Thank you to all the Cardholders who submitted their completed ProCard/GoCard Statement Reconciliations using the new paperless submission process. We hope you had a positive experience in submitting the reconciliation.

To improve Cardholders’ experience for future submissions, below are some helpful tips:

1. Unless the file size is greater than 10MB, please consolidate your itemized receipts and backup documentation into one file. Do not create a file for each type of documentation.
2. Save ProCard/GoCard Statement in a file separate from the one with itemized receipts/backup documents.
3. The ProCard/GoCard invoice number, invoice date, and cardholder’s name and  EmpID can be found at the top section in the card statement. (Refer to Figure 1)
4. When filling out the ProCard/GoCard submission form in the FTS portal, the name and contact information of the cardholder will populate in fields when their EmpID is entered. If they do not, then check the Employee ID to ensure it was entered correctly.
5. Cardholders and Approving Officials must provide electronic signature on the statement using DocuSign. Scanned documents with wet signatures will be returned to Cardholders for proper submission.

For assistance with the new submission process, we have updated the ProCard/GoCard Reconciliation process guide, scheduled additional Finance Open Lab sessions, and prepared a video tutorial on using DocuSign for signatures.

If you have any questions, please contact Finance Support at financeconnect@sjsu.edu or 4-1558. Thank you.

Figure 1: Statement header displays the invoice number, invoice date and cardholder’s information. Click on image to enlarge.