Purchasing - P-Card Records

As of March 1, 2014, purchasing card receipts must be uploaded to the associated transaction in the AccessPlus p ‐ card system. This creates consistency in record retention for all accounting transactions. Hard copies of receipts that are uploaded need to be kept for only one year from the date of the transaction. Procurement Services will retain the electronic copy for 10 years.

Last updated: 01 Mar 2014

Active Retention

Retention: 1 fiscal year – for the hard copy
Managed By: Initiating or Approving Department/Unit

Inactive Retention

Retention: 10 fiscal years – for the uploaded electronic copy
Stored By: Procurement Services

Data Classification

Unrestricted unless record contains sensitive content

Disposal Method

Delete, recycle, or place in garbage if record contains no sensitive content

Resources

Category

For questions about this record type, contact: Purchasing Department