GOT P-Cards?
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Transcript of GOT P-Cards?
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GOT P-Cards?By:Mike Arnold – Havre Public
SchoolsTeresa Cornell – Harlem Public
SchoolsBrigette Clark – Geraldine Public
Schools
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P-Cards in our schoolsWhere do I get started
1.Contact Denise Ulberg at MASBO Office (406)443-0631
2.Request Application to Participate in MASBO’s P-Card Program.
3.Board must approve Resolution authorizing issuance of individual procurement cards
4.Need to complete Application in full – this is where you set you credit limit, billing date, payment by check or ACH Payment.
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P-Cards in our schoolsWhere do I get started
5.Board must adopt policy (MTSBA Policy7400) Financial Management.
6.Must adopt p-card procedures
Forms Attached
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FORMS – Samples Attached1. P-Card agreement
forms2. P-Card check out sheet3. P-Card Authorization
form4. P-Card Cardholder
Spreadsheet
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ACH vs CHECK• ACH vs Check Process
- Will County Process- Run through Petty Cash Fund- Check Process
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MISCELLANEOUSTo save on paper/or waiting for your
statements to arrive by mailYou can print off your statements
and do not have to wait till statements arrive in mail
Go to www.bmodetailsonline.com
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Procedures to print off statements
1. Click on Reports
2. Click on Billings/Reconciliation
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Procedures to print off statements
3. Click on Detail Billing
4. Enter Report Month/Year & Submit
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Procedures to print off statements
5. New screen pops up, select download.
6. Select PDF, All and view report.
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Procedures to print off statements
7. A new screen pops up with your report. Selct print then all.
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How to Change AccountBalances on Line
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How to Change AccountBalances on Line
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How to Change AccountBalances on Line
Anything you type in the “Instructions Box” will hold up your request and send it to a
client services rep for review.
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Personal Experience with using the P-Card
Spring Orders – Arrive within 2 weeks – No Backorders
Convenience – Travel for sporting teams – can make changes to limits on cards depending what the card is being used for
Specific – District can make card so specific that only food may be purchased with card or maybe just fuel
Card Numbers – Can vary between schools – Track Department, FCCLA, BPA, ETC… Easy way to track all expenditures to a certain department.