Agenda
PCard: Simplifying the Reconcilation Process
Track: Finance
Session Number: 9677
Date: Tue, Feb 28th, 2023
Time: 10:30 AM - 11:30 AM
Description:
The University of Oklahoma Health Sciences Center created a bolt-on in PeopleSoft to make it easier for the end user to reconcile their PCard transactions. This bolt-on makes the PCard process bank agnostic. End Users do not have to go into the banking system to review their transactions, everything is done in PeopleSoft including uploading their receipts. Journals are then created to charge the campus for their transactions on a monthly basis. Come see how we turned a tedious process into a simple and easy process for both the end users are our PCard team.
Sub-Categorization: General Ledger
Session Type: Presentation
Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1598
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: All
Knowledge level: Basic
Tell us about you!: I graduated with a degree in Management Information Systems from Oklahoma State University. For the last 20 years, I have been working as a systems analyst or business analyst supporting account systems. I have been with OUHSC for the last 15 years supporting on-prem PeopleSoft, Concur, Jaggaer, and Workday Adaptive. I am the current Chair of the Finance Advisory Group and was a co-chair last year. I have also been the Chair of the Finance Advisory Group for the SCHRUG.
Sub-Categorization: General Ledger
Session Type: Presentation
Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1598
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: All
Knowledge level: Basic
Tell us about you!: I graduated with a degree in Management Information Systems from Oklahoma State University. For the last 20 years, I have been working as a systems analyst or business analyst supporting account systems. I have been with OUHSC for the last 15 years supporting on-prem PeopleSoft, Concur, Jaggaer, and Workday Adaptive. I am the current Chair of the Finance Advisory Group and was a co-chair last year. I have also been the Chair of the Finance Advisory Group for the SCHRUG.
Speakers
Primary Presenter
Melissa Dawn Borchardt
Senior Financial Systems Analyst
University of Oklahoma Health Sciences Center
Co-Presenter
Scott Stuart
Director of Financial Systems
University of Oklahoma Health Sciences Center
