ProCard Rollout PNC Bank & Visa IntelliLink

1. ProCard RolloutPNC Bank & Visa IntelliLink Procurement Services Summer/Fall 2014

2. Highlights • Improved, and simplified online system

3. Highlights • Reminders of outstanding transactions, and pending approvals via email

4. Highlights • Receipts are scanned and linked to transactions

5. Highlights • Chip and Pin technology is enabled on all cards (used internationally, but coming to the US soon)

6. Highlights • Renewals will occur every three years, instead of two • Replacement cards (lost/stolen) will be sent directly to the cardholder • Visa Benefits Package • 1-800-VISA-911 • Travel & Emergency Assistance, Lost Luggage, etc. • https://usa.visa.com/download/corporate/corporate_solutions/visa_benefits_commercial.pdf

7. System Demo https://intellilink.spendmanagement.visa.com/

8. Cardholder Proxy • A cardholder can choose to designate responsibility for transaction • Narrative Details • Chartfields • Receipts • Cardholder will be the first approver and is still responsible for all policy requirements

9. Cardholder Proxy • Cardholder Proxy Authorization Form • Send the form to Laurie Krauel • Procurement will review requests • If approved, proxy will need to be attend training (if they haven’t already)

10. Transaction Disputes • Transaction Dispute Form • Order not received • Vendor charged incorrect amount, and won’t refund • Email or Fax to PNC • If transaction is fraudulent, call the bank!

11. Guides and Resources http://financialaffairs.depaul.edu/procurement/procard/guides.html • Logging On • Receipt Scanning • Cardholder Processes • Approval Processes • Dispute Form • Chip and Pin FAQ • Visa Benefits Package

12. Activating Card • Call number on card to activate • DePaul ID is now used (last 4 digits)

13. Questions?