CREDIT CARDS

Carleton provides credit cards for faculty and staff (upon management approval) for use in purchasing office supplies or other materials. Credit card use is preferred over the use of a purchase order because of the reduction of administrative costs when using a credit card. Purchase orders should be used with furniture orders and in instances when credit cards are not accepted. Carleton credit cards are strictly for College business.

To obtain a credit card, contact the Purchasing Card Coordinator in the Business Office (x5934) to arrange for the necessary application forms and training. The 30-minute training session will include a review of the purchasing card manual and procedures for approving your transactions. After the training session is completed, the Purchasing Manager will submit the application to JP Morgan Chase Visa. You should receive your card in about a week.

Please consult the purchasing card manual for details and deadlines regarding the College credit card program. Additional training is available through the JP Morgan Chase virtual training website at: https:www.learning.paymentnet.com/default.aspx?logout=true.

IMPORTANT NOTES:

• Faculty members should submit the paper copy of their Visa statement and matching detailed receipts (with the proper account number on each) to the department assistant by the end of the month.

• The department assistant will conduct the “Manager’s Review” on paymentnet and then send all paperwork to the business office for auditing and filing. (The Dean of the College office will perform the “Manager’s Review” for department assistants.)

• Department assistants will not sign off on charges without the appropriate paperwork.

• Charges not checked off by faculty or department assistants will be noted by the Business Office and continued failure to review charges may result in discontinuance of Visa privileges.

• Charges for personal items will be closely monitored – these charges affect Carleton’s tax-exempt status.