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WELLS FARGO EMPLOYEE EXPENSE USER AGREEMENT

DO I NEED TO ACTIVATE MY CARD?

No.Your card has been activated already.

DO I NEED TO SIGN THE CARD ?

Yes .Sign it on the back immediately !

WHEN CAN I START USING THE CARD ?

As soon as you receive an email from  AC@sdcpm.com 

HOW CAN I USE THE CARD ?

The card has the ability  to be used as a "Credit card" (no pin# needed) or "Debit card"(4 digit personal pin # needed) . Each store has their own policies and if they allow you to use the card as both credit or debit , you can choose

WHEN WILL I GET MY 4 DIGIT PIN # ?

This will be emailed to you by  ac@sdcpm.com .Keep it safe

WHICH STORES CAN I USE THE CARD ?

Any except Home Depot . For Home Depot see HOME DEPOT CREDIT CARD USER INSTRUCTIONS

HOW MUCH CAN I SPEND ?

MAINTENANCE EMPLOYEE 

On the ticket you receive for a specific job , you will be given a maximum materials amount . Do not exceed this amount for all purchases for this ticket

eg Maximum in ticket is $300. You spend $200 at Home Depot and thus you have $300 minus $200 left to spend on non Home Depot receipts if needed

OFFICE EMPLOYEE

Get JB pre approval in your office purchase control ticket.


DON'T LOSE DEBIT CARD!

It can be used as a Visa credit or debit card. If you use it as a debit card you may need to enter your pin# that will be provided soon. Some vendors will give you the option to pay by credit or debit in which case you can choose either as neither incur additional costs.

NO PERSONAL EXPENSES ALLOWED

Do not use for personal expenses, only for items mentioned in the service order or for front office otherwise agreed

CAN I USE IT TO GET CASH AT AN ATM ?

No!

WHAT DO I NEED TO ADD TO THE RECEIPT ADD TICKET # TO RECEIPT

Add IMMEDIATELY on the receipt/invoice the ticket number of the job the specific purchase is, in BIG BOLD TEXT .

I WAS GIVEN MORE THAN ONE RECEIPT FOR THE SAME TRANSACTION

If you get more than one receipt for the same transaction (eg a more detailed invoice) attach that to the ticket too in the same way as above 

UPLOAD RECEIPT 

Using RM CAPTURE INSTRUCTIONS attach immediately receipts to your employee expense control ticket# below 

RG:T#36698  
JP: T#36699  
SR:T#36700  

CAN I THROW AWAY THE RECEIPTS ONCE UPLOADED ?

NO!. Keep them securely in ticket order # for 6 months .Do not leave them in SDCPM office.

WHAT ABOUT REFUNDS/CREDITS ?

Attach refund receipts/credits using the same process as above for receipts. Add a note in the job description what you did and why
eg I got a refund from Golden Hill Glass for $75 because I purchased the glass in error and returned it to the store"



WHAT HAPPENS WHEN I STOP BEING EMPLOYED BY SDCPM ?

When you no longer work for SDCPM , return card immediately and get a receipt from front office person for the card you left

WHAT IF I HAVE  OTHER QUESTIONS ?

Email accounting at ac@sdcpm.com with your specific question . If the question relates to a specific job include that ticket # in
your email. 

SIGNATURE OF APPROVAL OF ABOVE TERMS

By signing below I agree to the above terms  and have received the card 
EMPLOYEE NAME ______________________________________________
EMPLOYEE SIGNATURE__________________________________________DATE :____/____/_____
SDCPM OFFICE  NAME__________________________________________
SDCPM OFFICE SIGNATURE_______________________________________DATE :____/____/_____


FOR FRONT OFFICE POLICY GO TO: EMPLOYEES EXPENSE CONTROL :FRONT OFFICE POLICY