Standard Process for TE PCard Reconciliation
Standard Process for SSC TE PCard Reconciliation
One PCard expense report is created per month.
A PCard report is created for a PCard holder when they send in a receipt and request PCard reconciliation of their expenses.
SSC TE creates a PCard expense report in Concur and the report is titled “Not Ready” while the processor is working on the report.
The processor will send note one when the report is first created.
SSC TE will add PCard expenses to the report as the requests are sent in throughout the month.
Once the report reaches the PCard month-end date, the processor will send a notification to the PCard holder to review and submit their report for approval.
The report goes through the normal approval process.
What is PCard Month End?
PCard Month End is a time during the month when SSC TE sends notifications for the report owner to review & submit their expense report.
When is PCard month end?
8 business days from the end of the month
PCard Note #1 Notification Email
SSC TE will send a PCard note #1 notification email once they receive the first PCard request and start a monthly PCard report in Concur.
This email will be confirmation that the report has been created and will give the PCard month-end cut-off dates.
You may also reply to this email if you have a question or need assistance. Example page 2.
FAQ’s
Can you process my report quickly without holding it for PCard Month end?
Yes, please request this when you send your email request to expensereports@umich.edu for processing.
Can I add a reimbursement to my PCard report?
Yes, when an out-of-pocket expense is added to the PCard report, notification for review and submission is sent right away as opposed to holding the report until the PCard cut-off date.
Sample of communication from SSC:
Greetings,
I have added the submitted expenses to the newly created October 2021 P-Card report.
Additional expenses can be added to this report until the end of business on October 20th,
2021. Any P-Card expenses submitted after that date will be added to the following month’s
report.
You will receive a notification when the current report is ready to be reviewed and submitted to
an approver.
Please contact me if you have any questions.
Kind regards,
Name
Direct number
TDx ticket number