The PCard Start to Finish Guide serves as an overview of university PCard policies and procedures. Finance & Budget is proud to support convenient, safe, and efficient ways for university departments to make small dollar purchases that support the university's mission and monitor expenditures. The PCard eliminates, as much as possible, out-of-pocket expenditures by allowing designated staff and faculty to make purchases not exceeding $10,000 with a university credit card.
Guide Index
View the guide index below to get started. Each section of the guide features critical information, so please review carefully to ensure that you are in compliance with policies and procedures.
- About PCards
- How to Obtain a PCard
- How to Use a PCard
- Managing a PCard
- Reporting Transaction in UAccess Financials
- Monthly Oversight
Resources
Training
Cardholders, reconcilers, and liaisons are required to complete the PCard training available through EDGE Learning before submitting a New Card Request through Concur to ensure they understand university policies and procedures for proper card use. In addition to the core training, a series of specialized training scripts are available to guide users through specific scenarios. These include step-by-step instructions for applying for a new card, closing a card, requesting a new card due to a name change, permanently adjusting card limits, suspending or reinstating a card, submitting self-reports, requesting purchase exceptions, and updating the department’s liaison. Together, these training resources support compliance, reduce misuse, and help cardholders and department staff navigate key processes with confidence.
Please ensure you have reviewed the necessary courses before submitting requests through Concur. A list of these training offerings can be found under Training in the guide index.
Loss, Theft, or Fraud
To uphold university best practices, standards, and for the overall financial health of the university, if an individual or department PCard has been lost, stolen, or if any fraudulent transactions are identified in UAccess Financials, it is essential to take immediate action to protect university assets and ensure compliance.
If an individual or department PCard has been lost, stolen, or fraudulent transactions are identified in UAccess Financials or in the Banking System, lock your card by logging into your Bank of America Global Card Access account.
For individual cards, contact Bank of America Customer Service at 1-866-500-8262 for assistance.
For department cards, send an email to the PCard program at FNSV-Accounts-Payable@arizona.edu providing the fraudulent activity and all related information
Once you've spoken with Bank of America, promptly follow up with an email to the PCard team at FNSV-Accounts-Payable@arizona.edu. Be sure to include a summary of the fraudulent transactions, the steps taken with the bank, and any other relevant details. Timely reporting helps prevent further unauthorized charges and supports the university’s efforts to investigate and resolve the issue efficiently.
For more information about reporting fraud, view the Reporting Fraud webpage.