![Page 1: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/1.jpg)
Travel Card TrainingTravel Card Training
![Page 2: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/2.jpg)
What Is Covered in This TrainingWhat Is Covered in This Training
What is a T-card
What and what not to use the T-card for
Where to use the T-card
Why use the T-card
How to process payments for the T-card
![Page 3: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/3.jpg)
T-Card T-Card What is it/How do I get one?What is it/How do I get one?
A VISA credit card to purchase travel related items
Apply through Riley Kinney
![Page 4: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/4.jpg)
Why do I want one?Why do I want one?
Available for traveler or department rep use
Reduces out-of-pocket expense for traveler
Speeds payment to vendor
Provides savings by use of tax exempt status
Accepted wherever VISA can be used
Wave of future for many purchases
![Page 5: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/5.jpg)
What Does a T-Card look like?What Does a T-Card look like?
![Page 6: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/6.jpg)
Tax–ExemptTax–Exempt
What does that mean
Why so important to use the T-Card for this
Only for items in Florida
Give your travelers a copy
![Page 7: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/7.jpg)
Tax Exempt FormTax Exempt Form
![Page 8: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/8.jpg)
What to use the T-card forWhat to use the T-card for Lodging/Hotel/Motel * Telephone/Internet Services for Bus. Purposes Air Travel / Checked Baggage Fees Travel Agency Fee Bus/Train Fare Parking Taxi & Taxi Tip (maximum tip of 15%) Automobile Rental Charges * Gasoline for FSU vehicles and rental cars only Conference/Convention Registration Fees * In FL we are exempt from state sales tax (provide tax exempt form to vendor)
![Page 9: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/9.jpg)
How to use the T-Card at a HotelHow to use the T-Card at a Hotel
If other items are to be charged during the stay such as meals, etc – upon check-in give the clerk a personal card for these items
Lodging requires an itemized receipt
Upon departure – review bill for accuracy
If in state – make sure state taxes are not charged
Single occupancy rate for hotels or indicate single/double rate the same
Justification required if hotel room rate over $150 in state or out of state (excluding taxes)
![Page 10: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/10.jpg)
What to look for on a hotel bill:What to look for on a hotel bill:
![Page 11: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/11.jpg)
Using the Using the T-CardT-Card for Airfare for Airfare Purchase Coach class or cheaper
Don’t purchase airfare more than 90-days in advance
Local travel agencies or internet travel service providers such as Delta.com or Orbitz may be used
Double check the correct dates of travel are booked Travel Agency Service Fees & Checked Baggage
Fees may be charged to the card (provide receipts) Trip Insurance is an optional feature and should not
be charged to the card Purchase non-refundable tickets
![Page 12: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/12.jpg)
Using the T-Card for Car RentalUsing the T-Card for Car Rental
State Contract (Travel Website)http://control.vpfa.fsu.edu/Travel
Reserve car in advance at 1-800-338-8211 or www.Avis.com (do not reserve with Orbitz, Travelocity, etc)
Use Contract Provided – Avis AWD: A113400
State contract rentals provide necessary insurance
Compact car unless there is a valid justification for the upgrade
Reserve only cars on the state contract – not Camaro Convertibles or SUV’s
![Page 13: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/13.jpg)
Other Car Rental IssuesOther Car Rental Issues State policy says that “Size nor stature” of
the traveler are not a valid, reimbursable justification for a larger class vehicle
Fuel Service Options are not allowed (fill up the car before returning to AVIS)
GPS is NOT reimbursable
AVIS-toll pass use is NOT reimbursable
Snow & Ice is not a valid, reimbursable justification for a larger class vehicle
![Page 14: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/14.jpg)
AVIS/Wizard #AVIS/Wizard # WIZARD number available through AVIS – do
not disclose to others– To apply contact Diana Dinkins at AVIS
Easier to rent for individual traveling to University since this is direct billed to the University or for those travelers under the age of 25
Check for Tax on receipt if rented in Florida – we are tax exempt – Contact Dianna Dinkins to remove tax after the fact
Fill-up car prior to return at AVIS – Can use T-card for this fuel
![Page 15: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/15.jpg)
Using the T-Card for Conference Using the T-Card for Conference Registration FeesRegistration Fees
Only pay for the Registration fee itself– If a membership fee is required, pay by another
means (purchasing card, payment request, etc)
Pay only 30-days prior to any early-bird deadline, regular registration deadline or the conference start date.
Do NOT pay for t-shirts, tours, golf outings, banquets, memberships, etc.
![Page 16: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/16.jpg)
Conference RegistrationConference Registration
![Page 17: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/17.jpg)
Do NOT use the T-card forDo NOT use the T-card for
Gas/Fuel in personal vehicles
Copies or Printing
Faxes
Meals
Memberships
Commodity type purchases
Any other type of charge not on the approved list
![Page 18: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/18.jpg)
What is “My Wallet”What is “My Wallet”
An area in OMNI where T-card charges are placed each week for viewing and processing
You can view your own charges and the charges of people you submit travel for
![Page 19: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/19.jpg)
OK- I’ve used the T-Card – Now OK- I’ve used the T-Card – Now What (Basic Steps)What (Basic Steps)
Review My Wallet for all cardholders Tuesday AM
Be sure a T. Auth has been approved
T. Auth must have valid benefit to The University
Process an Expense Report
Populate T-Card charge from My Wallet
Fax Receipts attached to Expense Receipt Pages to 645-9501
Make sure all approvers approve by Thursday
![Page 20: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/20.jpg)
TipsTips
Do not delete a line
Only put T-card charges on the ER/no other charges
Do not wait for the trip to end – process charge the week it downloads
Be sure to reference the T. Auth number
Cross-reference T-card ER numbers on regular ER for traveler
![Page 21: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/21.jpg)
If I don’t have receiptsIf I don’t have receipts
Take all measures to obtain the receipts
A receipt should have been provided when the item was paid for
Document why you don’t have a receipt and when/if you will obtain one
![Page 22: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/22.jpg)
T-Card CalendarT-Card Calendar
Mon Tues Wed Thurs Fri
T-Card ER
APPR OVE PAID
T-Card ER
APPR OVE PAID
T-Card ER
APPR OVE PAID
T-Card
ER
APPR OVE PAID
![Page 23: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/23.jpg)
T-Card Job AidsT-Card Job Aids
Available on Travel Web-Site
http://control.vpfa.fsu.edu/Travel
![Page 24: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/24.jpg)
How to check that the ER was How to check that the ER was processed correctlyprocessed correctly
Before submitting the ER – “SAVE for Later”
Check the My Wallet area – if the charges are still there they did not pull correctly– Delete the ER and start over
– “Save for Later”, Check again and submit if items pulled
– DO not delete any lines – if you have to delete a line – just start over and only select the lines you want to add
![Page 25: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/25.jpg)
If ER already submittedIf ER already submitted
Have the ER denied
Delete ER
Start a New ER and pull from My Wallet again
“Save for Later”, Check again and submit if items pulled
DO not delete any lines – if you have to delete a line – just start over and only select the lines you want to add
![Page 26: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/26.jpg)
More on payingMore on paying
Why do we have to pay so fast?– To stay within the terms of the contract– Once you charge the card – the vendor is paid– We have to pay the bank that issued the T-card
weekly
Do you pay your credit card late?– Remember the T-card is a credit card with a
weekly not a monthly due date.– We don’t want to pay this card late either
![Page 27: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/27.jpg)
OOPS – I’ve charged something I OOPS – I’ve charged something I shouldn’t have shouldn’t have Easiest course of action – Have the company charge
your personal credit card and credit the T-Card. Process an Expense Report, for the charge, and indicate a credit has been issued for the expense.
If that is not possible – write a check, made payable to FSU, for the item not allowed and send to Travel – if an approved expense then process an ER for it
Best course of action – review what can/can’t be purchased before using the T-Card
Review receipt at time of purchase – make corrections then, not later
![Page 28: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/28.jpg)
I Got a Credit – Now WhatI Got a Credit – Now What
Process an ER
Pull the Credit amount from My Wallet to populate the ER
Credits appear as negative amounts in My Wallet
The total of the ER has to be either positive or negative – not zero
![Page 29: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/29.jpg)
Somebody Charged My Card!!! Somebody Charged My Card!!! Invalid Charges Invalid Charges Process a Dispute
– http://www.purchasing.fsu.edu/CardInfo/DisputeForm.PDF
– http://www.purchasing.fsu.edu/CardInfo/DisputeGuide.PDF
Contact Riley Kinney for more info
If a Transaction number is needed, contact Calleen Roper in Travel
![Page 30: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/30.jpg)
NOTESNOTES Always check the receipt Only use for listed items Check for taxes Check for the correct amount Check to make sure you are using the
TRAVEL card for travel expenses not the commodity card
Do not let others have your card Do not distribute copies of your card to others
![Page 31: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/31.jpg)
More NOTESMore NOTES Process ER promptly after download
Don’t try to add charges to My Wallet
For assistance, please contact:Sharon Riffle at [email protected] or Calleen Roper at [email protected]
We keep a list of repeat offenders and their mistakes
The card can be taken away
![Page 32: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/32.jpg)
Charges not pulled from My Wallet
TAuth number not placed in Reference field
Not selecting appropriate and consistent Billing Type (In-State, Out-of State, Foreign, Non-Travel) for each expense line-item
No justification provided. Some examples are:– a vehicle other than a compact (Class B) is rented– the state contract Preferred Merchant not used– when lodging is over the maximum daily rate of $150 – flight change fees are charged
Registration form and payment confirmation receipt not provided for conference
Flight itineraries and airfare receipts clearly stating the total amount paid not provided
Common Errors on ERsCommon Errors on ERs
![Page 33: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/33.jpg)
Fax all receipts using the OMNI-provided receipts page to 645-9501
Never highlight information on the receipt; instead, circle, or draw an arrow, star, etc., to draw attention, without compromising any information on the receipt
Do not tape over information on the receipt
Do not reduce the receipts in size; the faxed page can be longer than the header page
If you have trouble reading the receipt because it’s too light, photocopy to darken the receipt, then attach to header page
If the receipt is on colored paper, photocopy onto white paper, then attach to header page and fax
Learn how to use your fax machine…make sure you are placing the documents right-side-up for your machine so that blank pages are not sent
Do’s/Don’ts of faxing receiptsDo’s/Don’ts of faxing receipts
![Page 34: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/34.jpg)
How a well-faxed receipt looks in How a well-faxed receipt looks in Hummingbird!Hummingbird!
![Page 35: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/35.jpg)
……Like This!...Like This!...
![Page 36: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/36.jpg)
Web-SitesWeb-Sites Tax-exempt form
– http://control.vpfa.fsu.edu/Controller-Forms#TravelForm
AVIS car rental contract– http://control.vpfa.fsu.edu/Travel/Auto-Rental-Contract-
Information
Travel Web-Site– http://control.vpfa.fsu.edu/Travel
Controller’s Office– http://control.vpfa.fsu.edu/
![Page 37: Travel Card Training. What Is Covered in This Training What is a T-card What and what not to use the T-card for Where to use the T-card Why use the T-card](https://reader035.vdocument.in/reader035/viewer/2022062511/5517ed40550346c6568b4a02/html5/thumbnails/37.jpg)
Thank you for AttendingThank you for Attending
Instructor: Kelley Smith
Course: TE 2589
Travel Phone #: 644-5021
Email: [email protected]