Bank Card User Tips

For Purchasing and Travel Cards (Bank Card):

• Complete instructor-led T&E online training to learn how to allocate your Bank Card transactions and upload receipts in Concur. 

For Declining Balance Cards:

1. If you do not have access to BuyWays, visit the Accessing BuyWays page to learn more how to get access to BuyWays .
2. If you can access BuyWays, use the Upload Bank Card Statement and Receipts Job Aid.
3. 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 upst@umassp.edu. Ensure to include the following in your email:
   1. Name and employee ID of the proxy/delegated person (add Ext req # information for),
   2. Cardholder name,
   3. Last 4 digits of the Bank Card,
   4. Name and employee ID of the manager who will approve statements for the cardholder.

All Card Users Should:

1. Register your new card with US Bank using the organization's short name: Umass1.
2. Learn how to sign up for account alerts with US Bank.
3. Learn how to view your US Bank electronic statement (eStatement).
4. Review the Bank Card FAQs for additional information