Dear Colleagues,

We apologize for any disruption caused by the transition to weekly PCard statements. Despite testing, some unforeseen issues have arisen. To address these challenges and ensure a smoother process, we have temporarily reverted users back to monthly statements and paused the automated posting of new PCard transactions into Concur. 

PCard monthly statements for the period 9/26-10/25 (as well as any previous monthly statements) can now be submitted as usual. If you encountered an error on 10/28 or 10/29, please "Save" or “Submit” your report to try again—the errors related to the statement periods should now be resolved (other errors will still require attention).

Please note that all tickets related to the current error will be closed, as the issue will be resolved through this adjustment.

Transition Window for Weekly PCard Statements
To successfully transition users to weekly statements, we need to finalize all monthly PCard statement submissions, temporarily pause the automatic posting of new PCard transactions in Concur (PCards can still be used, but transactions won't appear in Concur during this time), and then move users to weekly statements before resuming transaction postings. The next two weeks will serve as this transition period. Please review the transition dates below.

Important Dates:

• Submission and Approval Deadline: PCard Holders or DCAs must submit the 9/26-10/25 monthly PCard statement by 11/8. It is essential that all previous outstanding monthly statements are also submitted and, if possible, approved by this deadline.
   
• Administrative Processing Window: During 11/11-11/15, no new PCard transactions will appear in Concur, as data feeds have been paused. Then, by 11/18, users will be transitioned to weekly statements, and respective transactions will begin posting no later than 11/19. At that point, PCard transactions from 10/26-11/15 will also be processed and posted to the newly created weekly statements.

Missing the 11/8 Deadline
If PCard Holders or DCAs fail to submit current and previous monthly PCard statements by 11/8, they risk being locked into monthly statements going forward without manual intervention. Note that this manual intervention may require a window of non-PCard use in order to accommodate the transition from monthly to weekly.

We appreciate your patience and understanding as we work through this implementation. 

Sincerely,

Asirra Suguitan
Associate Vice Chancellor and Campus Controller
Business and Financial Services (BFS)
http://bfs.ucr.edu/