Course Catalog >> Workplace Effectiveness
ProTrav Administrator and Upper Level Users Training
Course #365
Advertising Description:
The Accounts Payable, Travel and Purchasing departments would like to make you aware of the Upper Level role that is available in ProTrav for administrative users. This role allows users to review Procurement Card or Travel related expenses at an Organizational or Departmental level. It is in intended to facilitate the review, oversight and reporting of these expenses. Individuals who may benefit from this role include Deans, Directors, Department heads, and Faculty/Staff, Support Staff and/or other Supervisory Staff who have account or budgetary responsibility.
Objectives:
1) Users with the Procurement Card Upper Level Role will be able to access via ProTrav:
- A summary of the new Pcard transactions in their ORG or ORG/DEPT combo on a daily basis (by cardholder).
- A listing of "new" cards for their ORG or ORG/DEPT combo during the past 60 days.
- A listing of delinquent Procurement Card Voucher for their ORG or ORG/DEPT combination.
- Links to view cardholder’s transactions, vouchers, receipts, and card information for their ORG or ORG/DEPT combination.
- Reports of vendor spending, summary spend per cardholder, dept, and dollars spent.
2) Users with the Travel Upper Level Role will be able to access via ProTrav:
- A listing of Trips, Reimbursements, Advances for Travelers within their ORG or ORG/DEPT combo.
- A listing of Trips, Reimbursements, Advances for expenses paid on their ORG or ORG/DEPT combo.
- A listing of delinquent Cash Advances within their ORG or ORG/DEPT combo.
- Reports of Travel spending, summary spent per traveler, dept, and dollars spent.
- Search function that allows you to search travel related transactions by Traveler within the users ORG or ORG/DEPT combo.
Participants (audience course is designed for):
Individuals who may benefit from this role include Deans, Directors, Department heads, and Faculty/Staff, Support Staff and/or other Supervisory Staff who have account or budgetary responsibility.