Procard Reallocation

What is Procard Reallocation?

Reallocation enables authorized reallocators to move charges from the default card account/object code to other valid accounts/object codes within the domain of the reallocator.

University policy requires that all Procard's be set up to reallocate. Each card must have a proxy assigned who will be responsible for reallocating transactions within 30 days of the transaction post date to the appropriate Expense Account Code and Chart Field String in PeopleSoft Finance. There are no exceptions to this policy regardless if the card is set up to default to a specific account code and chart field string.

FAILURE TO COMPLY WITH THE PROCEDURES OUTLINED HEREIN WILL RESULT IN PENALTIES, WHICH MAY INCLUDE A REDUCTION IN THE CARDHOLDER'S AUTHORIZATION LIMITS OR THE CANCELLATION OF THE PROCARD.

If you are interested in attending a procard/reallocation training session please go to Training Opportunities located under myUMassD Portal.

 

Procard Reallocation Job Aides:

Procard Reallocation Account Code List
Please see the list of account codes available for procard reallocation.

Approve/Reallocate Transactions with Single Distribution
This job aid provides step-by-step instructions for approving and reallocating a transaction.

Approve/Reallocate Transactions with Split Distribution
This job aid provides step-by-step instructions for approving and reallocating transactions with split distribution.

Query Procard Information 
This job aid describes the procedure for running queries related to Procard information.

View Posted Transactions 
This job aid describes the procedure for viewing posted transactions.

QuickLinks

x

+