This message was sent to CAOs and CFOs on March 19.
UCLA’s Procurement Card (PCard) is a convenient purchasing method that expedites orders, bypasses time-consuming PO procedures, and eliminates irregular invoices. Unfortunately, limited general ledger data for PCard transactions has made some units hesitant to use this purchasing channel. We want to fix that!
In alignment with Concur Expansion efforts, UCLA Campus Purchasing & Payables is working to enhance the PCard transaction data that is fed from Concur into the general ledger.
How Can I Help?
To ensure our solution meets the needs of departments while also considering general ledger character limitations, we've designed a short survey to help identify the top PCard data fields needed for ledger reconciliation.
The survey should take no more than two minutes to complete and is due by end of day Tuesday, March 25.
Can I Share this Survey with My Team?
Yes! Please forward this survey to your unit’s fund manager(s) and any other individuals who may benefit from participating.
What’s Next?
Details of this enhancement will be communicated to CAOs, CFOs, BruinBuy Plus users, PCardholders, and PCard approvers in the coming weeks.
