Auditing

On this page:

Timelines

  • 2nd of the month – Telecomm details released for previous month
  • 10th of the month – Previous month has closed in Banner
  • 15th of the month – Chase Credit Card statements received
  • 31st of the month – Deadline for paperwork to be ready for audit

Procedures

Telephone Detail

Balance Available Report

  • Print from WINGS Express and review for each FOAP for each month
    • Finance tab, Wright State Finance Extensions, Balance Available Report, Detail Report
  • Verification signature required

Transaction Detail

  • Print from WINGS Express and review for each FOAP for each month
  • Finance tab, Wright State Finance Extensions, Transaction Detail, Advance Report Filter
  • Verification signature required

Credit Card (ProCard)

  • Complete Procurement Card Log for each card with activity
  • Reconcile procurement card schedule against Transaction Detail report
  • Verification signatures required

Monthly Audit

  • Notify your BSOM auditor when ready for monthly review

    Documents

    Credit Card Procurement Log Sheet (XLSX)