2) Request Status Queue Report This report is for maintenance purposes to list all requests initiated 2a. Request Status Report - by the Coordinator (i.e., hierarchy changes, limit changes, re-orders of convenience checks, etc…) Location of the Report: > Program Management > Administration > Request Status Data Elements to Select > Report Output- > Processing Hierarchy Position- enter hierarchy info Required Columns to Review in Report for Adequate Oversight N/A – Report Output- Report Run By- APC and Dept Level Report Frequency- MONTHLY 3) Transaction Approval Status Report Report of pending transactions within 45 and/or 60 days. 3a. Pending Transactions Report - Used to monitor approval and final approval of purchase card transactions and issue warnings of card and account de-activation. Two reports should be extracted from the Transactions ‘Pending Report': 1) Pending Cardholder Approval Transactions 2) Pending Manager Approval Transactions Location of the Report: > Program Management > Administration > Transaction Approval Status Data Elements to Select > Date- 'Posting Date > Transaction Included- 'ALL' > Report Output Select Output’ and – ‘Summary ‘Excel’ > Reporting Hierarchy Position- enter hierarchy info
2) Request Status Queue Report 2a. Request Status Report - This report is for maintenance purposes to list all requests initiated by the Coordinator (i.e., hierarchy changes, limit changes, re-orders of convenience checks, etc…) Location of the Report: > Program Management > Administration > Request Status Data Elements to Select > Report Output- > Processing Hierarchy Position- enter hierarchy info Required Columns to Review in Report for Adequate Oversight – N/A Report Output- Report Run By- APC and Dept Level Report Frequency- MONTHLY 3) Transaction Approval Status Report 3a. Pending Transactions Report - Report of pending transactions within 45 and/or 60 days. Used to monitor approval and final approval of purchase card transactions and issue warnings of card and account de-activation. Two reports should be extracted from the ‘Pending Transactions Report': 1) Pending Cardholder Approval Transactions 2) Pending Manager Approval Transactions Location of the Report: > Program Management > Administration > Transaction Approval Status Data Elements to Select > Date- 'Posting Date > Transaction Included- 'ALL' > Report Output – Select ‘Summary Output’ and ‘Excel’ > Reporting Hierarchy Position- enter hierarchy info