Works Reports and Roles for Managing Department P-Card Expenses
All Works users have access to Works reports. Department staff responsible for overseeing budgets and expenses can request access to Works for running reports, viewing or editing of transactions by contacting the university P-Card administrator (or email firstname.lastname@example.org). View the Works Reports and Roles page to learn more about the reports and roles available in Works.
Payables – Campus Transaction Dashboard
Run the Payables – Campus Transaction Dashboard to view P-Card transaction details like transaction number, payment status, payment amount and funding segment string used to code the transaction. ProTip: Set the Pay Group search field to P-CARD to filter just these transactions.
Confirm the accuracy of the funding segment string used for all P-Card transactions. If an incorrect segment string was used to code a P-Card transaction that has a transaction number, a Payables Correction must be submitted. If a P-Card correction is needed for an item that does not have a transaction number, a Journal Entry must be submitted. Visit Financial Transaction Corrections for more information.
Budget vs Actuals Reports
Run the Budget vs Actuals (BvA) Reports at least once per month to monitor department-specific financial activity for combinations of funding segment string values by fund. For more information about BvA Reporting, visit Financial Reporting.