Submit and Approve Outstanding PCard Expense Reports

May 15, 2019

Action Required by June 1, 2019

To prepare for year-end close, Procurement did a review of outstanding expense reports. They discovered a large amount of “draft” reports that have not been submitted and include unprocessed PCard transactions. These expense reports must be submitted, approved, or deleted prior to June 1, 2019.

When reviewing the unprocessed expenses and reports, please follow the instructions listed below:

For Ops Managers, Lead Administrators, and Business Operations Leadership -

  • Open Workday and type in “Find Expense Reports by Cost Center”
  • Adjust the date range: Suggested beginning date should be “07/01/2017” this will ensure all reports will be included within the search.
  • Click “DRAFT” as the type of report you would like to view.
  • Your results will be displayed.
  • Please edit the expense report as necessary and submit for approval.   

For Individuals with University Purchasing Cards:

  • Open Workday and type in “Go to My Reports”
  • Adjust the date range: Suggested beginning date should be “07/01/2017” this will ensure all reports will be included within the search.
  • Click “DRAFT” as the type of report you would like to view.
  • Your results will be displayed.
  • Please edit the expense report as necessary and submit for approval.   

Procurement will continue to communicate throughout the month of June the requirement that  all “Draft Reports” must be submitted and approved.

If you need additional information or have questions, please contact Kathy Chambers, Manager of Procurement SUA/ Pcard Programs at kathy.chambers@yale.edu.

Thank you in advance for your cooperation and attention to this matter.