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Pcard Reports

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Crystal Reports software is not required to run the web report templates.


PCard Reconciliation Report Templates

PCard Transactions by Default Department Org WEB Report

PCard Transactions by Default Department Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-08-19

Description:
Displays all Procurement Card (Pcard) purchases (card swipes transmitted by the bank) and their status for an Organization within a specific time frame. Transactions listed are associated to a Department Organization code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements.

Report Help:
PCard Transactions by Default Department Organization [.pdf]

Prompting Query Fields:
- Default Dept. ORG code
- Starting transaction date
- Ending transaction date
- Status code

PCard Transactions by Default Faculty Org WEB Report

PCard Transactions by Default Faculty Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Procurement Card purchases (card swipes transmitted by the bank) and their status for a Faculty level ORG within a specific time frame. Transactions listed are associated to a Faculty Organization code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements<,/p>

Report Help:
PCard Transactions by Default Faculty Organization [.pdf]

Prompting Query Fields:
- Faculty ORG code
- Starting transaction date
- Ending transaction date
- Status code

PCard Transactions by Default Fund WEB Report

PCard Transactions by Default Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Procurement Card (Pcard) purchases (card swipes transmitted by the bank) and their status within a fund for a specific time frame. Transactions listed are associated to a Default Fund code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements
.

Report Help:
PCard Transactions by Default Fund [.pdf]

Prompting Query Fields:
- Default Fund code
- Starting transaction date
- Ending transaction date

PCard Transactions by McGill ID WEB Report

PCard Transactions by McGill ID CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-10

Description:
Displays all Procurement Card (Pcard) purchases (card swipes transmitted by the bank) for a given employee id within a specific timeframe. The employee id may be that of a cardholder or an administrator, depending on the desired output. Transactions listed are associated to a Default Fund code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements.

Report Help:
PCard Transactions by McGill ID [.pdf]

Prompting Query Fields:
- Starting transaction date
- Ending transaction date
- Employee ID
- Cardholder or Administrator

Posted PCard Transactions by Department Org WEB Report

Posted PCard Transactions by Department Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-14

Description:
Displays all posted Procurement Card (Pcard) purchases in a Department ORG for a given fiscal year within a range of fiscal periods.

Report Help:
Posted PCard Transactions by Department Org [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Dept. ORG code

Posted PCard Transactions by Faculty Org WEB Report

Posted PCard Transactions by Faculty Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-14

Description:
Displays all posted Procurement Card (Pcard) purchases in a Faculty ORG within a range of Fiscal periods. Transactions are grouped by Department ORG, Cardholder, and by Fund.

Report Help:
Posted PCard Transactions by Faculty Org [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Faculty ORG code

Posted PCard Transactions by Fund WEB Report

Posted PCard Transactions by Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-14

Description:
Displays all posted Procurement Card (Pcard) purchases in a fund within a range of Fiscal periods. Transactions are grouped by Cardholder.

Report Help:
Posted PCard Transactions by Fund [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Fund code

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