How To: Respond to an Audited Transaction Notice
Before You Start
Purchasing Card (PCard) transactions may be selected for audit by Financial Management Services to request additional information or documentation needed for compliance. Once a transaction has been selected for audit, the verifier will receive a workflow notification which requires a response.
Step 1 – Access Audited Transaction
Log in to PCard (recommended)
Log in to SU Workflow Notifications
Step 2 – Locate the Transaction Selected for Audit and Click on the Response linkIn PCard Application
In Workflow Notifications
- Enter the requested information in the Response Comment box
Note: If backup documentation (e.g. receipt) is required, return to PCard Worklist, reprint the barcode and fax in documents. Once faxed, acknowledge completion in th Response Comment box.
- Click Send to Auditor button
Note: Some transactions are flagged to provide important information (FYI only). Verifiers will receive an FYI notification, which they should review and acknowledge by clicking the OK button.
What's Next?
- Responses and documents will be reviewed by the auditor. If additional information is required, another notification may be sent.
- Once sufficient information is received, the audit will be marked as closed and the transaction will be removed from the Selected for Audit list.
