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Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise 1 Admin AssocReconcilerFiscal OfficerDeadline TD + 5TD.

Published byLoren McDaniel Modified over 9 years ago

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Presentation on theme: "Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise 1 Admin AssocReconcilerFiscal OfficerDeadline TD + 5TD."— Presentation transcript:

1 Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise 1 Admin AssocReconcilerFiscal OfficerDeadline TD + 5TD + 7 TD + 9TD + 16 CD + 3CD + 5CD + 7 CD + 14

2 Reconciler Dashboard – Action List PCard Compliance: A Journey from the Trenches to the Enterprise 2

3 Reconciler Dashboard – Action List Agent PCard Compliance: A Journey from the Trenches to the Enterprise 3

4 Reconciler Dashboard –Weekly Status PCard Compliance: A Journey from the Trenches to the Enterprise 4

5 Reconciler Dashboard – Vendor Lookup PCard Compliance: A Journey from the Trenches to the Enterprise 5

6 Reconciler Dashboard – Document List PCard Compliance: A Journey from the Trenches to the Enterprise 6

7 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 7

8 Manager Dashboard – Department Performance PCard Compliance: A Journey from the Trenches to the Enterprise 8

9 Manager Dashboard – Department Performance PCard Compliance: A Journey from the Trenches to the Enterprise 9

10 Manager Dashboard – Cardholder Performance PCard Compliance: A Journey from the Trenches to the Enterprise 10

11 Manager Dashboard – Transaction Review PCard Compliance: A Journey from the Trenches to the Enterprise 11

12 Manager Dashboard – Transaction Agent PCard Compliance: A Journey from the Trenches to the Enterprise 12

13 Manager Dashboard – Cardholders PCard Compliance: A Journey from the Trenches to the Enterprise 13

14 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 14

15 Resources Maria Swarts 626-3672 mswarts@optics.arizona.edu UAccess Learning UAccess Analytics: Office Hours (UA-1071) Procurement PCard Office 626-9091 http://www.pacs.arizona.edu/Purchasing_Card FSO Compliance 626-9091 http://www.fso.arizona.edu/compliance/pcard PCard Compliance: A Journey from the Trenches to the Enterprise 15

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