Blu Card/Event Card Reconciliation
Administrative Operations serves as the primary Approver in BFS for all card transactions. We will review purchases made by the cardholder and work of the Reconciler, notify them of any errors, and approve transactions in BFS to show all steps have been completed and within compliance of Procurement Services. To ensure audit defensibility the "3 Strike Rule" will be strictly enforced.
Minimum Documentation Requirements:
- Order Approval - Electronic or wet signature approving the order.
- Documentation - What was purchased and how much it cost (i.e.. invoice, receipt, etc.).
- What was received - Documentation showing goods were received. (i.e.. packing slip, in-house receiving system, or email/note from receiver indicating what was received.
For a more detailed description of these Minimum Documentation Requirements please click HERE.
Need a step-by-step video to re-fresh you on the steps to reconcile your BluCard transactions? Please watch this BFS 9.2 Instructional Video!
Once you are ready to submit all your documentation to be reconciled please follow the below steps.
Step 1a: For BluCard transactions please complete this form:
Step 1b: For all Event Planner Card (EPC) transactions please fill out the Event Planner Card Authorization Form