procurement card update fsun general membership meeting april 23, 2014

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Procurement Card Update

FSUN General Membership Meeting

April 23, 2014

New PCard Supplier

Changing from Wells Fargo to US Bank on May 1, 2014

New PCard Supplier

• New US Bank cards have started to arrive

• Cards are being delivered directly from US Bank– To billing address listed for the cardholder

• Cards can be activated at any time

New PCard Supplier

• US Bank cards won’t be turned on for use until May 1, 2014

• Wells Fargo cards will be turned off on May 1, 2014– Wells Fargo cards can be destroyed after

May 1, 2014

ESUP: PCARD IS MOVING TO MY WALLET

What is My Wallet?

Search by Empl ID

PCard Sneak Peek

Sneak Peek:

PCard is Moving to the Expense Report

Training

PCard OnlyTravel &

Expense OnlyPCard & Travel

& Expense

Reconciler Approver Preparer Approver Reconciler/ Preparer Approver

Complete between now and Feb 2015

Travel Auth & Expense Reimb X

Travel Auth & Expense Approval X

PCard Reconciliation - Optional

X

PCard Approval - Optional X

Complete when available

New Online T&E Course X X X X X X

Training

• Cardholders– Access to their transactions in My Wallet

• Add Justification• Attach Receipts

Thank You!

Beth Tapp

bethtapp@umn.edu

612-624-5255

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