Resource UPST Process or Department Resource Type Brief Description of Training Resource
Bank Card Change Request Bank Card Job Aid Provides example of Bank Card change request form and describes form approval process.
Bank Card Change Request (Restricted/Grant Funded) Bank Card Form DocuSign form used to request a change on a Bank Card that is restricted/grant funded.
Bank Card Change Request (Unrestricted/Non-Grant Funded) Bank Card Form DocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded.
Bank Card Change Request for Restricted/Grant Funded Bank Card Form DocuSign form used to request a change on a Bank Card that is restricted/grant funded.
Bank Card Change Request for Unrestricted/Non-Grant Funded Bank Card Form DocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded.
Bank Card Online Registration Bank Card Job Aid Describes the online registration process for the US Bank Access Online System.
Bank Card Reallocation - Single Transaction Bank Card Job Aid Describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account code and/or chartfield string (funding).
Bank Card Reallocation - Single Transaction Bank Card Video Visually describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account code and/or chartfield string (funding).
Bank Card Reallocation - Split a Transaction Bank Card Job Aid Describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account codes and/or chartfield strings (funding) for a split distribution transaction.
Bank Card Reallocation - Split a Transaction Bank Card Video Visually describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account codes and/or chartfield strings (funding) for a split distribution transaction.
Bank Card Use Standard Bank Card Policy Policies and procedures applicable for all UMass issued bank cards.
Declining Bank Card - Accessing Account Information Bank Card Job Aid This job aid describes the procedure that should be followed to review a Declining Card’s account information.
Finding Bank Card Statements Bank Card Job Aid Guide for how to locate previous Bank Card statements in BuyWays.
Forwarding a Bank Card Application to Different Approver Bank Card Job Aid Outlines how to forward a bank card application approval from a cardholder's supervisor/manager to the appropriate budget authority.
How to View Card Limit Bank Card Job Aid Demonstrates how to check your bank card spending limit.
How to View Your US Bank Statement Bank Card Job Aid Describes how to view bank e-statements through the US Bank Access Online System.
How to Signup for Account Alerts Bank Card Job Aid Describes how to sign up for US Bank account alerts.
Upload Bank Card Statement and Receipts Bank Card Job Aid Demonstrates the process of uploading Bank Card statements and receipts into BuyWays.
Upload Bank Card Statement and Receipts Bank Card Video Visually demonstrates the process of uploading Bank Card statements and receipts into BuyWays.