Forms & Job Aids

Policies

• UPST Procard Users Guide
• MasterCard Benefits

Forms

• Business Expense Form
• Procard Application
• Missing Receipt Affidavit
• Policy Exception Approval Form
• Procard Change Request Form
• User Access Security Form
• Paper Travel Authorization Form

Job Aides - Citimanager

• CitiManager Account Access Job Aid

Job Aides - PeopleSoft

• How to Query ProCard Information in PeopleSoft‌
• Procard Reallocation Account Code List
• Reallocate Transactions with Single Distribution ‌
• Reallocate Transactions with Split Distribution ‌
• View Posted Transactions
• Attaching Receipts to Procard Transactions

Video Tutorials

• #1 Procard Reallocation to Default Speedtypes
• #2 Procard Job Aids and Videos UPST
• #3: Chartfield Lookup Tool