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#Us bank expense card how to#
#Us bank expense card full#

Resolve budget check errors for transactions in Peoplesoft by verifying that the chartfield string information has been correctly entered.

Request reallocation access for a cardholder in PeopleSoft, by emailing us: with the following information: Name of the user(s) who will be reallocating, Cardholder name(s) and cardholder employee ID.

Request access to upload bank card statements and receipts for a cardholder as proxy (addition of External Req # field for Bank Card Statements form in BuyWays) by emailing us at Ensure to include the following in your email: Name and employee ID of the proxy/delegated person (add Ext req # information for), cardholder name and last 4 digits of the Bank Card, name and employee ID of manager who will be approving statements for the cardholder.

#Us bank expense card how to#

Learn how to view your US Bank electronic statement (eStatement).Learn how to sign up for account alerts with US Bank.Register your new card with US Bank (organization short name: Umass1), use these links to register and access job aids.Attend UPST instructor-led reallocation and statement upload training, register here.Access job aids and video tutorials for the program on the UPST Resources (Forms & Job Aids) page.

#Us bank expense card full#

Apply for your new card by sending an email to the following information: employee full name, employee ID #, and employee University email address.Your department may require approval by the Fund Administrator for all purchases or for purchases over a predetermined threshold. Note that the UMass BOT Business Expense Policy should be complemented by your campus-specific business expense policy that is maintained by each campus Controller. You are encouraged to review both documents before making any purchases. Purchases must be made in line with the UMass Board Of Trustees (BOT) Business and Travel Expense Policy and Standards (2021), CEO Business Expense Policy (2019), and Bank Card Use Standard (2022). This is a 'one card' program that offers UMass and the cardholders flexibility to use a single card for both travel-related and supplies-related UMass expenses only. The Bank Card is a procurement tool that offers an alternative to UMass purchasing/payment processes for instances where the supplier does not accept a Purchase Order (PO), emergency purchases, and/or for UMass-related travel expenses (based on your applicable department approval). The UMass Bank Card is a Visa credit card issued by US Bank.