The expense report form should be used by UCM employees when one of the following expense transactions needs to be made:
P-Card Purchase: You have purchased an item on UCM’s business p-card. You will use this form to submit the receipt to the Operations Team for reconciliation. P-card transactions over $2,000 must be approved by the Operations team prior to purchase.
Purchase Order (PO): You would like to purchase a product or service that will cost less than $25,000, and you have received three or more quotes from vendors for the services. You will use this form to submit the quotes and the rationale for the winning vendor to the Operations Team for submission to Procurement. If approved by Procurement, a PO will be created for the vendor, and then, the vendor can provide the product or services.
Purchase Order (PO) Change Request: You have received a PO for a product or service and need to change the amount of the PO. You will use this form to submit the updated quote and rationale for the change to the Operations Team for submission to Procurement.