Reports – Expense Requests and SU Credit Card Activity

SU Credit Card Information

This report displays both the active and inactive (as indicated by the column Credit Card Inactive Date) Purchasing Cards and Travel Cards for your PTA or Organization, and details of their respective Credit Card Holders and Verifiers, daily and monthly charged limits.

Example Business Scenario	Business Process: Managing Purchasing Cards and Travel Cards information
	Tasks: Track all the SU credit cards information of your Organization
	Business Questions: What are the active PCards and TCards for my organization and who are their respective custodians and verifiers?
Drill-down Reports	You can click on the hyperlinks available on this tab to drill into details on: Employee (Credit Card Holder and Verifier) information Project, Task and Award attributes
Interactive Features	Choose "View" by: Organization Perspective by Project, Task, or Award Owning Organization
Former Reports	FIN_PCard_257_Custodians

SU Credit Card Transaction Report

This report displays all Travel Card and Purchasing Card transactions with merchant, charging and approval details and aging status on transactions that have not been verified and expensed.

Example Business Scenario	Business Process: Reconciling Stanford University Credit Card expenses
	Tasks: Manage Purchasing Card and Travel Card transactions Resolve all the TCard and PCard transaction statuses, total counts and amounts, and aging status, for your PTA or Organization, over a specific period of time
	Business Questions: What are the total PCard transaction details, counts and amounts for the PCard Card holders in my Organization for a specific period? Which PCard transactions are pending verification or approval for my organization and who are the employees whose actions are pending? What charges are on my Organization's Travel Card? What transactions are un-cleared on my Organization's Travel Card, and what are the deadlines for clearing any remaining transactions?
Drill-down Reports	You can click on the hyperlinks available on this tab to drill into details on: Employee (Credit Card Holder) information Project, Task and Award attributes
Interactive Features	Choose "View" by: Organization Perspective by Project, Task, or Award Owning Organization Subtotal by: SU Credit Card Program Description Award Manager Full Name Award Owner Full Name SU Credit Card Number SU Credit Card Transaction Sales Tax Indicator SU Credit Card Transaction Business Purpose Indicator SU Credit Card Transaction Status Description Principal Investigator Full Name Project Owner Full Name Submitted Date Task Owner Full Name Verifier Full Name View by:  Basic or Expanded with PTAE
Former Reports	FIN_PCard_187 FIN_PCard_189 FIN_TCard_301