Upcoming Launch of Procurement Card Notifications
Automated notifications from Concur will soon be activated to improve compliance with UCR policy and reduce the number of unreconciled Procurement Card (PCard) transactions. These system-generated reminders will help with timely reconciliation and support accurate department financial reporting.
PCard transactions older than 7 days should be reconciled in Concur. Weekly Concur statement reports are available every Monday, and approvals should be completed by the following Tuesday. For guidance, see PCard Expense Reporting.
In addition to launching notifications, the Card Aging report is available to help identify past-due PCard transactions that are ready for action!
Notification Rollout
-
Notifications will be issued from UCR Concur (EmailReminderService@
concursolutions.com) . -
PCard Reconciliation Notification Schedule:
| Notice Type |
Recipients |
Timing |
Frequency |
|---|---|---|---|
| 1st Notice |
Cardholder |
7 days past statement close |
One-time |
| 2nd Notice |
Cardholder |
14 days past statement close |
One-time |
| 3rd Notice |
Cardholder & Financial Approver |
21 days past statement close |
Every 3 days until submitted for approval |
| 4th Notice |
Cardholder & Financial Approver |
60 days past statement close |
Daily until submitted for approval |
| Approver Notice |
Financial Approver |
21 days after the statement period close date |
Every 3 days until approval |
Policy Reminder: Failure to submit and approve PCard transactions within 30 days constitutes a policy violation and may result in suspension or termination of PCard privileges.
For questions about this deployment, please contact pcard@ucr.edu.
Sincerely,
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/