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Card Program for Staff

  • Offices
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  • Card Program
  • Card Program for Staff

How do I get a card? 

Managers approve all transactions and should send an email to cardprogram@union.edu requesting a card for their employees. The email should include employee name, ID number, default account number, department name, and card limit.  Once the card arrives, you will be asked to attend a short training on the software, policies, and reconciliation.

Documentation & Instructions

 Process

  • Policy & Guidelines
  • International Travel
  • Reconciliation Process Overview
  • General Navigation, Logging In,  & Email Preferences
  • Column & Print setup
  • Printing Multiple Transactions On One Cover Page
  • Fraud Prevention
  • Check List

 Reconciliation

  • Individual Transactions
  • Expense Folders
  • Expense Reimbursements
  • Resolving Flagged Transactions
  • Manager Approving Transactions & Expense Folders
  • Manager Flagging Transactions

FAQ’S

How do I….

  • Sign off and print a single page for multiple transactions?
  • Print after I have already signed off?
  • Reset my password?
  • Sign up for the VISA Travel Rewards Program?
  • Get a tax exempt form?
  • Get reimbursed for expenses paid with cash?
  • Where do I send my paperwork?
  • Have my card limit changed?
  • Search for a past transaction or reimbursement?
  • How do I activate my credit card?

Union College 807 Union St. Schenectady, NY 12308 (518) 388-6000

This page maintained by the Finance Office. © 2012

Last modified on Thursday, September 15, 2011 by quaintah@union.edu

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