Replacement Receipt Form   -   How do I use this form?

 

Fleet Card Application

 

Manuals and References

Purchasing Card Policy/Procedures           PDF

Highlights of New Policy Changes

PaymentNet Access and Navigation - Last updated: 22 Jul 2008

Billing Cycle Dates

Excluded Items List

Limits and Controls

MCC (Merchant Category Codes) and what they mean

 

AP/PO Quick Reference Guide

The University primarily makes payments through one of two systems – Payroll and Accounts Payable. This guide provides general information and guidance on how the University purchases and pays for various goods and services. For more specific guidance on the appropriateness or approval steps necessary please refer to the University Business Policy and Procedure Manual or contact your campus Procurement Services Office or your campus Accounting Office.

Training

Training is mandatory for all new purchasing cardholders.  Initial training is online through Blackboard, and is available 24/7.  New cardholders will be enrolled in the class and sent training information when their application is received in Procurement Services (mail to GSB108 or fax to 5552).

 

Cardholders wishing to review policy and procedures may attend an optional Purchasing Card Revew class.

 

Cardholders may also attend a PaymentNet Class, where they can learn the ins and outs of the on-line reconciliation tool provided by JPMC. 

 

New Approving Officials and Reviewers should contact Procurement Services for individual training.

 

Imaging of Statements

Effective with the February 2007 Statement of Account, the UMKC Campus began the electronic Imaging of all Purchasing and Fleet Card Monthly Statements of Account. All accounts with transactions in a given cycle must have a signed statement of Account on file on the Imaging servers in Columbia MO.  This electronic record becomes the official copy of the UM System.

Imaging Fax Number : 573-884-1293

 Dept Head Signature is not required for the KC campus

Do not use cover sheets

Do not sent receipts, grand totals pages, or other documentation

 

 


 

 

The University of Missouri System has a contract for Purchasing, Travel, and Fleet cards with JPMorgan Chase. UMKC Procurement Services administers the purchasing and fleet card programs, while UMKC Accounting administers the travel card programs.

 

Applications for the purchasing card can also be found in the Forms section of this site. Please ensure all required signatures are obtained before sending application to Procurement Services, 108 GSB. Purchasing cards will be mailed to Procurement and distributed once training has been completed.  Cards must be picked up in person and will not be mailed to the cardholder.

 

Purchasing cards are issued in an individual’s name (must be a university employee). Department cards are not issued.

 

The Purchasing card is set up with corporate liability, and a card Approving Official must be named when requesting a new card. The charges on this card will default to an assigned PeopleSoft MoCode and Account. The Cardholder and Approving Official are responsible for monthly reconciliation of the transactions which occurred on the card.

 

Contact Card Administrator, Krista Young, at 816-235-6299 or youngkri@umkc.edu for assistance.