[Concurdelegates] Upcoming Launch of Procurement Card Notifications

[Asirra Suguitan]

Dear Colleagues,

Automated notifications from Concur will soon be activated to improve
compliance with UCR policy and reduce the number of unreconciled
Procurement Card (PCard) transactions. These system-generated reminders
will help with timely reconciliation and support accurate department
financial reporting.

PCard transactions older than 7 business days should be reconciled in
Concur. Weekly Concur statement reports are available every Monday, and
approvals should be completed by the following Tuesday. For guidance, see PCard
Expense Reporting
<https://procurement.ucr.edu/pcard#pcard-expense-reporting>.

In addition to launching notifications, the Card Aging
<https://drive.google.com/file/d/1Sf_vdlaXiV0pzTmM9DtTarjNTV8tL_5A/view?usp=sharing>
report is available to help identify past-due PCard transactions that are
ready for action!
Notification Rollout

   -

   Notifications will be issued from UCR Concur (
   EmailReminderService at concursolutions.com).
   -

   PCard Reconciliation Notification Schedule is as follows:

Notice Type

Recipients

Timing

Frequency

1st Notice

Cardholder

7 days past statement close

One-time

2nd Notice

Cardholder

14 days past statement close

One-time

3rd Notice

Cardholder & Financial Approver

21 days past statement close

Every 3 days until submitted for approval

4th Notice

Cardholder & Financial Approver

60 days past statement close

Daily until submitted for approval

Approver Notice

Financial Approver

21 days after the statement period close date

Every 3 days until approval


Policy Reminder: Failure to submit and approve PCard transactions within 30
days constitutes a policy violation and may result in suspension or
termination of PCard privileges.

For questions about this deployment, please contact pcard at ucr.edu.

Sincerely,
*Asirra Suguitan*
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/

[image: ucr-logo-email]
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/concurdelegates/attachments/20250320/a2677650/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 12023 bytes
Desc: not available
URL: <https://lists.ucr.edu/pipermail/concurdelegates/attachments/20250320/a2677650/attachment-0001.png>