Training and Help

Training Materials

PDFs

Approve a Pro-Card Transaction (PDF)

Change Status of Single or Multiple Transactions (PDF)

Reconcile sales/use tax on a transaction (PDF)

Search for One or More Transactions (PDF)

Update chartstring distribution on a transaction (PDF)

Uploading Procurement Card Documentation in BFS 9.2 (PDF)

Videos

Approving Procurement Card Transactions in BFS

Entering PC Chartfields into PCards (for Contracts and Grants)

Articulate Trainings

How to Use the Single-Page Documentation Form

How to Use the Entertainment and Event Authorization Form

How to Reconcile bluCard and Travel Study Card Transactions in BFS

Required Trainings

bluCard Training (BEPRO101)

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Group Training for Your Department or Unit

Please email us at creditcard@berkeley.edu so that we can discuss the best training method in a group setting. We will also work with you for scheduling.

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Which Payment Method to Use for Your Purchase

Please refer to the Purchasing and Payment Method Matrix page for a breakdown of what purchases are allowed on which payment method and their applicable policies.

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Policy Help

Please visit the UC Procurement Policies page for more information and links to the UCOP policies.

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Did Not Receive a New Card You Applied For

If you requested a new card, and have not received it, please contact us at creditcard@berkeley.edu for assistance.

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Card Declined

If your card does not work, please do not panic. There are a number of factors that may impact the functioning of your card, including: vendor MCCs, duplicate charge risk, and POS terminal malfunction.

Please refer to the following steps:

  • Ask the vendor to try again (perhaps using a different method than originally attempted, such as booking over the phone instead of on a hotel website)
  • Email the Card Program at creditcard@berkeley.edu, we can see the same information that the bank can and can fix most issues
    • If you will need to contact US Bank, the Card Program will provide direction on who to call and what information they will need
  • If the purchase must be made urgently, reach out to your home department and see if the purchase can be made by someone else in your office instead
    • They may be able to make the purchase with their bluCard or using a PO
  • If the issue occurs after hours and is urgent, please call the number on the back of your card
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Making Purchases that Exceed Your Card Limit

In consideration of the LVPA transactional limit, if a short term, occasional, transaction limit increase is required, a cardholder may request one by having their authorized Approver email creditcard@berkeley.edu with the following information:

  • Cardholder Name
  • Card Type
  • Temporary Transaction Limit Increase Amount
  • Temporary Transaction Limit Increase Duration (standard 30 days)
  • Business Purpose
    • If the limit increase will need to exceed 30 days, please state why in the business purpose, these requests will take longer to go through as they require additional Accounts Payable approval
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MCC Blocked

If a vendor you need to procure from is being blocked due to their MCC, you may request a temporary exception by emailing creditcard@berkeley.edu. Please include the following information:

  • Cardholder Name
  • Card Type
  • Vendor Name
  • Transaction Amount that was Declined
  • MCC Exception Duration (standard 30 days)
  • Business Purpose
    • If the MCC exception will need to exceed 30 days, please state why in the business purpose, these requests will take longer to go through as they require additional Accounts Payable approval