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How do I complete the year-end close out process?

To assist with the year-end closeout process, and in alignment with the Office of Finance and Administration Principles of Work, Procurement Services and Card Services have teamed up to create the Year End Planning Guide.

In this planning guide, you will find explanations of the business practices for each area, the reason why that practice is important, the reports or queries that will help identify items for review, instructions for how to analyze the query results and action needed, if applicable.

The document addresses MarketPlace POs and non-MarketPlace POs, as well as Card Services areas such as PCard, Fleet Card, and Virtual Payables.

Related Article: Where can I find the PCard billing cycle calendar?

Updated on June 16, 2022

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