ProCard Rollout PNC Bank & Visa IntelliLink Procurement Services Summer/Fall 2014.

Slides:



Advertisements
Similar presentations
Procurement Card Programs
Advertisements

PLYMOUTH STATE UNIVERSITY Purchasing Card Program Assistant Coachs Card Athletics Department Revised February 2012.
1 DIVISION OF FINANCE Committed to Service Excellence Payment Card Approval Procedure Step 1. Bookkeeper gets receipts from cardholder & reallocates transactions.
Procurement Card Procurement Card Overview Bookkeepers & Central Office Secretaries FY2014.
CHA Purchasing Card (PCard) Training for Cardholders and Managers
Mark Davis Missouri WIC Customer Service Manager (MIS/EBT) 2012 Missouri WIC Conference.
Procurement Card Program Cardholder Training. Purchasing Goods & Services at Colorado Mesa University Purchases of $3,000 or less Use your Pro Card Reallocate.
 Would you be surprised to know that calls come into the PCard Office from Cardholders, Reconcilers, Approvers and Liaisons that do not know who their.
Amber Armour – P-card Program Administrator FY14 P-card Refresher Training 1.
UNC Charlotte Purchasing Card Training for Auditor Role Annette Heller.
Purchasing Card Record Keeping & Retention 1. Who is Responsible for What? Cardholder – Person responsible for making only authorized charges on the card,
Procurement Card (P-Card) Training Program 1 Purpose of Procurement Card Program Provide increased purchasing flexible to departments for small/medium.
Procurement Card Training Strategic Account Management (SAM)
1 University at Albany NEW YORK STATE STATE UNIVERSITY OF NEW YORK.
UNC Charlotte Purchasing Card Program Presented to the Admin Forum by Kendra Cooks, Controller Brian Richardson, Assistant Director of Purchasing September.
University of South Florida Credit Card Presentation Credit Card Reconciliation Process.
San Diego State University Procurement Card October 2006 Transactions Review Cardholder Guide This file is set for custom animation. Please view as a slideshow.
Purchasing Card Record Keeping & Retention REVISED
Travel Card Training Statewide Accounting and Reporting Services April 12, 2007.
PLYMOUTH STATE UNIVERSITY Purchasing Card Program Department Card Training Revised February 2012.
1 Department of Community Affairs Purchasing Card Cardholder Purchasing Card Cardholder Training Training.
89 th Annual Meeting & Exposition March 21 – 24, 2010 Denver, Colorado Purchasing Card Electronic Tutorial and Quiz Lisa Steinbugl, C.P.M Senior Purchasing.
Requisition Process Procurement Services Laurie Krauel Updated
Procurement Card Presented By: Denise Matias, CAH February 1, 2012.
PLYMOUTH STATE UNIVERSITY Purchasing Card Program Coach’s Card Athletics Department Revised 02/2012.
P-Card_WorksTraining_Oct20111 RCNJ-BOA Purchasing Card Works Training Ramapo College and Bank of America VISA Procurement Card Program WORKS Training.
Student Accounting Department Card Training Revised February 2012.
RMIT University-Financial Services Group Accounts Payable, purchase requisitions, purchase orders, credit cards.
PaymentNet: Cardholders Procurement Services Laurie Krauel.
Travel and Expense Module APPROVER TraininG
Procurement Card Program. This program was established to allow rapid purchases of repetitive or low dollar goods and services while simultaneously reducing.
PaymentNet: Approvers Procurement Services Laurie Krauel.
WORKS: Your guide to Allocation and Reconciliation of P-card Transactions.
State of California Government Purchase Card Program “ CAL-Card”
On-Line BankCard Center Presentation Cardholder Role During the Presentation click the mouse on this button to move back a slide During the Presentation.
SMU Card INFORMATION GUIDE. Purpose  The SMU Card is available for use ONLY on purchases that are on behalf of Southern Methodist University business.
Online Self Enrollment & Statement Access UCM Business Procurement Card (BPC) Bank of America Merrill Lynch.
Visa IntelliLink Spend Management
Lewis & Clark College Purchasing Card Training New User Interface July 2014.
The University Purchasing Card A refresher for the experienced.
It is the policy of the university that purchases should be made using the E-Buy system. If the E-Buy system cannot be used for a given purchase of $1,000.
Tuesday, April 27 th. Introductions Joanne Millovitsch – Director of Finance Services ▫ext 42268
Commercial Card Expense Reporting (CCER) The Trustees of Roanoke College An internet solution Accessed via Wells Fargo’s secure Commercial Electronic Office.
Visa IntelliLink Spend Management 1. Visa *Confidential* FAQ’s 2.
UW Whitewater Procurement Card Program. Overview The purpose of UW-Whitewater Procurement Card Program is to establish a more efficient, cost- effective.
TRAVEL AND EXPENSE CARD 1. WHAT IS THE TRAVEL AND EXPENSE CARD?  It is the combination of all card programs into one!  State Pcard Program  Local Funds.
UW Whitewater Procurement Card Program
East Georgia State College Annual Purchasing Card Review
Putting Together a p-Card System for My School District
Boston University Purchasing Card
Purchasing & Finance Educational Seminar.
PTCA Credit Card Program Overview
2012 Business Guidelines for Association Membership
Credit Card Basics & Card Policy Violations
Presented By: Denise Matias, CAH February 1, 2012
IIT PNC VISA Procurement Card
Procurement One-Card Program
Submit your card application online Process guide
PROCUREMENT CARD ADMINISTRATION.
Approving Official OneCard Training
Qdos How Do I?.
Youth Entrepreneurs Teacher P-Card Training
Step 2. Bookkeeper runs Report 121 (Cardholder Statement) in Pathway Net and reconciles receipts to the report The following slides are instructions on.
Managing and Reconciling Purchasing Cards (P-Card)
Qdos How Do I?.
Stored Value Cards Presented by: Cindy Regner April 2019
Kristie Courtney & Sonya Emmart
Bank of America Implementation and Login Instructions
Bank of America Implementation and Login Instructions
Presentation transcript:

ProCard Rollout PNC Bank & Visa IntelliLink Procurement Services Summer/Fall 2014

Highlights Improved, and simplified online system

Highlights Reminders of outstanding transactions, and pending approvals via

Highlights Receipts are scanned and linked to transactions

Highlights Chip and Pin technology is enabled on all cards (used internationally, but coming to the US soon)

Highlights Renewals will occur every three years, instead of two Replacement cards (lost/stolen) will be sent directly to the cardholder Visa Benefits Package –1-800-VISA-911 –Travel & Emergency Assistance, Lost Luggage, etc. –

System Demo

Cardholder Proxy A cardholder can choose to designate responsibility for transaction –Narrative Details –Chartfields –Receipts Cardholder will be the first approver and is still responsible for all policy requirements

Cardholder Proxy Cardholder Proxy Authorization Form –Send the form to Laurie Krauel –Procurement will review requests –If approved, proxy will need to be attend training (if they haven’t already)

Transaction Disputes Transaction Dispute Form –Order not received –Vendor charged incorrect amount, and won’t refund or Fax to PNC If transaction is fraudulent, call the bank!

Guides and Resources t/procard/guides.html Logging On Receipt Scanning Cardholder Processes Approval Processes Dispute Form Chip and Pin FAQ Visa Benefits Package

Activating Card Call number on card to activate DePaul ID is now used (last 4 digits)

Questions?