f f st st 102 r 102 r e c onc ile r e c onc ile r t t r r
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F F ST ST 102: R 102: R e c onc ile r e c onc ile r T T r - PowerPoint PPT Presentation

Mar 12, 2023 •240 likes •716 views

F F ST ST 102: R 102: R e c onc ile r e c onc ile r T T r r aining aining Unive r Unive r sity of South F sity of South F lor lor ida ida Pur Pur c hasing Se r c hasing Se r vic e s vic e s Ple ase sign the atte ndanc e

  1. F F ST ST 102: R 102: R e c onc ile r e c onc ile r T T r r aining aining Unive r Unive r sity of South F sity of South F lor lor ida ida Pur Pur c hasing Se r c hasing Se r vic e s vic e s Ple ase sign the atte ndanc e r oste r .

  2. House ke e ping House ke e ping  Sig n the a tte nda nc e ro ste r.  Sig n the a tte nda nc e ro ste r.  Ple a se ke e p a ll pho ne s o n sile nt.  Ple a se ke e p a ll pho ne s o n sile nt.  Ple a se ra ise yo ur ha nd if yo u ha ve a q ue stio n.  Ple a se ra ise yo ur ha nd if yo u ha ve a q ue stio n.

  3. What You Can E What You Can E xpe c t xpe c t  A c le a r unde rsta nding o f ho w to re c o nc ile a PCa rd tra nsa c tio n in F  A c le a r unde rsta nding o f ho w to re c o nc ile a PCa rd tra nsa c tio n in F AST AST  An o ve rvie w o f wha t c a rdho lde rs c a n a nd sho uld no t purc ha se o n the ir PCa rd.  An o ve rvie w o f wha t c a rdho lde rs c a n a nd sho uld no t purc ha se o n the ir PCa rd.  A re vie w o f PCa rd re la te d pa pe rwo rk  A re vie w o f PCa rd re la te d pa pe rwo rk  T  T his tra ining is fo r F his tra ining is fo r F AST AST pro c e dure s a nd do e s no t c o ve r in-de pth po lic y pro c e dure s a nd do e s no t c o ve r in-de pth po lic y  Re c o nc ile r re c e rtific a tio n to b e do ne o nline e ve ry 2 ye a rs  Re c o nc ile r re c e rtific a tio n to b e do ne o nline e ve ry 2 ye a rs

  4. Ge ne r Ge ne r al PCar al PCar d d Infor Infor mation mation

  5. Impor Impor tant Ac c ount Infor tant Ac c ount Infor mation mation  T  T he USF he USF Syste m PCa rd b illing c yc le : Syste m PCa rd b illing c yc le : ts : On the 5 th o f e a c h mo nth. ts : On the 5 th o f e a c h mo nth.  Star  Star nds : On the 4 th o f the fo llo wing mo nth. nds : On the 4 th o f the fo llo wing mo nth.  E  E f the 4 th o f the mo nth fa lls o n a we e ke nd the b illing c yc le will e nd a t 11:59pm o n the f the 4 th o f the mo nth fa lls o n a we e ke nd the b illing c yc le will e nd a t 11:59pm o n the  Ple ase Note : I  Ple ase Note : I fo llo wing b usine ss da y. fo llo wing b usine ss da y.  T  T he USF he USF Syste m PCa rd b illing a ddre ss: Syste m PCa rd b illing a ddre ss: 4202 E 4202 E ast F ast F owle r owle r Ave , SVC 1073 Ave , SVC 1073 T T ampa, F ampa, F L L 33620 33620  T  T he b illing a ddre ss is diffe re nt fro m the shipping a ddre ss. T he b illing a ddre ss is diffe re nt fro m the shipping a ddre ss. T he shipping addr he shipping addr e ss MUST e ss MUST be a USF be a USF Syste m addr Syste m addr e ss. e ss.

  6. Car Car dholde r dholde r R R e sponsibilitie s e sponsibilitie s  Sub mit re c e ipts to yo ur re c o nc ile r within 3 busine ss days o f yo ur purc ha se .  Sub mit re c e ipts to yo ur re c o nc ile r within 3 busine ss days o f yo ur purc ha se .  T  T ra ve ling Ca rdho lde rs: Must sub mit re c e ipts within 3 busine ss days afte r ra ve ling Ca rdho lde rs: Must sub mit re c e ipts within 3 busine ss days afte r ave l . ave l . r r e tur e tur ning fr ning fr om tr om tr  Sig n the mo nthly c a rdho lde r a c tivity sta te me nt.  Sig n the mo nthly c a rdho lde r a c tivity sta te me nt.  E  E nsure F nsure F ida sa le s ta x is no t pa id. ida sa le s ta x is no t pa id. lor lor  E  E nsure PCa rd tra nsa c tio ns a re re c o nc ile d o n time . nsure PCa rd tra nsa c tio ns a re re c o nc ile d o n time .  PCa rd tra nsa c tio ns sho uld b e a ppro ve d (re c o nc ile d) in F  PCa rd tra nsa c tio ns sho uld b e a ppro ve d (re c o nc ile d) in F AST AST within 7 busine ss days of the ir within 7 busine ss days of the ir load load date . date .

  7. Car Car dholde r dholde r R R e sponsibilitie s e sponsibilitie s  You ar  You ar e r e r e sponsible for e sponsible for ke e ping your ke e ping your PCar PCar d se c ur d se c ur e . e .  T  T he c a rd a nd the a c c o unt numb e r sho uld no t b e sha re d with o the rs. he c a rd a nd the a c c o unt numb e r sho uld no t b e sha re d with o the rs.  T  T he a c c o unt numb e r sho uld no t b e e ma ile d o r writte n o n a ny do c ume nt (inc luding re c e ipts). he a c c o unt numb e r sho uld no t b e e ma ile d o r writte n o n a ny do c ume nt (inc luding re c e ipts).  PCa rds sho uld a lwa ys b e ma inta ine d in a wa lle t o r lo c ke d c a b ine t/ dra we r.  PCa rds sho uld a lwa ys b e ma inta ine d in a wa lle t o r lo c ke d c a b ine t/ dra we r.  Whe n le aving USF  Whe n le aving USF or or switc hing de par switc hing de par tme nts stop using the PCar tme nts stop using the PCar d, de str d, de str oy & dispose of the c ar oy & dispose of the c ar d, d, notify PCar notify PCar d Se r d Se r vic e s to have your vic e s to have your ac c ount c lose d. ac c ount c lose d.  Do no t le a ve this re spo nsib ility to a no the r pe rso n (suc h a s yo ur re c o nc ile r o r ve rifie r).  Do no t le a ve this re spo nsib ility to a no the r pe rso n (suc h a s yo ur re c o nc ile r o r ve rifie r).

  8. Car Car dholde r dholde r R R e sponsibilitie s e sponsibilitie s   F F iling a Dispute Claim or iling a Dispute Claim or F F r r aud Claim: aud Claim:   Re por Re por t a lost or t a lost or stole n PCar stole n PCar d: d:  Dispute c la ims a nd fra ud c la ims must b e file d  Dispute c la ims a nd fra ud c la ims must b e file d  I  I mme dia te ly c o nta c t JP Mo rg a n Cha se : mme dia te ly c o nta c t JP Mo rg a n Cha se : with JP Mo rg a n Cha se within 60 days o f the po st with JP Mo rg a n Cha se within 60 days o f the po st (800)316-6056. (800)316-6056. da te o f the tra nsa c tio n in q ue stio n. da te o f the tra nsa c tio n in q ue stio n.  Re q ue st the a c c o unt b e c lo se d.  Re q ue st the a c c o unt b e c lo se d.   F F r r aud Claim : T aud Claim : T he b a nk will c lo se yo ur a c c o unt he b a nk will c lo se yo ur a c c o unt a nd ha ve a ne w c a rd o rde re d fo r yo u. PCa rd a nd ha ve a ne w c a rd o rde re d fo r yo u. PCa rd se rvic e s must b e c o nta c te d to c o mple te a n se rvic e s must b e c o nta c te d to c o mple te a n  Re q ue st a ne w PCa rd b e o rde re d a nd shippe d  Re q ue st a ne w PCa rd b e o rde re d a nd shippe d Ac c o unt Clo sure F Ac c o unt Clo sure F o rm a nd c o o rdina te the pic k o rm a nd c o o rdina te the pic k to the b ulk shipping a ddre ss. Rush de live ry is no t to the b ulk shipping a ddre ss. Rush de live ry is no t up o f the ne w c a rd. up o f the ne w c a rd. a llo we d. a llo we d.   Dispute Claim : Dispute c la ims sho uld b e file d Dispute Claim : Dispute c la ims sho uld b e file d  Co nta c t PCa rd Se rvic e s in o rde r to c omple te the  Co nta c t PCa rd Se rvic e s in o rde r to c omple te the a fte r a tte mpting to re c e ive a c re dit fro m the a fte r a tte mpting to re c e ive a c re dit fro m the m a nd c o o rdina te the pic k m a nd c o o rdina te the pic k Ac c ount Closur Ac c ount Closur e F e F or or ve ndo r. ve ndo r. up o f yo ur ne w PCa rd. up o f yo ur ne w PCa rd.

  9. sc alation sc alation oc e sse s oc e sse s Pr Pr E E

  10. E E sc alation Pr sc alation Pr oc e ss: State me nts & R oc e ss: State me nts & R e c e ipts e c e ipts o n the 10 th o f the sta te me nt mo nth. o n the 10 th o f the sta te me nt mo nth.  Ac tivity Sta te me nts a re a va ila b le fo r do wnlo a d in F  Ac tivity Sta te me nts a re a va ila b le fo r do wnlo a d in F AST AST  T  T he sig ne d c a rdho lde r a c tivity sta te me nt a nd AL he sig ne d c a rdho lde r a c tivity sta te me nt a nd AL L L re c e ipts a re due to PCa rd Se rvic e s b y re c e ipts a re due to PCa rd Se rvic e s b y the la st da y o f the sta te me nt mo nth. the la st da y o f the sta te me nt mo nth. E sc alation Date E sc alation Pr oc e ss 5 th of the ne xt E sc a la tio n no tific a tio n is se nt yo ur c o lle g e a dministra tio n. month. 10 th of the ne xt E sc a la tio n no tific a tio n is se nt yo ur VP a dministra tio n. month. 15 th of the ne xt T he PCa rd a c c o unt is suspe nde d until the sta te me nt pa c ka g e a nd re c e ipts a re sub mitte d. month.

  11. E E sc alation Pr sc alation Pr oc e ss: State me nts & R oc e ss: State me nts & R e c e ipts e c e ipts  F  F xample : T xample : T he 1/ 4/ 2018 a c tivity sta te me nt is a va ila b le fo r do wnlo a d o n 1/ 10/ 2018. he 1/ 4/ 2018 a c tivity sta te me nt is a va ila b le fo r do wnlo a d o n 1/ 10/ 2018. or or E E Re c e ipts fo r the 1/ 4/ 2018 sta te me nt pa c ka g e a re due to PCa rd Se rvic e s o n 1/ 31/ 2018. Re c e ipts fo r the 1/ 4/ 2018 sta te me nt pa c ka g e a re due to PCa rd Se rvic e s o n 1/ 31/ 2018. E sc alation notic e s ar e se nt out Ac tivity State me nt Available for Download Ac tivity State me nt & PCar d Re c e ipts Due T o PCar d Se r vic e s

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