WELCOME TO THE ALFRED UNIVERSITY
JP MORGAN CHASE
COMMERICAL MASTERCARD PROGRAM
Your Card Number Here
SMARTDATA
http://smartdata.jpmorgan.com
Presented
by
Sue Peck
saxon#105687
1234567891234567
What to do if………
You forgot your password
-Click Forgot Password on the login page
- Enter the required information and click
submit
-You must answer your security question
correctly to receive an email message
containing a temporary password that expires
after 24 hours. (If you do not receive an
email within a couple minutes then you did
not answer the security question correctly.
You will need to contact the program
administrator.)
-After logging in with your temporary
password, you will be required to answer a
challenge question before being taken to the
create new password screen where you can
define a new password.
VIEWING CREDIT/TRANSACTION LIMITS
To convert your emails/documents to PDF format for use in uploading to Smartdata on your PC
If you do not have Adobe Acrobat Pro X there is free software available called PDFBinder
1) Install PDF Binder from your U:drive:
Go to My Computer > U: drive > Public > ITS > PDFBinder
Double click on PDFBinder and install
Once installed
Create a shortcut to your desktop by going to the “Start” button and “All Programs”
Find the PDF Binder application (inside the folder) and Right click on PDFBinder
Click on “send to” and select desktop (create a shortcut)
2) Create a new folder on your desktop to hold the PDF files
To create a New Folder on your Desktop, right click anywhere on the desktop and select “New” and then “Folder” (you can name the new
folder MC Receipts if you like)
3) Converting Emails to PDFs
Open Email message
Go to File
Click Print
Select Printer – Print to Adobe PDF or any other PDF printer that is on the printer list (if you do not have a PDF printer as a choice, please
contact Patty Crast in ITS and she can help install a PDF printer onto your computer.
Click Print and choose where you want to save the file (IE: Desktop and to your new folder)
Save the file to your desktop folder by choosing the Desktop and typing in a File Name. Name the receipt something that will help you
recognize it when it’s time to upload it to Smart Data and then click Save
4) Combining PDF’s
Open PDFBinder on desktop
Click on PDFBinder
Drag saved PDFs from your desktop folder into the PDFBinder box in sequence of the order (confirmation, shipping, packing slip)
Click on word Bind
Save to Desktop folder (Use a name to recognize receipt(s))
5) Upload your receipts to Smartdata
If you are having problems with installing and/or using the software please contact Patty Crast directly at x2222 for assistance.
Fraudulent Charges
• Fraudulent Charges are different than
disputed charges
• Fraudulent charges are charges you did NOT
make
• You NEED to contact JPMorgan Chase
ASAP at (800)316-6056.
• Do NOT Dispute Fraudulent Charges
What do I do when my credit card expires?
Sales Tax
Alfred University is a tax exempt
organization. It is the responsibility of
each cardholder to ensure tax is NOT
charged on your transaction. If tax is
charged then it is also the cardholder’s
responsibility to contact the vendor for
reimbursement of the tax. Please make a
note either on your statement or in
Smartdata notes that you have contacted
the vendor for reimbursement.
MISCELLANEOUS INFORMATION
Before placing an order with a vendor you are not familiar with check the Better Business Bureau site for any
problems. www.bbb.org.
Travel Expense reports are required for any travel outside Alfred such as airport pickups/drop offs, student
trips, etc. Signature by cardholder and supervisor (if required) should be on the report before uploading to
Smartdata and submitting to card manager.
All budget changes in Smartdata require prior approval from budget supervisor.
One Card Policies and Procedures can be found on our website.
http://our.alfred.edu/index.cfm/fuseaction/onecard.home
User/Reviewer Form is used by cardholders using their credit card as a department card. Each user must
attend training prior to using the credit card. A reviewer is an employee that only reviews the cardholders
transactions online.
Delegation To Use Form has been created for cardholders that want to use their credit card as a division
card. This form is for user to carry on their person to show vendors if asked. Contact the program
administrator for a copy. Please note, it is your responsibility as a cardholder for all transactions being made.
Delegation To Use Form
In Summary
DO
1. Upload all paperwork (receipts, confirmations, packing slips) for each transaction
2. Give a complete description of the item/business purpose for purchase
3. List all participants and business purpose if purchasing food/meals
4. Include an itemized food and beverage receipt
5. Review your transaction online by the due date no later than the 12th
6. Initial your statement and send to your card manager by due date
7. Report lost or stolen One Cards immediately
DON’T
1. Pay sales tax
2. Split transactions to avoid the $1,000 limit
3. Turn in your paperwork late and incomplete
4. Allow others to use your One Card without proper training and authorization
NOTE:
Violation of One Card Policies and Procedures can result in the loss of your One Card
Privileges.
Remember to call & activate your
credit card (you will be asked to enter
the last four digits of your AU Banner
number not your SS#)
Please call Sue x2698 or email
pecksm@alfred.edu with any
Questions
QUESTIONS?
THANK YOU
FOR ATTENDING