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If is CA is not notified by the preparer that an HSA requires approval, is there a way to do some sort of query in PS to determine, by department or college, what is pending?
march016
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May 16, 2014, 4:28:59 PM5/16/14
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You can search for pending HSA's by DeptID either for the DeptID being credited or debited. There is a good job aid for this on the tools and job aids page under the CACoP Cost Transfers section.
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Jerian Lind
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Jun 3, 2014, 10:08:54 AM6/3/14
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There is not a query that can pull collegiate information on what is pending. You can also search all pending HSAs by leaving all fields blank and then sort by deptID.