Full documentation of the allocation and approval process is provided under the INFO FOR REVIEWERS/ALLOCATORS section of these webpages, and under the RESOURCES - ALLOCATION MODULE tab. A few important general reminders are provided below.

  1. Your department has 14 days from the day that the notification of a new transaction was emailed to REVIEW it (that is, to allocate it to a specific LAFSO and to approve it). If unreviewed at 14 days, it will automatically be charged to the FlexCard’s default LAFSO, which may not be appropriate, thus requiring the preparation of a TOE.
  2. The Allocation Module will generate reminder email notifications as a transaction nears 12 days in unreviewed status.
  3. If the 14-day window is approaching (technically it occurs at 1 PM each weekday) and your department has not yet received the order, the transaction should still be allocated to the appropriate LAFSO and reviewed, in order to avoid any unnecessary TOEs or financial journals to adjust use tax.
  4. Reminders of unreviewed transactions are issued at 30, 45 and 60 days; in the last case, FlexCard Administration is notified and will contact your department.
  5. It is critical that all transactions be reviewed within 60 days, because after that point your department loses the right to dispute even fraudulent charges with the bank.