Credit card custodians and department administrators use the OBI SU Credit Card Custodian report to locate suspended Stanford Travel Cards (TCards) and Purchasing Cards (PCards). This report helps identify which cards require attention for reactivation or transaction cleanup.
- Learn about the timing and process of force clearing in the Policy: Clearing of Aging Transactions.
- Learn about credit card programs in the Topic Overview: Stanford Purchasing Cards (PCards) and Topic Overview: Stanford Travel Cards (TCard).
Find Suspended Credit Cards
Before You Start
You must have authority to see the relevant credit cards in OBI Financial Reporting using the Expense Requests and SU Card Activity (ERR) Dashboard >SU Credit Card Custodian report.
- Go to OBI Financial Reporting
- Enter SUNet ID and password, if prompted
- Select the Dashboards menu from the toolbar
- Select Expense Requests and SU Card Activity from the dropdown
- Select SU Credit Card Custodian on the dashboard home page
- Select card status: SUSPENDED
- Enter Inactive On>=: MM-DD-YYYY (e.g. 10-10-2010) to limit results to recent suspensions
- Enter other criteria as desired, e.g. the department org code, the card holder name, or custodian name
- Select Apply
- SU Credit Card Program Description: either PCard or TCard
- SU Credit Card Type Description: either department or individual
- Inactive On date (Reactivation of suspended credit cards can be requested after a waiting period.)
- Export to Excel, if desired, for advanced analysis
- Select the gear icon at the top right of the data window
- Select Export/Excel from the dropdown
What Happens Next?
- If a PCard or Travel Card is suspended with transactions still open, it is the responsibility of the card holder and verifier to complete the verification process for those card transactions.
- For questions, please submit a PCard/TCard support request.