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 ID: 534685
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Slide1
Reconciler Dashboard – Action List
PCard Compliance: A Journey from the Trenches to the Enterprise
1
Admin
AssocReconcilerFiscal OfficerDeadlineTD + 5TD + 7TD + 9TD + 16CD + 3CD + 5CD + 7CD + 14Slide2
Reconciler Dashboard – Action List
PCard Compliance: A Journey from the Trenches to the Enterprise
2Slide3
Reconciler Dashboard
– Action List Agent
PCard Compliance: A Journey from the Trenches to the Enterprise
3Slide4
Reconciler Dashboard –Weekly Status
PCard Compliance: A Journey from the Trenches to the Enterprise
4Slide5
Reconciler Dashboard – Vendor Lookup
PCard Compliance: A Journey from the Trenches to the Enterprise
5Slide6
Reconciler Dashboard – Document List
PCard Compliance: A Journey from the Trenches to the Enterprise
6Slide7
Next Stop – Manager Dashboard
PCard Management DashboardDepartment performanceCardholder performance
Transaction reviewCardholder list
PCard
Compliance: A Journey from the Trenches to the Enterprise7Slide8
Manager Dashboard – Department Performance
PCard Compliance: A Journey from the Trenches to the Enterprise
8Slide9
Manager Dashboard – Department Performance
PCard Compliance: A Journey from the Trenches to the Enterprise
9Slide10
Manager Dashboard – Cardholder Performance
PCard Compliance: A Journey from the Trenches to the Enterprise
10Slide11
Manager Dashboard – Transaction Review
PCard Compliance: A Journey from the Trenches to the Enterprise
11Slide12
Manager Dashboard – Transaction Agent
PCard Compliance: A Journey from the Trenches to the Enterprise
12Slide13
Manager Dashboard – Cardholders
PCard Compliance: A Journey from the Trenches to the Enterprise
13Slide14
End of the Tour
For the FutureCurrently revising the college pcard form Transaction numbers to be filled in by cardholderAdding subaccount field
One inclusive form – Travel, PLUS, Export ControlAdmin Associate group performance
PCard
Compliance: A Journey from the Trenches to the Enterprise14Slide15
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/pcardPCard Compliance: A Journey from the Trenches to the Enterprise15