Transaction Reconciliation
Allowable or Unallowable
Show Me The Money
100
Vendor name/info, date of purchase, cost, and quantity are 4 of 5 elements required on a detailed receipt/invoice. Name the missing element.
What is a Detailed Description of Purchase
100
What is Unallowable
100
A person who is resource for funding questions and whether a charge code is still available
What is a Financial Analyst
Find your FA using the link in today's invitation
200
An approved expense report can be found in one of these 2 resources.
Oracle and NQUiRE (PCard Transaction Dashboard)
Coming up, Chrissy demos the NQUiRE PCard report
200
What is Unallowable
200
The significance of the number in the videos
https://getyarn.io/yarn-story/f248e04b-06d3-4515-b657-5ab8f7b160b3/embed?autoplay=false
What is NREL's Micropurchase limit (granted by DOE approval)
300
Describe the process if unable to obtain a receipt / invoice from a vendor
What is Recreate the Receipt (or Lost/Missing receipt process)
Coming up, Chrissy walks us through the process
300
What is Allowable
300
Artificially splitting up a transaction to avoid the single purchase limit
What is a Split purchase violation (reportable to the DOE)