Post on 28-Dec-2015
Reconciler Dashboard – Action List
PCard Compliance: A Journey from the Trenches to the Enterprise
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Admin Assoc Reconciler Fiscal Officer Deadline
TD + 5 TD + 7 TD + 9 TD + 16
CD + 3 CD + 5 CD + 7 CD + 14
Reconciler Dashboard – Action List
PCard Compliance: A Journey from the Trenches to the Enterprise
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Reconciler Dashboard – Action List Agent
PCard Compliance: A Journey from the Trenches to the Enterprise
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Reconciler Dashboard –Weekly Status
PCard Compliance: A Journey from the Trenches to the Enterprise
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Reconciler Dashboard – Vendor Lookup
PCard Compliance: A Journey from the Trenches to the Enterprise
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Reconciler Dashboard – Document List
PCard Compliance: A Journey from the Trenches to the Enterprise
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Next Stop – Manager Dashboard
PCard Management Dashboard• Department performance• Cardholder performance• Transaction review• Cardholder list
PCard Compliance: A Journey from the Trenches to the Enterprise
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Manager Dashboard – Department Performance
PCard Compliance: A Journey from the Trenches to the Enterprise
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Manager Dashboard – Department Performance
PCard Compliance: A Journey from the Trenches to the Enterprise
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Manager Dashboard – Cardholder Performance
PCard Compliance: A Journey from the Trenches to the Enterprise
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Manager Dashboard – Transaction Review
PCard Compliance: A Journey from the Trenches to the Enterprise
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Manager Dashboard – Transaction Agent
PCard Compliance: A Journey from the Trenches to the Enterprise
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End of the Tour
For the Future• Currently revising the college pcard form
• Transaction numbers to be filled in by cardholder• Adding subaccount field• One inclusive form – Travel, PLUS, Export Control
• Admin Associate group performance
PCard Compliance: A Journey from the Trenches to the Enterprise
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Resources
Maria Swarts 626-3672mswarts@optics.arizona.edu
UAccess LearningUAccess Analytics: Office Hours (UA-1071)
Procurement PCard Office 626-9091http://www.pacs.arizona.edu/Purchasing_Card
FSO Compliance 626-9091http://www.fso.arizona.edu/compliance/pcard
PCard Compliance: A Journey from the Trenches to the Enterprise
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