Introduction
If you are responsible for making purchases for your service area, you maybe entitled to a purchase card.
How to apply
Follow the steps below to apply for a purchase card.
1Fill in the application form
To apply for a purchase card, fill in the relevant form below:
Information you’ll need to provide
The form will ask you:
- to justify why you need the purchase card
- the maximum you will spend in 1 transaction
- how much you expect to spend in any 1 month
- the supplier categories, also known merchant categories, that you need access to
- the name of your director (or headteacher for a school application)
- your default cost and detail code.
2Approval and set up
The completed form is automatically sent to your director (or headteacher for a school application) to be approved.
If your director accepts your application, they will:
- nominate a senior manager, known as an approver, to approve transactions and sign off reconciliations
- forward your application to the purchase card admin team.
If your director does not accept your application you’ll receive an email notification to advise you that it has been denied.
3Fill in personal details form
The purchase card admin team will email you a form from the Royal Bank of Scotland. This will ask you for your:
- date of birth
- home address
- email address
- business telephone number
- security password (you’ll use this if you need to contact the Royal Bank of Scotland directly).
To return this form:
4Final authorisation
Your request will then be sent to a finance business partner for authorisation.
Once it has been approved, your application will be forwarded to the Royal Bank of Scotland, who will:
- organise and send your purchase card
- set up a user account for you, and the approver, on their secure online service called Smart Data. You will receive a notification to your personal email once this is ready to use.
5Getting started
Your purchase card and PIN will arrive separately in the post.
You can start to use your card as soon as you receive it.