P-Card Manual & Template

The pcard agreement is at the heart of pcard controls, and your card issuer can help you develop yours; but review examples as you create it.… Read More

An example form to manage requests for different p-card spending limits, release of a specific MCC, requests for replacement cards, and account closures to simplify tracking status.… Read More

This template provides an example of a purchase card agreement for enrollment of an employee. Format Microsoft Word.… Read More

This template is an example of an application for enrollment in the purchase card program. Format Microsoft Excel.… Read More

Pcard applications are at the heart of pcard controls. Your card issuer can help you develop yours. Here is one example.… Read More

P-card application and cardholder agreement example.… Read More

This template provides an example of a form for a cardholder to approve charges on their account statement. Format Microsoft Excel.… Read More

This template provides an example of a form that a cardholder may use when disputing charges appearing on their account statement. Format Microsoft Excel.… Read More

Use a disputed charge form to assist in gathering information regarding the specifics of a disputed card charge as well as its status.… Read More

Use a disputed charge form to assist in gathering information regarding the specifics of a disputed card charge as well as its status.… Read More

Card purchase logs are a good means of control. If you are considering requiring your cardholders keep a log, here is an example to review, to help you determine the kind of information that you want to collect.… Read More

This template provides an example of a form that can be used to document changes to a cardholders account. Format Microsoft Excel.… Read More

This template provides an example of a purchase card manual for participants in the program. Format Microsoft Word.… Read More

This template provides an example introduction to a purchase card program. Format Microsoft Word.… Read More

Provide this form to cardholders to record transaction information for missing receipts (and remind them of the importance of receipts).… Read More

This template provides an example of a form that may be used by a cardholder to document a missing receipt. Format Microsoft Excel.… Read More

Provide cardholders the procedure to follow (along with proper training) if their card should become lost or stolen, to help mitigate any problems might arise from such occurrence.… Read More

Use this example survey for ideas to survey cardholders about your p-card program.… Read More

This p-card statement approval form documents card users' approval of a p-card statement.… Read More

This template provides an example of a log used by a cardholder to track their purchases. Format Microsoft Excel.… Read More

Use a form to notify cardholders and their supervisors of violations to improve adherence to the policies and procedures and to keep track of those violations in case further action is required.… Read More

Use a form to notify cardholders and their supervisors of violations to improve adherence to the policies and procedures and to keep track of those violations in case further action is required.… Read More

Cards are sometimes misused. Use this as an example form for card suspension or termination.… Read More

Use this form to have cardholders identify vendors that refuse to accept card purchase, in order to to convert them.… Read More

Benchmarks, best practices, and the keys to compliance — all at your fingertips 24/7.

Members of the AP & P2P Network have anytime access to hundreds of tools, templates, policies, checklists and calculators for every area of AP & P2P — plus exclusive benchmarking metrics, critical compliance updates and much more. In short, they’ve discovered that membership keeps them working smarter, not harder.

Support

Answers to your tough questions

Online Training

Educational resources to boost your career

Networking

Connect with your peers in AP & P2P

Tools

Time-saving templates, calculators, checklists and more

Keeping Ahead

The latest research and trends

Information

Critical compliance updates and deadlines

Benchmarking

Exclusive research and metrics to guide you and your team

Time & Money

Save time and avoid costly penalties