Understand the processes and responsibilities involved in using a Purchase Card. Objectives
Understand how the purchasing card works - the order processing cycle; control features; responsibilities; Merchant category codes; the Ordering process; account codes etc.
How to carry out Month end reconciliation using E-Solutions - finding transactions, understanding/editing VAT where necessary, etc.
How to approve transactions (for those with approval status only).
An understanding of how to use the internet is essential.
Demonstration/discussion. Who Should Attend
Any card-holder or manager/authorizer may attend these sessions.
Only for staff who have applied for and been approved to receive a Purchase Card. All new card applications will automatically be put onto the nearest training date prior to the card being issued. No cards will be issued without training.