All transactions that post to the bank are automatically uploaded into Workday for review and approval. Users must perform all reconciliation in Workday, and there are no requirements that paper copies of statements be maintained (though paper receipts are required to be kept for 12 months after the purchase). If a user still would like to have a paper copy of their statement, they can contact Bank of America and request that one be sent. The default for all new and existing users will be paperless.

Contact the vendor to notify them that Georgia Tech has an exemption certificate and have the vendor process a credit for the sales tax. Provide the vendor with the proper Tax Exemption Certificate.

Contact the vendor to notify them that Georgia Tech has an exemption certificate and have the vendor process a credit for the sales tax. Provide the vendor with the proper Tax Exemption Certificate.

Transaction limits are set by the State of Georgia. Large purchases that are over your transaction limit should be purchased on a purchase order (PO).

There are a number of reasons why a charge may be declined. For example, you may have reached your monthly dollar limit or the individual charge may exceed your single transaction limit. You may have attempted to purchase an item that is not allowed on the PCard. Often a charge can be declined because the vendor has keyed in your PCard information incorrectly, especially the expiration date. Your PCard may have been suspended, canceled, or expired for some reason.

Yes, but to be certain that the food purchase is allowable it is best to review the policy Purchase of Food and Group Meals for Employees, Students, and Guests (5.2.1.9).

Yes, but make sure that you are using a secure site. One indication that a site is secure is if an "s" appears after http in the vendor URL (i.e. https://www). Another indication is a "lock" symbol appearing in the bottom left hand corner of the website. Most secure sites place an announcement on their site.

Yes. The PCard may be used to pay for conference or workshop registration fees if it is held in the United States. All other travel expenses for an employee such as food, lodging, parking, etc., must be processed as normal travel expenses, and may not be charged on the PCard.

Yes. We encourage you to report any suspected fraud, whether it is PCard related or not. The anonymous hotline that the Institute uses is 1-866-294-5565 or the Ethics Point website. You will not have to give your name if you do not want to do so.

Immediately contact the Bank of America’s Fraud Department at 1-866-500-8262. If your PCard has been compromised or used fraudulently, the bank will immediately cancel your account and reissue a new PCard. This PCard will be delivered to your statement address (the address listed on the original Pcard Request form). The bank will also credit your account for any fraudulent charges that have been made.