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UMBC PeopleSoft 9.2-based P-card Transaction Log

Learn about UMBC's exemption request for using the PeopleSoft P-card transaction log instead of a separate paper log. Discover how to navigate the transaction log and get answers to your questions.

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UMBC PeopleSoft 9.2-based P-card Transaction Log

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  1. UMBC PeopleSoft 9.2-based P-card Transaction LogMay 22, 2018Management Advisory Services

  2. Agenda • Introduction • Exemption request (Section 12.02) • Transaction Log Navigation • Questions

  3. UMBC Exemption Request(Section 12.02) • Section 12.20 of the GAD P-card User’s Manual provides that every transaction must be recorded monthly on a Cardholder Activity Log. • UMBC requested that cardholders be permitted to use monthly P-card activity reports from PeopleSoft in lieu of a separate paper log. • PS-based log satisfies GAD requirements for a transaction log.

  4. PS 8.9

  5. PS 9.2-NEW

  6. P-card Reallocation Screen Descriptions do not go here! Description field is 60 characters max. Information entered during reallocation is populated in the transaction log (chart-string, descriptions, etc).

  7. Navigation

  8. Closing Notes • All cardholders now have access. • Descriptions MUST be added before accounting period closes (usually 20th of following month.) • MAS advises updating descriptions/chart-strings as transactions post. • PS Reallocation report NOT REQUIRED if using online log. • PS-based log is voluntary at this time. • Contact MAS with questions- x56257

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