Procurement Spend

Monthly - for the month prior

Audience:

Dean, Executive Officer, Department Manager, Department Group Administrator, Project Director, and Single Administrative Point of Contact (SAPOC)

Description:

This report shows an overview of spending in your department. This allows for analysis of P-Card expenses by card holder, or expenses by account or supplier.

Instructions:

Review this report to ensure expected transactions have posted and to monitor for errors.

Procurement Spend tab:

The initial view of the report shows a summary of the top 10 highest dollar spend by category. Click the large arrow button to view a detailed list of spending for each category, or click the corresponding tabs across the top.

P-Card Holders tab:

Use this tab to review P-Card expenses organized by the P-Card holder's name. It is possible to find a P-Card holder's name on the report that you do not recognize. This indicates that the individual charged a P-Card transaction to your ChartFields. Please investigate this expense to ensure it is not an error.

Accounts tab:

Use this tab to review expenses organized by Account name. Use the Account filter to drill down to a specific Account Code, or to filter out Account Codes that do not require your review.

Suppliers tab:

Use this tab to review expenses organized by Supplier name. Use the Supplier filter to drill down to a specific Supplier. A supplier's name may be listed multiple times if different Supplier ID's were used.

Once you are logged into M-Pathways Financials in another window, click the Voucher ID to link directly to the transaction in M-Pathways.

Note: It is not necessary to review both the Accounts and Suppliers tabs as they contain the same information.

Next Steps: