Procard purchasing

  • Are there sufficient funds in the grant to make the purchase? (direct current expenses, consultants, capital equipment, etc.)
  • If needed, check with business office to ensure vendor is approved
  • Complete a Jotform, including the justification field which must be filled out with an explanation of the research purpose/benefit to the grant
  • Select the purchase type
  • Select the PI for approval
  • Software purchases now require preapproval – click here
  • Please verify who the cardholder is. Bastani is the cardholder for all Travel/registration-related purchases.
  • A routed Jotform is required before the purchase is made

out of state/overnight travel steps

1. Prior to travel, complete a preapproval with an estimate of travel expenses in Concur including a justification and account number (if using more than one account number add that information to the notes section and allocate expenses accordingly).

2. If purchasing airfare, complete a Jotform prior to purchasing. Use Bastani’s card for all travel/registration purchases.

3. After travel, when submitting for reimbursement utilize the Concur preapproval to complete expense report. Attach receipts including hotel, Uber/Lyft/Taxi, public transit, airfare, baggage, etc.. Attach an agenda if travel was to a conference or related meeting and adjust per diem reimbursement if meals were provided.

4. Andrew’s Video on Travel Reimbursement

5. Travel Guide