Procure to Pay Release: BluCard Reporting and More!

May 28, 2013

Procure to Pay introduces BluCard reporting, New Org Tree filters, and Executive Leadership dashboard

BluCard report
This new report on the Spend dashboard allows you to see information for your BluCard transactions. The report includes both current BFS data for the transactions, as well as data originally supplied by US Bank. Key business questions the report addresses include:

  • How much BluCard activity is with BearBuy catalog suppliers?
  • Are transactions being approved in BFS where appropriate?
  • What was my total BluCard spend for FY 2013?
New Org Tree filters: all reports now available summarized to any level of the organization
The team has introduced a new structure for Org Tree filters (screenshot below): 

1. 'Org Level' and 'Org Node' filters: return transactions based on the unit that paid for them (the Dept ID on the chartstring). 

2. 'Org Node (Routing)' filter: returns transactions based on the unit that approved them (previously named simply 'Org Node').

 

For more information on Org Nodes, see the UC Berkeley Human Resources Website.
Executive Leadership dashboard
This new dashboard allows you to compare spend and payment activity across UC Berkeley's organization units (Org Nodes). Key business questions the reports address include:
  • Which units are using catalogs when shopping with catalog suppliers?
  • Which units benefit most from current vendor contracts?
  • Are units taking advantage of automated processes, such as electronic invoicing?
  • Which units are achieving early-pay discounts?
  • Are units paying vendors on time?

Learning materials
To learn about new functionality, view the instructional video series hosted by Business Analyst John Leary on the Learning Materials page.