Module 4: Printing Reports and Statements
Cardholder will be notified via email from the Purchasing Card Administrator twice a month as a reminder to complete the Monthly and Semi-monthly tasks. Also, daily emails will be sent from JPMorgan when transactions need to be reviewed.
- Semi-monthly (Mid-Cycle): The Cardholder is to review, add notes, verify Dept ID / Proj ID, account codes, program codes, if applicable, and check the "Reviewed" box for each transaction posted to their card.
- Monthly (End of Cycle): The Cardholder performs Semi-monthly tasks as well as prints the Baylor Transaction Detail report and the monthly Electronic Statement. The Baylor Transaction Detail report is placed on top and is to be signed and dated by the Cardholder, then submitted to the Approving Supervisor to review, sign and date.
**Step by step, detailed instructions on the Cardholder Quick Reference Card is available on the Purchasing Card website.