Purchase Card Manual: Forms and Reports

• Forms
• Reports

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Forms

• FIN 113 - Purchasing Program Request for Card/Card Detail Change (PDF) (government access only)
• FIN 113/A - Government Purchasing Card Acknowledgment of Terms of Use and Consent (PDF) (government access only)
• Purchase Card Transaction Register forms are available at the OCG Forms Site (government access only)
• FIN 182 - Commercial Card Coordinator/Alternate Change Application (PDF) (government access only)
• FIN 150 - Purchasing Card and Business Transaction Account (BTA) Reporting and Access Request (PDF) (government access only)

Reports

The Bank of Montreal (BMO) Spend Dynamics system has a vast library of reports available to cardholders and card coordinators. There are over 75 standard reports and over 1,000 custom reports available. There is also an ad hoc reporting feature that will provide access to all information stored in the BMO data warehouse.

Access to information is controlled by the user roles that a user has been granted in Spend Dynamics. Cardholders will only have access to their own transactions, and ministry card coordinators will have access to their ministry only. A "Reporting" role allows selected ministry staff access to assigned hierarchy levels within their ministries. The "auditor" and the "government card coordinator" roles provide reporting capabilities of the entire province.

Reports are accessed from Spend Dynamics in the Reports module. Users will require a username and password, which is available from the ministry card coordinator.

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Designating or Changing Card Coordinators/Alternates < Previous | Next > Spend Dynamics