The following are helpful tips and reminders when it comes to using your UMass Bank Card.
- Attend UPST instructor-led training to learn how to upload your bank card statement in BuyWays and reallocate transactions, register here
- Register your new card with US Bank (organization short name: Umass1)
Use these links to register and learn how to register. - Learn how to sign up for account alerts with US Bank.
- Learn how to view your US Bank electronic statement (eStatement).
- 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
- 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
- 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.
- Review the Bank Card FAQs for additional information