abby koehler (she/her)
Amy Herman (Amy Herman# Library Faculty)
amyjohnson EvCC (amyjohnson)
Cara Joy - Olympic College (Cara J Lunsford)
George Babcock (Seattle Central)
Kirsti Thomas (Seattle Colleges)
Laura Staley_RTC Library
Laurie Shuster (she/her) Pierce College
Lily Kun | SPSCC
Linda Garcia (LCC Library)
Naoko Yasuda - Highline
Traci Taylor (BTC)
00:09:53 Wade Guidry: Shared copy of George's document:
00:09:56 Wade Guidry: https://docs.google.com/document/d/10aNNtamTMO0TRovz76WXgLA9bs81jgoGd47vyYwvKkg/edit?usp=sharing
00:17:06 Amy Herman, Olympic College: George how do you send invoices to your accounts payable office? Do you email pdfs or do you send through Alma or directly in CTClink somehow?
00:21:34 Amy Herman, Olympic College: Do you create a requisition in CTC link?
00:22:39 Amy Herman, Olympic College: OK thank you
00:22:54 Kirsti Thomas (Seattle Colleges): At the other libraries, their admin assistants create purchase requisitions in ctcLink.
00:25:30 Wade Guidry: If anyone would like to share their screen as they ask a question, we can do that ttoo
00:27:50 Wade Guidry: Nice work!
00:27:56 Kirsti Thomas (Seattle Colleges): Good work keeping things balanced George!
00:31:01 Kirsti Thomas (Seattle Colleges): We use the External ID in the Alma fund to record the ctcLink budget chartstring
00:31:32 Kirsti Thomas (Seattle Colleges): One Alma fund can only have 1 ctcLink chartstring. One ctcLink chartstring can be in multiple Alma funds
00:33:20 Amy Herman, Olympic College: That reporting services portal is cool. Does anyone else have anything like that at their college?
00:39:24 Cara J Lunsford: no
00:40:50 Laurie Shuster (she/her) Pierce College: I'm not sure if Pierce has anything like that. Other folks on our team work on the details of the invoices and payments.
00:47:53 Ryer Banta: I'm curious, are P-Cards used at most of our colleges? Our purchasing department at Centralia is dead set against them.
00:48:57 Laurie Shuster (she/her) Pierce College: Pierce uses P-Cards.
00:48:57 Kirsti Thomas (Seattle Colleges): Ryer-- our Purchasing department told us as soon as we migrated to prefer PCard purchases to Purchase Requisitions because it was easier for them to manage
00:49:16 Ryer Banta: Interesting.
00:49:34 Kirsti Thomas (Seattle Colleges): We're also a *huge* institution with thousands of purchasing transactions every month
00:50:27 Laurie Shuster (she/her) Pierce College: Interesting - I think the Pierce P-Card limit per transaction is $3,000
00:51:14 Naoko Yasuda - Highline: We use p-card only when vendors don't accept purchase orders.
00:51:54 Cara Beth: My p-card limit is 5K per transaction, and 10K per billing cycle. Other library staff have lower limits
00:52:18 Ryer Banta: Thanks for that side-bar on p-cards. Interesting to know how others do it. I suspected that other institutions use p-cards more.
00:52:20 Lily Kun | SPSCC: We also use p-cards at SPSCC, but I think our limit is pretty low.
00:52:21 Cara Beth: LOL
00:52:24 Cara J Lunsford: At OC it depends on who's card
00:53:42 Waite: My pcard limit is same as Cara Beth
00:54:34 Waite: If I need to make a really big purchase, my dean has purchasing up my limit
01:02:10 Cara Joy - Olympic College: Thank you for your time - this was helpful :)
01:04:41 Laurie Shuster (she/her) Pierce College: Thanks everyone!
01:06:30 Cara Beth: Our p-card cutoff was mid-May!
01:07:51 abby koehler (she/her): I'm looking forward to sharing this with my Acquisition colleague when he gets back from vacation. Thank you soooo much!!
01:07:54 Melinda Martin: Thanks all!
01:07:54 amyjohnson EvCC: Thank you so much.
01:07:59 Cara Beth: Thanks, George