Financial Affairs

Pro-Card Announcements Archive

May282024

Scheduled Site Maintenance Complete
The site maintenance has been successfully completed, and full functionality has been restored.

This was a significant upgrade to the underlying service that powers our website.
If you notice any website issues, please contact the web team at finaff-tech@ucsc.edu.

May202024

Scheduled Site Maintenance and Content Freeze Over Memorial Day Weekend
Beginning Friday 5/24 @ 5:30pm through Tuesday 5/28 @ 7am the Financial Affairs website will be undergoing scheduled maintenance. While the site will remain available in a read-only mode, some services will be impacted.

Notably, the Entertainment Dashboard and ERF/MET forms will be unavailable during this scheduled maintenance period. If you have questions or issues regarding this maintenance, please contact the web team at finaff-tech@ucsc.edu.

Feb262024

Financial Affairs Website: Planned Outage on 3/3/24 from 2:30am - 5:30am
The Financial Affairs website will be unavailable for 3 hours on Sunday morning, March 3rd, from 2:30am to 5:30am for scheduled system maintenance. This will impact access to systems such as CruzBuy, CruzPay, CruzFly, ERS, and FIS. Please plan accordingly and contact finaff-tech@ucsc.edu with any questions.

Jul272022

US Bank Multi-Factor Authentication (MFA) Coming Soon
On August 13, 2022 US Bank will require users to setup Multi-Factor Authentication (MFA) when logging into the Access Online system.

To ensure a smooth transition to the new process, please log in to Access Online and check the email address listed in your user profile for accuracy.

Please see the Multi-Factor Authentication for US Bank Access Online FAQ for additional information.

Jul92021

Submitting Pro-Card Statements Electronically
Pro-Card Statements can now be submitted electronically using our DocuSign enabled web form. For more information on how to submit your statement electronically, please see the Pro-Card Guide: Submitting Your Statement section.

Jan132021

Change to Payment of Article Publishing Fees
Effective immediately, article publishing fees, publication charges, and page charges can now be paid either via Direct Payment web form or Pro-Card. A CruzBuy requisition will no longer be an acceptable payment method.

Nov42020

Pro-Card Forms Receive the DocuSign Treatment
Three updated Pro-Card forms, and a new Statement Submission form, can be accessed from within our Forms Directory. The original PDF versions will continue to be available as well, for the time being.

Please contact the Pro-Card team, at procard@ucsc.edu, with questions regarding Pro-Card forms and processes. Our Financial Affairs Technology team will be standing by, at finaff-tech@ucsc.edu, to assist with questions or issues surrounding the DocuSign platform.

Sep12020

US Bank Access Online Update

On September 12, 2020, US Bank will be updating their Access Online platform. Please note that this update may result in functionality outages over the 24 hours between 5 a.m. September 12 and 5 a.m. September 13.

This update will enable new features such as Multi-Factor Authentication and Remember Me, as well as Fingerprint Authentication for the Android mobile app. For more detail on these new features, please see the US Bank update notification.

Aug192020

Financial Affairs Response Times Impacted
As with many campus units, there are a significant number of Financial Affairs staff impacted by the CZU Lightning Complex Fire. Response times for all Financial Affairs departments may be slower than usual. Be safe, everyone.

May112020

Pro-Card Statements and Submitting Via DocuSign
The Procard Office has recently prepared to receive Statements with electronic signatures via DocuSign in light of the ongoing global health crisis and our need for people to work remotely and electronically.

To assist with this process, a new Submitting Your Statement section of the Procard Guide has been established. This new guide material will provide a step by step process for signing and submitting statements to the Procard Office. Please follow the instructions outlined in the guide to ensure proper routing and receipt of your statements.

Apr132020

Financial Affairs Response to COVID-19
During this unprecedented time, our entire UCSC community has been directly impacted by the magnitude of the global COVID-19 crisis. Many temporary adjustments have been, and continue to be, made to our financial policy and processes in order to accommodate our UCSC community and to help our campus navigate this difficult period.

For more information on the response and related resources, please visit our Financial Affairs Response to COVID-19 page.

Mar152019

U.S. Bank Access Online user authentication changes
In their continued commitment to provide secure systems and protect your data, U.S. Bank Access Online will soon be adding an additional authentication step. Beginning June 8, 2019, all U.S. Bank Access Online users will be required to answer an identity verification question as a part of the login process. In preparation for this change, we encourage you to verify your authentication questions and responses to ensure accuracy.

To view the authentication questions currently stored in the Access Online system and update if needed, log into Access Online and navigate to the Password area of My Personal Information. Once there, change or update questions or responses as needed.

May22018

Updated Web Browsers Required May 30, 2018 For USBank Access

What’s Changing and Why?
To comply with new Payment Card Industry (PCI) data security standards, changes will be made to Access Online on May 30, 2018 that will impact some users' ability to utilize Access Online if they are using certain older browsers and operating systems.

How Does it Impact My Ability to Log On?
If you are using certain older versions of web browsers (or are unable to upgrade your operating system to allow use of a supported browser), you may not be able to use Access Online after May 30, 2018. If you are unable to log in after this date, please contact your IT support representative to obtain help in upgrading your system browser capabilities.

Details are included in the PDF document from USBank available here.

Dec202017

UCSC Pro-Card Application Updated: Full Legal Name Required
U.S. Bank has issued a requirement to collect each Pro-Card applicant's full legal name on new Pro-Card applications, including the full spelling of the Cardholder's middle name.

See updated Pro-Card Application form to view changes.

Sep52017

To prevent a disruption of your access to the Access Online site, please upgrade your web browsers to the latest version by November 30, 2017.
See full message from U.S. Bank by clicking here.

If you need assistance upgrading your browser, contact the ITS Support Center at 459-HELP (9-4357), or email help@ucsc.edu.

From: U.S. Bank Corporate Payment Systems

Date: 09/01/2017

Dear Valued Partner,

As you know, we are introducing additional enhancements to Access® Online this fall and we want to ensure that you continue to have the best and safest user experience possible. These changes—along with other enhancements made to Access Online over the last year—require use of the latest web browser versions to maintain security and ensure full compatibility for all users. As you may recall, Microsoft announced in January 2016 that only the most current version of Internet Explorer (IE11) would receive technical support and security updates.

Our records indicate that current Access Online users within your organization are using an older version of an Internet browser. If these older browsers are not upgraded before the newest enhancements launch on December 2, 2017, those users will no longer have complete access to the site.

To prevent a disruption of your access to the Access Online site, please upgrade your web browsers to the latest version by November 30, 2017. See compatible versions below.

Not sure what version you’re on? See below to determine your current version:

Microsoft Internet Explorer - browser version should be IE 11.
From the IE menu bar, click Help and select About Internet Explorer.
Google Chrome - browser version should be Chrome 40.0.2214 or later. Launch
Chrome, click Customize and control Google Chrome (the wrench icon) and then
select About Google Chrome.
Mozilla Firefox - browser version should be Firefox 31.4.0 or later.
From the Firefox menu bar, click Help and then select About Mozilla Firefox.
Apple Safari - browser version should be Safari 5.1 or later. Launch Safari, click
Display a menu of general Safari settings (gear icon), and select About Safari.

NOTE: If you are currently running Internet Explorer 11 and received this message, your browser may have been configured to run in “Compatibility Mode” to accommodate older websites. In order to have complete access to the new Access Online enhancements on launch day, you will need to turn off compatibility mode in your Internet Explorer 11 browser. To disable Compatibility View, select Tools > Compatibility View Settings in the menu bar, then remove the check mark for Display all Websites in Compatibility View.

If you have questions about your system’s browser or need assistance with the upgrade, please contact your organization’s system administrator.

Thank you!

U.S. Bank Corporate Payment Systems

www.usbpayment.com

CR-14280410 (08/17)

Aug292017

U.S. Bank Access Online Browser Compatibility (Initially published 07/22/16)
U.S. Bank has released an update for browser versions that are compatible with the Access Online site. Most notable is the requirement for Internet Explorer 11 or later. Click here to read the update and the full list of compatible browser versions. If you need assistance upgrading your browser, contact the ITS Support Center at 459-HELP (9-4357), or email help@ucsc.edu.

Message from U.S. Bank:

Dear Valued Partner,

Microsoft discontinued their support of Windows Internet Explorer 10 (IE10) and earlier. According to our records, older browsers continue to be used. To ensure that you have the best – and safest – user experience, we recommend that you upgrade your browser immediately.

Minimum for Web:

Internet Explorer 11 (IE11) and later
Firefox 31.4.0 and later
Chrome 40.0.2214 and later
Safari 5.1 and later

Minimum for Mobile:

Mobile Safari 6.0 and later
Chrome Mobile 40.0.2214 and later
Android 4 and later

If you choose to maintain IE10 or older, you will still be able to access our solutions, but key pages may not be available, some features and functionality may appear or perform differently, and technical support for issues related to the old browser will no longer be available through Microsoft. The older version of IE may also place your program at risk for a data breach, as no security patches will be deployed.

If you have questions about your system’s browser or need assistance with the upgrade, please call or email your organization’s system administrator or contact Microsoft Support (https://support.microsoft.com/en-us/lifecycle/search?sort=PN&alpha=internet%20explorer).

Thank you for your assistance.

U.S. Bank
www.usbpayment.com

Aug12017

U.S. Bank Access Online Upgrade Notification
Effective July 29, 2017, Access Online will be upgraded to provide better security and increased efficiency. Please be aware of the following:

All clients will have a default setting of 180 days for User ID expiration. Users who do not log in within the defined period will be marked as "expired" and will need to complete additional steps to log back in.

Mar202017

Enhancements to U.S. Bank Access Online
Effective March 25, 2017, U.S. Bank Access® Online will be upgraded to offer a more secure and efficient way to manage your card program. Please find a brief list of enhancements here. For more detailed information, please view their release overview document.

Original Communication from U.S. Bank:

Effective March 25, 2017, U.S. Bank Access® Online will be upgraded to offer a more secure and efficient way to manage your card program. Please find a brief list of enhancements below. For more detailed information, please view our release overview document.

On the next scheduled password change, stronger password complexity requirements have been established for increased security.

All user IDs are now required to have an email address on file. A user email will be requested at login if it is not already on file.

Several reporting changes have been made to increase the value of the Request Status Queue, Cash Advance, and Account Spend Analysis reports.

Additional Search Criteria: Users now have the capability to perform an account search by entering search terms in the Optional 1 and Optional 2 fields (configurable at the relationship level). For Canadian clients, these fields are listed as Employee ID and Password.

Custom Default Hierarchy: Users with multiple hierarchies can now select one of their assigned Processing and/or Reporting hierarchies as their default/favorite.
Program Administrator (PA) users can now schedule an update on account status.

Functional Entitlement Selection: System administrator and program administrator users can now view and select multiple Functional Entitlement Groups to assign to users.

Dispute Email Notifications: Cardholders may now elect to receive email notifications regarding status changes for transaction disputes.

For more detailed information about the upcoming changes click here to view a release overview document.

Thank you!

U.S. Bank
www.usbpayment.com

Nov162016

Pro-Card Simplification Phase One Completed

The first phase of Financial Affairs' Pro-Card process simplification has been completed, and as a result, the following updates have been published and are effective immediately:

The Pro-Card Process page has been redesigned to help users more effectively navigate through important information pertinent to cardholder, supervisor and PCA roles
Our Cardholder and Supervisor quizzes (linked below) have been reduced from 35 to 15 questions (13/15 to pass); these simplified quizzes now focus only on the most important information that cardholders and supervisors need to know
New information has been added to the Pro-Card Guide regarding MCC codes, reasons for declined transactions, as well as updated contact information
PDFs: The Pro-Card forms have been modified and will no longer trigger an error message when opened in your web browser
Additional enhancements to Pro-Card business processes are being analyzed, and we expect to identify improvements that will be incorporated in the next phase of the Pro-Card simplification project

Nov72016

U. S. Bank - Personal Identification Number (PIN) Selection During Card Activation
Effective November 14, 2016, when a cardholder activates a card via the Call Center, they will be prompted to select a 4-digit Personal Identification Number (PIN). As a result, the cardholder has an immediate, more secure method to obtain a PIN of their choice, while eliminating the waiting period to receive a PIN in the mail.

Important to know:

If a cardholder calls to activate their card and select a PIN on or after November 14, they may still receive a PIN mailer depending on when the card was ordered. If this occurs, the cardholder should discard the PIN received in the mail as it will not match the PIN they selected.
PIN change functionality via the Call Center will remain. In order to change their PIN, cardholders will need to enter their current PIN. If they do not remember their current PIN, they will need to request a PIN Mailer.

Jul222016

U.S. Bank Access Online Browser Compatibility
U.S. Bank has released an update for browser versions that are compatible with the Access Online site. Most significantly is the requirement for Internet Explorer 11 or later. Click here to read the update and the full list of compatible browser versions. If you need assistance upgrading your browser, contact the ITS Support Center at 459-HELP (9-4357), or email help@ucsc.edu.

Message from U.S. Bank:

Dear Valued Partner,

Minimum for Web: