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Purchasing Card Refund Form updated

March 27, 2018

The Purchasing Card Refund Form has been updated to include the Grants Module, Project-Task-Award (PTA) deposits for expense reimbursement. The Grants Module Deposit Form for Purchasing Card refunds is located on the second tab of the Purchasing Card Refund [Excel ] form on the Finance Forms web page .

Please complete the form by entering the following:

Section I:Enter Purchasing Card Information.

Section II:Enter the Total Deposit.

Section III:Enter the following:

  • Reason for Refund – explain the reason for the refund for this Concur Report.
  • Project number – this is the project number where the expense posted
  • Task number – this is the task number where the expense posted
  • Award number – this is the award number where the expense posted
  • Object code – this is the object code where the expense posted
  • Amount of deposit for each PTA

The Bursar’s Office will send the deposit form to the Grants Accounting Office, which will complete a journal entry to apply the expense reimbursement to the PTA.

Questions? Contact Finance Customer Care at financecustomercare @ohio.edu or 740-597-6446.

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