New improved process for PCard expense reconciliation

Financial Affairs is pleased to introduce an improved process for reconciling monthly PCard expenses.

Starting January 10, 2022, McMaster PCard holders will experience a more streamlined and automated workflow when reconciling their expenses. The new PCard reconciliation process will provide the ability to add attachments, reduce keystrokes and eliminate the practice of hardcopy reports changing hands throughout the university. This change will apply for December 2021 PCard transactions.

Important to note: PCard transactions from November 2021 and prior MUST be reconciled in the ‘old’ system no later than February 28, 2022.

Training sessions will be offered Tuesday to Thursday, 4 times a day during the weeks of January 3rd, 10th, 24th and 31st. You can sign up for these sessions via The Mosaic Learning Hub here (ensure you’re connected to VPN and if you’ve previously signed up for a PCard course, you’ll have to unenrol):

A screenshot of a grey box. Within the box there is text that reads ‘Administration’ and ‘Course administration’ with a drop down icon. Underneath, there is text that reads ‘Unenroll me from FIN Class registration’


Learn more about the new process, delegation capabilities and support available here: