Procurement - P-Card Records

As of July 1, 2019, purchasing card receipts must be uploaded to the associated transaction in Workay. Hard copies of receipts that are uploaded need to be kept for only one year from the date of the transaction. The electronic copy in Workday will be retained for 10 years.

Last updated: 09 Jan 2025

Active Retention

Retention: 1 year from the date of the transaction for the hard copy, original receipts
Managed By: Initiating or Approving Department/Unit

Inactive Retention

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

Data Classification

Unrestricted unless record contains sensitive content

Disposal Method

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

Resources