Table of Contents:
Should I get a Travel Card? (Decision Tree)
See decision tree below to determine if applying for a travel card if right for you.
If you will be a group leader or take students on a trip then a travel card will be helpful to pay for group expenses.
*Text of Decision Tree Image Above*
- Are you typically only reimbursed for mileage and/or meals?
- Yes ► You may not need a travel card but the option is still available for you.*
- *If you will be a group leader with students, consider receiving a travel card for group expenses.
- No ► See Next Question
- Do you travel on university business more than once a year?
- No ► You may not need a travel card but the option is still available for you.*
- *If you will be a group leader with students, consider receiving a travel card for group expenses.
- Yes ► See Next Question
- When you travel, do you typically need to purchase large ticket items, such as but not limited to hotel/registration?
- No ► You may not need a travel card but the option is still available for you.*
- *If you will be a group leader with students, consider receiving a travel card for group expenses.
- Yes ► You may want to consider applying for a travel card.
Can I use someone else's Travel Card for my Travel Expenses?
Users do not need a T-Card to travel. T-cards are only a convenience for frequent travelers and those who have to buy expenses items such as airfare and hotel.
Contact your department or the travel office for guidance.
How do I dispute a transaction?
First, Contact the Vendor
An attempt to dispute a transaction should begin with speaking to the vendor. Often times, a vendor may apply a credit to your Travel Card, resolving the dispute.
If Unsuccessful, Contact CitiBank
If the vendor cannot be contacted, or is unable to resolve the dispute, the next step is to contact CitiBank. If you need assistance disputing a transaction, contact the Travel Office.
How do I get a Travel Card?
Employees that wish to have their own Travel Card must complete the Travel Cardholder Application/Approval Form in Concur (login using your mySFA credentials).
Creating & Submitting Card Application:
- Click on Requests tab
- Click on New Request
- Request Policy dropdown field select SFA-Card Application
- Report name: Last Name, Application Type (Doe, Travel Card Application)
- Last 4 of SSN: Last four digits of your SSN
- SFA PO Box: SFA department PO box
- Per transaction limit: Select amount based on drop down selection
- Per Cycle Limit: Max $20,000
- Business Manager Name, Username: Name of Business Manager and mySFA username
- Account Manager Name, Username: Name of Account Manager and mySFA username
- Comment: add any notes related to your application that either approvers or Disbursement office should be made aware of
- Review application and Submit Request after reviewing the submit agreement
Additional T-Card information can be found on the Procurement & Business Services Site.
How do I handle fraud on my Travel Card?
If you notice fraudulent charges on your Travel Card, notify the Travel Office and/or CitiBank immediately.
The charge will need to be noted, disputed, and then assigned to a travel request/report. When the credit arrives, the transaction can be assigned to the same report to offset the fraudulent charge.
How often are Travel Card charges loaded into Concur?
Travel Card charges are automatically loaded from CitiBank into Concur nightly.
Please keep in mind that transactions may take a few days to post to CitiBank before they can be loaded into Concur.
Is there a deadline for resolving Travel Card charges?
Travel Card charges must be matched, resolved, or settled within 15 days of the charge posting to Concur.
Where can I see my Travel Card charges?
If you are an Individual Travel Card Cardholder or Departmental Travel Card Custodian, charges will be visible in your Concur queue.
Click on Available Expenses to view your charges.
