While Procurement Travel Cards are managed through Purchasing, the Firstsource Team audits PT Logs.
All travel policies and rules for reimbursement also apply to PT cards and PT Logs. Please go to Travel Policies on UW TravelWIse to see more information regarding policies.
If there are any questions regarding how you can and cannot use your PT card, please contact the Firstsource Team at 715-836-3131 or email@example.com.
On a biweekly basis, PT logs are run based on the Statement Dates from US Bank. These are automatically pulled into your My Tasks section of eForms. Please attach the needed documentation and submit this on a regular basis. If you are questioning what documentation is needed, please contact the Firstsource Team at 715-836-3131 or firstname.lastname@example.org. Generally, bank statement, receipts, and an agenda is needed for all PT logs.
NOTE: Make sure to download and attach the Travel Authorization (TA) and approval email to your PT logs.
Top 5 PT Log Send Back Reasons:
1. Agenda Needed
Reminder: an agenda, conference information, or a travel itinerary is needed for all PT Logs
2. Sales Tax Issue
Reminder: UWEC is tax-exempt, therefore we cannot pay taxes in WI. Taxes paid in WI must be returned to the University either from the vendor or personal funds
3. Receipt Needed/Itemized Receipt
Reminder: All transactions require itemized receipts
4. Missing Bank Statement
Reminder: Every PT log requires the correlating Bank Statement from US Bank
5. Rental Vehicle Issue
Reminder: All gas receipts must have correlating rental vehicle receipt attached to the log
Reminder: We cannot pay for: Refueling Charges through Enterprise, car seats, GPS, Toll Passes, Satellite Radio, Etc.