p-card usage

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P-CARD USAGEState of Arkansas

Judy JonesDepartment of Finance and Administration

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INTRODUCTION TO INTRODUCTION TO REPORTINGREPORTING

AccessOnline has over 30 AccessOnline has over 30 reports available with more reports available with more reports to be added in the reports to be added in the future.future.

You can run AccessOnline You can run AccessOnline reports configured as you reports configured as you choose by performing the basic choose by performing the basic steps:steps:

1. Selecting a report to run1. Selecting a report to run 2. Selecting the report 2. Selecting the report

parameters parameters 3. Running the report3. Running the report

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Reporting The reports are organized into the

following categories as shown on the Reporting Springboard page of AccessOnline:

1. Program Management - gives you access to summary and detail information about your card program.

2. Financial Management – Monitors expenditures, track variances, and manage account allocations.

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Reporting

3. Supplier Management - gives you access to summary and detail information on your supplier relationships, and other merchants.

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ReportingReporting

4. Tax and Compliance Management - gives you access to information on your sales, use tax data, compliance and 1099 reportable with purchasing programs.

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ReportingReporting

5. 5. Administration - allows administrators - allows administrators to support system to support system functionality.functionality.

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1.Choose reporting on left navigation

bar.

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2. Choose Program Manager

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3. Click the report name link for the report you want.

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Summary or

Detail

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Learn More about ReportsLearn More about ReportsOn some reports, you’re able to select On some reports, you’re able to select

a different output type for the a different output type for the summary report than for the drill-down summary report than for the drill-down (detail) report. There are some (detail) report. There are some restrictions to this function. For more restrictions to this function. For more information on report output options, information on report output options, including browser navigation, refer to including browser navigation, refer to the user guide and the Report the user guide and the Report Samples document.Samples document.

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Reporting

•All AccessOnline reports are parameter-driven and have different parameters based on the data elements available for each report.

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Notes:Notes: The user guide contains The user guide contains

information about information about ALL ALL reports reports available in AccessOnline. The available in AccessOnline. The reports you see when you log in reports you see when you log in depends on the rites assigned to depends on the rites assigned to your user ID by the system your user ID by the system administrator. You have access administrator. You have access to reports that pertain to to reports that pertain to youryour business needs only. You may business needs only. You may see references to reports in this see references to reports in this document that you don’t see document that you don’t see when you log in to AccessOnline.when you log in to AccessOnline.

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Report OutputReport Output

AccessOnline reports offer a AccessOnline reports offer a variety of output formats HTML, variety of output formats HTML, Microsoft Excel or PDF. All Microsoft Excel or PDF. All output formats are fully output formats are fully exportable and viewable online. exportable and viewable online. The default output is PDF for all The default output is PDF for all reports.reports.

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Sample ReportsThe following report samples are

from the Program Management section. To run a report you must use the cardholders name, account number or social security number. You can also find a cardholders account by searching for a managing account. Then you need to know the managing account number, managing account name or company number.

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Learn More!Learn More!

Refer to the AccessOnline Program Refer to the AccessOnline Program Administrator Report Samples Administrator Report Samples document to find detailed document to find detailed description of each of the available description of each of the available reports, including the data reports, including the data elements and a sample of each elements and a sample of each report.report.