Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise...

Reconciler Dashboard – Action List

PCard Compliance: A Journey from the Trenches to the Enterprise

1

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


2

Reconciler Dashboard – Action List Agent


3

Reconciler Dashboard –Weekly Status


4

Reconciler Dashboard – Vendor Lookup


5

Reconciler Dashboard – Document List


6

Next Stop – Manager Dashboard

PCard Management Dashboard• Department performance• Cardholder performance• Transaction review• Cardholder list


7

Manager Dashboard – Department Performance


8

Manager Dashboard – Department Performance


9

Manager Dashboard – Cardholder Performance


10

Manager Dashboard – Transaction Review


11

Manager Dashboard – Transaction Agent


12

Manager Dashboard – Cardholders


13

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


14

Resources

Maria Swarts [email protected]

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


15

mailto:[email protected]

http://www.pacs.arizona.edu/Purchasing_Card

http://www.fso.arizona.edu/compliance/pcard

Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise...

Documents

Transcript of Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise...