You will proceed with the following steps if you did not reconcile in PeopleSoft Finance:

  1. Fill out the Small Purchase Charge Card Coversheet.
  2. Fill out the Small Purchase Charge Card Record.
  3. Fill out an ATV to move charges out of the defaulted account code of 130900.
  4. Make a copy of the ATV once filled out.
  5. Send the ORIGINAL ATV to Financial Reporting, MSC 5715.
  6. Keep all original documents with your SPCC records.

The forms can be found on the forms index of the Financial Procedures Manual. 
For questions email appa@jmu.edu

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