In Travel & Expense Management’s continued effort to support departments with effective fiscal management and to increase transparency around corporate card usage, we are pleased to offer an optional reporting tool for financial managers.
We invite you to opt-in to receive scheduled reports that detail:
- Unassigned Transactions – Charges not yet added to an expense report
- Assigned Transactions – Charges that have been added to an expense report, but not approved
While cardholders will continue to receive individual notifications, providing this report to financial managers will enhance our collective ability to be responsible stewards of University funds. It also allows for more timely processing of transactions, particularly those related to contracts and grants.
If you are interested in receiving this report, please submit a Concur Financial Report ticket. In your request, include:
- The HR Units you support
- The recipients of the report
- Your preferred reporting frequency
- A note indicating you would like the “Unassigned and Assigned Transaction Report”
Should you have any questions or need assistance with the request process, please don’t hesitate to reach out to travel@ucmerced.edu
Thank you for your partnership in promoting fiscal responsibility and operational efficiency.
