Cardholder Training
5/3 SDG2 process
INTRODUCTION:
5/3 SDG2 Website
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Fifth Third Bank has made available to all Northern
Kentucky University cardholders the advanced
management tool called “Smart Data Generation 2”
(SDG2).
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Cardholders will use the 5/3 SDG2 website to reconcile
their MasterCards (i.e., PCARDS).
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Cardholders will split code, view and reconcile each
transaction by choosing the correct “cost center,
internal order, grant and G/L” from the drop down
boxes.
OVERVIEW:
Features in SDG2
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Fresh look and easy navigation
View transactions from home page
Email notification for run reports
Reports execute fast
Add receipts to each transaction
Email your manager from transaction
summary screen
THE LOGIN PROCESS
For Fifth-Third SDG2, the login page URL is:
https://sdg2.53.com
Home
screen
will look
like:
THE LOGIN PROCESS:
USER ID & Password
How will I login?
• Cardholders logging in for
the first time will enter their
temporary User ID & Password:
o USER ID: 16 digit MasterCard Number
o PASSWORD: norse2012_ _ _ _ (the last
four digits of your MasterCard number)
• Once you login to the 5/3 SDG2 system, you
will be prompted to change your Password.
What happens if I forget my password or I
have been locked out of the system?
• Call the PCARD Administrator at (859) 5725171
• The system will generate a new password
that will be sent directly to your e-mail
address.
SDG2 LOGIN:
https://sdg2.53.com/sdng/login/login.do
SDG2 HOME PAGE
What will I see on the
Home page?
•You will see the five (5)
most recent transactions
and supplier name on the
Home Page.
• Run your mouse over
the Account Activity
menu to see all
options available to
you from Home Page
SDG2 SELECTING DATE RANGE
How will I be able to review
my transactions?
• From the home page,
select Transaction
Summary from the Account
Activity menu or select
Total Transactions.
• Either selection will take
you to the Transaction
Summary Screen and you
will be able to select a
Reporting Cycle date range.
SDG2 SELECT REPORTING CYCLE
•How will I select my monthly
billing cycle?
•Select Reporting Cycle
from drop down box
(Billing Cycle) and
click
• When reconciling monthly
transactions, Reporting Cycle
must be used.
• Date Type may only be used for
general or specific transaction
searching.
SDG2 SELECT REPORTING CYCLE
How will I reconcile
my monthly
transactions?
• Reconcile monthly transactions from the
Transaction Summary screen.
•Chose the correct cost center, grant, internal
order and G/L code from the drop down boxes
•Put in a brief description in the
Expense Description click
SDG2 ADDITIONAL INFORMATION
• Cardholders can add receipts to each transaction by running the
mouse over the icon under the Additional Information column
• Receipts may be uploaded as either
a PDF, or in JPEG format
SDG2 MANDATORY MONTHLY
SCHEDULED REPORT:
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A Mandatory Monthly Transaction report must be run by all
cardholders from 5/3 SDG2 system.
Report Name: Accounting Code Detail
The report must be signed monthly by the cardholder and
reviewed by their manager monthly or quarterly .
Keep the report with your monthly reconciliation.
Failure to adhere to this reporting requirement will result in an
incident and possible PCARD suspension.
SDG2 MANDATORY MONTHLY
SCHEDULED REPORT: Select
How can I schedule monthly
reports?
A MANDATORY monthly
transaction report must be run.
To Schedule Reports:
Step 1:
 Select Schedule Report from
the Account Activity drop
down menu.
• If you are a level Manager, you
will select Schedule Report
from the Reports menu.
SDG2 MANDATORY MONTHLY
SCHEDULE REPORT: Choose Report
Step 2:
 From the Schedule Report: Choose Report menu, select
Accounting Code Detail.
SDG2 MANDATORY MONTHLY
SCHEDULE REPORT: Options
Step 3:
 From the Schedule Report: Options menu, select the desired report options
from the drop-down menus, add a description, and make sure your email
addresses is entered in the Notify Me At field.
 Then click
SDG2 MANDATORY MONTHLY
SCHEDULE REPORT: Options, cont.
Step 3, cont.:
 Choose Scheme: Northern Kentucky Univ (Active) from the options listed
 Then click
SDG2 MANDATORY MONTHLY
SCHEDULE REPORT: Options, cont.
Step 3, cont.:
 No filters needed
 Click
SDG2 MANDATORY MONTHLY
SCHEDULE REPORT: Frequency
Step 4:
 Choose
Reporting Cycle
from the Schedule
Report: Frequency
menu.
 Then click
to continue.
Email notification
will be sent when
report is complete.
This is an example of what your final Schedule Report will look like.
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If you have remaining questions or concerns about
the Fifth-Third SDG2 PCARD process outlined in
this PowerPoint, please contact Holly Vasquez, the
PCARD Administrator, by phone at (859) 572-5171
or by email at vasquezh1@nku.edu.
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Additional information regarding the PCARD Policies
and Procedures is available on the Procurement
Services website (http://procurement.nku.edu).