General Information

• Overview of Cardless Accounts
• Monthly Reports of Purchasing Activity
• US Bank Access Online User Guide
      Forgotten Password?
  
  
• Office of Record Retention Standards
• How to Complete a Transfer of Expenditure/Income (TOE) Form

Forms

• UCSC Temp Staff Cardless Account Application and Agreement (request an account)
• UCSC Temp Staff Cardless Account Modification or Closure (change FOAPAL or $ limit, or close an existing account)
• UCSC TOE Form for Cardless Account Transactions (MS Excel - same as for pro-card)

ASSISTANCE

email procard@ucsc.edu or phone 459-3343

Training

• Introduction
• Who can Participate in the Temp Staff Cardless Account Program
• How to Obtain a Cardless Account
• Program Administration and Support
• Program Roles - Administrator, Dept/Unit Head, Authorizer, Primary Contact, Temp Staff Supervisor

• Allowable Purchases & Restrictions
• Cardless Account Features
• Activating, Registering and Protecting your Cardless Account
• Document All Transactions
• Reconcile your Cardless Account Statement

• Supplier Disputes
• Vacations & Leaves of Absence
• Changing, Suspending, or Closing a Temp Staff Cardless Account
• Misuse and Abuse
• Lost or Stolen Cards or Fraudulent Charges