P-Card CDD Reports | PowerSchool BusinessPlus

P-Card CDD reports are essential for your ongoing compliance and monitoring processes for P-Card users. All new CDD reports will be stored in a designated folder named "https://support.powerschool.com/dir/12024".

Report Code	Report Name	Description
PCRD1000	Unreconciled Purchase Card Report	This report identifies and lists all P-Card transactions that have not yet been reconciled based on the criteria selected to run the report.
PCRD1001	Transactions by Statement Date	This report identifies and lists all transactions made with purchase cards during a particular statement period and other criteria selected to run the report.
PCRD1002	Exception Report	This report identifies which transactions that will need to be updated. The exception report needs to analyze all TR or OH sets created by the P-Card process APPCSA and list all invoices that do not have a Tax Amount (oh_tax_amt or oh_tax_amt2).

Report Code

Report Name

Description

PCRD1000

Unreconciled Purchase Card Report

This report identifies and lists all P-Card transactions that have not yet been reconciled based on the criteria selected to run the report.

PCRD1001

Transactions by Statement Date

This report identifies and lists all transactions made with purchase cards during a particular statement period and other criteria selected to run the report.

PCRD1002

Exception Report

This report identifies which transactions that will need to be updated.

The exception report needs to analyze all TR or OH sets created by the P-Card process APPCSA and list all invoices that do not have a Tax Amount (oh_tax_amt or oh_tax_amt2).