Updates to Procurement Card Transaction Details report

We’ve updated the CR PRO Procurement Card Transaction Details report in collaboration with the Reporting Work Group to make it easier to find the merchant name on procurement card transactions found in a budget to actuals report.

The most notable change is the addition of accounting date to the report prompts. This allows you to run the report using the same accounting dates as you run on a budget to actuals report so that you can compare the two and see all the PCard transactions along with merchant name and supplier (if those fields are populated).

We’ve also added additional date prompts, along with guidance for each. The report now features more worktags as well.

You can find the updated report by searching for its new name in Workday: CR PRO Procurement Card Transaction Verification Details.

Note: If you have saved filters from the previous version of the report, you won’t lose them.