The following are helpful tips and reminders when it comes to using your UMass Bank Card.  

  1. Attend UPST instructor-led training to learn how to upload your bank card statement in BuyWays and reallocate transactions, register here
  2. Register your new card with US Bank (organization short name: Umass1)
    Use these links to register and learn how to register. 
  3. Learn how to sign up for account alerts with US Bank.
  4. Learn how to view your US Bank electronic statement (eStatement).
  5. 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: 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
  6. Request reallocation access for a cardholder in PeopleSoft, by emailing us: upst@umassp.edu with the following information:  Name of the user(s) who will be reallocating, Cardholder name(s), and cardholder employee ID
  7. Resolve budget check errors for transactions in Peoplesoft by verifying that the chartfield string information has been correctly entered.  For errors on non-grant funds, please contact your campus Budget Office for assistance.  For errors on grant-funded transactions, please contact your campus Grant Accounting Office for assistance.
  8. Review the Bank Card FAQs for additional information