Financial Administration Responsibilities

Each department's Financial Administrator/Partner is responsible for the following items in terms of ProCard oversight:

  1. Be aware of the active cards within the department.  The Procurement Card Data by Department report will provide this information.  Power BI Reports > FI > Procard > Procurement Card Data by Dept or Empl ID
  2. Reconcile the approved Monthly Activity Report(s) to the budget account(s) to ensure all charges were transmitted and reallocated properly.  (The PI-03/CONT-03 report links to the ProCard detail. Power BI Reports > FI > Individual > PI-03/CONT-03A/CONT-03B)  Spot check the business purposes as indicated on the report.  Business purpose should be for the benefit of the department/university/project.
  3. Ensure ProCards are canceled upon employee termination or transfer to another department.
  4. Work with the unit liaison to address ProCard issues as needed.