If you use your P-card in error to charge a personal expense, please let the business office know right away and we will process the charge using a special spend category, so that your research account will not be deducted. When the expense report has been submitted in WorkDay, you will be asked to log in and approve it. The amount of the personal charge will be deducted from your next paycheck.
If you charge an unallowable expense on your P-card, this will be submitted as a personal expense. The same process described above applies.
· Unallowable expenses - See Yale’s guidelines on “Appropriate Use of University Research Funds” for guidance on allowable expenses, which includes examples of common appropriate expenses, and examples of unallowable expenses.
· Please reach out to the business office if you have any questions about policy in advance of making a purchase with your P-card, or if you wish to request an exception to policy.
o We can submit a request to the Controller’s office on your behalf for an exception to policy, if you can substantiate a valid business justification, or ask for clarification of policy. Yale’s stated policies are not always clear, to us and to you. The Controller’s office will guide us when it comes to gray areas.
o If the Controller grants an exception, this will be attached to your expense report and the expense will be approved.
· Please note that university policies apply to all invited guests, visitors, speakers, students, etc.