Executive Summary
In the
Purchasing & Travel Department at BYU, each month a report is run to find
issues that are reported on a monthly “Compliance Report” to controllers of the
department on campus. The purpose of the report is to make sure employees are
reporting and documenting the use of university resources in a correct and
timely manner.
Five
reports are run through Y-Expense, formatted to keep only the information
needed, and then compiled to create the Compliance Report. These reports are
Unattached Card Transactions, Unattached Cash Advances, and Open Purchasing,
Travel and Visitor Expense reports.
My boss who compiles these reports usually takes
a whole day to complete the task. He runs each report, filters and formats the
information to leave the correct data, deletes duplicates, pulls information in
to match operating units to department controllers, then sends each controller whose
department is included on the report a copy. My project streamlines this
process to make the task one that can be completed with a few clicks instead of
hours of tedious work.
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