GoCard

使用 GoCard to prepay expenses related to official university travel. GoCards将会发行 only to staff responsible for arranging and coordinating travel for their department.

For more information, please refer to the GoCard指南[pdf].

• 责任

  • 持卡人

    • Keep Card and card number secure.
    • Comply with university GoCard program policy and procedures.
    • Reconcile monthly statements with matching receipts and send them to the Approving Official via DocuSign for approval. 
    • Download the signed statement from DocuSign and submit the statement via FTS to Payment 1 .服务^st of the month or following business day.
    • Immediately report lost/stolen cards and questionable/fraudulent charges to the credit card company, GoCard Program Coordinator and 官方批准.
    • Return the card to the GoCard Program Coordinator before leaving the university or when there is no longer a need for the card. 
    • Submit ProCard/GoCard Update Form [DocuSign] form if an 官方批准 change is made. 
    • Agree to the consequences of violating the GoCard program policy and procedures.

    
    官方批准

    • Review charges for appropriateness and prior approval of expenses.
    • Be familiar with 菠菜网lol正规平台 travel policies.
    • Know the policy/ramification for late statement submissions and restricted purchases.
    • Agree to uphold the expectations of the GoCard program policy and procedures.
• 申请一张GoCard
  • • Eligible employees can request a card by submitting a ProCard/GoCard Application Form [DocuSign]. The program coordinator automatically receives a copy of the application once it’s 完整的.
    • Complete Introduction to Finance (FIN101) prior to applying  for GoCard.
• 更新GoCard信息

  • To make changes to your GoCard account (name changes, add/remove an approving official, transfer departments, increase credit limit, etc.)提交 ProCard/GoCard Update Form [DocuSign] form. The program coordinator automatically receives a copy of the request once it’s 完成.

• 培训
  • • Introduction to Finance (FIN101) is to be 完成 prior to applying for a GoCard. 参加 Finance and 业务 服务 培训.
    • A GoCard Overview will be scheduled by the GoCard Coordinator once the card arrives. 持卡人s receive their GoCard at the end of the overview.
    • The GoCard/ProCard Reconciliation Workshop is recommended prior to the cardholder’s first reconciliation.
• 可列支的费用
  • • 会议费用
    • 注册费
    • 机票
    • 租车
    • 住宿
    • 损失的费用
    • Travel Arrangements through Fell Travel
    • 停车/出租车/航天飞机
• What Cannot be Purchase with a GoCard
  • • 现金垫款
    • 汽油
    • Meals
    • Payments to another California State University
    • Memberships (unless billed together with registration)
    • Any expense not related to University business 
• Reconciliation and Submission

  • To 完整的 the CFS Reconciliation 

    • Access the CSU ProCard module in CFS.
    • Search for the ProCard statement by cardholder name.
    • 根据需要更新图表字段.
    • Enter purchase descriptions in the comment fields.
    • Save the statement and click the print icon.
    • Click process monitor and download the statement.

    
    Statement Signatures in Docusign

    • 使用 GoCard/ProCard Statement template and upload your updated statement.
    • Add both cardholder and approving official signatures and dates to the statement.
    • Download a signed copy of the statement from DocuSign.

    
    FTS提交

    • Log into FTS, and click the ProCard/GoCard Statement Submission link.
    • Enter the cardholder employee ID, the ProCard invoice number, and the statement date.
    • Upload the signed statement as an attachment.
    • 单击Submit.