Reconciling Auto-Approved PCDO Transactions
Policy Compliance
To maintain policy compliance, Reconcilers/Fiscal Officers must now certify that the reconciliation was completed within 90 days of the auto-approve date. Please follow the appropriate steps below:
How to Locate Auto-Approved PCDOs
Go to PCDO Document Search
- Enter the Date Created From and Date Created To
- Type *auto approved* in the Document Description field
- Enter the name in the Cardholder Name field as: *First Name*&&*Last Name* so that the search contains anything with the First Name and Last Name, in any order
Note: The Document Search also lets users filter out by Account or Chart-Org code. This search returns results for any PCDO document that utilized the Account Number entered or Organization that the Account belongs to (not hierarchy based). However, the search results may display a different Account/Org used within the document (including a central clearing/holding account) as the default, but this still includes all PCDOs that used the Account or Org entered.