UMASS CREDIT CARD INSTRUCTIONS AND TRAININGS
To receive a UMASS credit card, you must complete the following steps:
Complete the “UMass Bank Card Application Training” - accessed here Get Inclusive.
Please note:
- Some card holder responsibilities listed in the training are handled by the Department of Theater Business Office.
- Please see card holder responsibilities below.
Complete the “Concur Expense User Course: - accessed here Get Inclusive.
Please note:
- Once training is completed, you will receive 1.) a card holder application (see Joanne for financial information) and 2.) a cardholder agreement
- Under manager/supervisor: Willow Cohen, Managing Director, willow@umass.edu
- Once completed, send the cardholder agreement to Joanne Corbeil-Harper, Business Manager, jcorbeil@admin.umass.edu.
Set-up your SAP Concur account - accessed here Sign in to Concur | Concur Solutions
Step 1 - Review, update, save personal information
- On the upper right hand side of your main screen, click profile next to the person icon.
- Select "Profile Settings"
- Click "Personal Information" and fill out all required fields and "save"
- Verify that your name on your account matches your government issued identification. Update and save if necessary.
- Under Request Approvers, list Chris Baker, Department Chair
- Under Expense Approvers, list Willow Cohen, Managing Director
- Under Expense Delegate, list, Willow Cohen, Managing Director and Joanne Corbeil-Harper, Business Manager
Step 2 - Verify your email address
You must verify your email address under Personal Information by clicking the Verify link to allow Concur to associate your email address with your Concur account.
Your Concur account is now active.
Using your UMASS Credit Card:
Upon receiving the card in the mail, please follow any activation steps.
Once a card purchase is made, please follow the following steps:
- Scan receipt and save as PDF on your computer.
- A complete receipt must include vendor name, date, expense detail, line item amounts and total amount, last 4 digits of credit card number, and must be Itemized.
- Rename receipt: amt.vendor.line.last name.3 digits of order/transaction number
- Login to Concur and upload receipt to your account in the Available Expenses section.
- All packages must be shipped to the UMASS Amherst Department of Theater address: 151 Presidents Drive, 112 Bromery Center for the Arts, Amherst, MA 01003.
- Shipping to other addresses - including a home address - is prohibited.
- All receipts, including refunds, must be uploaded.
- Upload receipts within 24 hours from when purchase is made.
Next steps:
- Do not create expense reports.
- Expense reports are created by Joanne Corbeil-Harper, Business Manager, after the 15th of the month.
- When expense reports are completed, you will receive an email notification requesting you submit this monthly report.
- Please review and submit your monthly report within 24 hours.
- This is your final step in Concur.
Important notes about your UMASS Bank Card:
All umass purchases should be tax exempt.
- The tax exempt number is found on the card.
- To request a tax exempt certificate, please contact Willow Cohen, Managing Director, willow@umass.edu
- The Federal Tax ID Number (TIN) for UMass is 04-3167352.
Please note the items and services that cannot be purchased using a UMASS bank card:
Prohibited Bank Card Purchases | UMass Office of the President (umassp.edu)
If you require these items or services, please let your manager know.
Personal card purchases and reimbursements are not allowed.
The Department is unable to reimburse for any purchases made on a personal card.
If a mistake happens, the card user must request a refund and then repurchase the item(s) with their UMASS bank card.