Resource UPST Process or Department Resource Type Brief Description of Training Resource
A Sample of a Bank Card Change Request Form Bank Card Job Aid Provides a sample Bank Card change request form with descriptions and describes form approval process for end users to understand what that a multi-level approval is required and may impact the approval time.
Accessing Account Information for a Declining Bank Card in US Bank Bank Card Job Aid Describes how to log into the US Bank account for the Declining Card and the procedure that should be followed to review a Declining Card’s account information including authorization limit (the amount loaded on the card for you), and other information that can help you understand your usage and manage your spending as needed.
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 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 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.
BuyWays Declining Balance Card Missing Receipt Declaration Form Bank Card, Requisition & Purchase Orders Form A DocuSign form for declaring a missing receipt for a BuyWays Declining Balance Card.
Finding Bank Card Statements in BuyWays Bank Card Job Aid Guide for how to locate previous Bank Card statements in BuyWays. It details different strategies including search by External Req number (#), bank statement by amount, and. or searching by bank statement by cardholder name.
Forwarding a Bank Card Application to Different Approver in DocuSign Bank Card Job Aid Outlines the process for departments who require a budget authority to sign off of on bank card applications instead of the cardholder’s listed supervisor. The job aid shows the supervisor the steps they need to follow in DocuSign to assign to someone else.
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 Video Visually demonstrates the process of uploading Bank Card statements and receipts into BuyWays.
Uploading Bank Card Statements and Receipt into BuyWays Bank Card Job Aid Demonstrates the process for uploading Bank Card statements and receipts into BuyWays. Remember that to perform this process successfully, ensure that the UMass Bank Card Statements Form is active on your BuyWays dashboard. Note that account codes used for this transaction is determined by your specific Campus Controller's Office.