Corporate Card FAQ
| Question(s) | Answer |
| How do I add a new account number? | To add a new account to your BMO search selection, you must be the Unit Authority or have spending authority in Web for Administrators, or have written authorization from the Unit Authority. The unit authority for the account should send an email with approval to pcard@dal.ca. Please confirm if this account should be added for continuous use, or if it has an expiry date. Please allow 24-48 hours for accounts to be added. For more information, please see our levels of required unit authority. |
| How do I add a new operating account number? | To add a new account to your BMO search selection, you must be the Unit Authority or have spending authority in Web for Administrators, or have written authorization from the Unit Authority. The unit authority for the account should send an email with approval to pcard@dal.ca. Please confirm if this account should be added for continuous use, or if it has an expiry date. Please allow 24-48 hours for accounts to be added. For more information, please see our levels of required unit authority. |
| How do I add a new Research account number? | To add a new account to your BMO search selection, you must be the Unit Authority or have spending authority in Web for Administrators, or have written authorization from the Unit Authority. The unit authority for the account should send an email with approval to pcard@dal.ca. Please confirm if this account should be added for continuous use, or if it has an expiry date. Please allow 24-48 hours for accounts to be added. For more information, please see our levels of required unit authority. |
| How do I change my default account number? | The unit authority (as outlined below) for the account should send a request by email to pcard@dal.ca. Please allow 24-48 hours for accounts to be changed. This will apply to any new transactions. For more information, please see our levels of required unit authority. |
| Why was my purchase declined? | Total cost of the transaction exceeds the transaction limit of the card (a purchase requisition is required) Total spending has reached the monthly spending limit (contact pcard@dal.ca) The item falls under a restricted merchant category code (MCC) - for example, travel related expenses, transportation, accommodations, restaurants, and high risk areas Card has expired Human error an incorrect account number incorrect expiry date is given or transposed Incorrect university billing address was given The billing address must match what we have on file; the shipping address is your physical address You can see the decline note in Non-Posted Transactions; Go to bottom of SD Home page, select non-posted tranactions link, place mouse over red circle icon for error. If no red circle, item was not declined by BMO. |
| How do I dispute a charge? | There are 2 types of disputes: a dispute for a charge to a company you have completed a transaction with, or a dispute for an unknown charge. If you are disputing a transaction with a company (could be an unauthorized charge, difference in dollar amount or amount charged, duplicate charge, merchandise returned without credit, or defective merchandise), you should follow up directly with the supplier. Most issues can be resolved quickly. If the dispute continues, notify the Bank with details. Cardholders have 30 days after billing to dispute. If you are disputing an unknown charge or possible fraud, contact Bank of Montreal (BMO) Customer Service directly. The dispute representative will then instruct you on how to continue the dispute process. You will be provided a credit while they investigate. If disputed, this will still need to be submitted online. Please note in the description that the item has been disputed, and the date you spoke with BMO. |
| How do I get a replacement P-Card for lost, stolen, or damaged cards? | In the event your P-Card is lost or stolen, you are required to notify BMO immediately and then notify the Corporate Card Manager (procurement@dal.ca). If a card is damaged beyond use, contact BMO Customer Service and they will forward a new card. All replacement cards are sent to the Procurement office. We will arrange pick up or delivery with you. |
| How do I reset my pin? | To reset this, you will need to call the BMO number on the back of your card (other Contact Information for BMO). For security reasons, they may ask you for your identification code, or employee number (this is your Banner ID) and/or your university billing address to confirm that it is you they are talking to. BMO Customer Service will give you instructions over the phone. |
| What do I do with my card when I am leaving the university or department? | If you are leaving, contact pcard@dal.ca to have your card cancelled. We will need to make arrangements for your final statement. The card should be shredded. If you are moving within your department, we can work with your unit authority to update the information. A new application will be required. If you are moving to another department or faculty, we will need to cancel your current card and receive a new application from the new department. Please ensure there are no outstanding charges or renewals set up on your card. |
| How do I change information related to my P-Card? | Contact pcard@dal.ca to have information such as department, account additions, and approver changes applied. Authorization from the unit authority may be required. |
| What are my card limits? | The Default limit for P-Cards are $10,000 Canadian (taxes included) per transaction Unit Authorities may request lower limits for their employees. Note: A transaction cannot be split to process requirements over the single transaction limit. $25,000 per month. |
| What do I do if I do not have a receipt/invoice? | If you do not have a receipt or an invoice, contact the company for a copy of your transaction. If you cannot retrieve a copy, please complete in full Purchasing Card Transaction Declaration [PDF]. |
| What is my billing address / phone number on file? | Often a vendor will ask for a billing address to confirm that it is you placing the order online. You can view your billing address and business phone number in BMO Spend Dynamics under accounts: select your current card and it will appear on the right panel. The shipping address is your physical address where you should have your items purchased and invoices sent. |
| Reset Two-Factor Authentication | I’ve unlocked your account and reset your two-factor authentication. If you do not correctly provide your password in the first two attempts, please request a forgotten password. If you attempt a third time, you will be locked out. PLEASE NOTE the following: The app is NOT required to log in or to retrieve the two factor authentication. 🚀 Quick Login Steps: 1. Go to the login page while on your browser. 2. When asked to authenticate, scroll down Click “Use another method”. 3. Select Email — you’ll be sent a code to the email on file. ⚠️ Heads-Up: • Type the code manually (don’t copy/paste). • If your browser saves passwords, it might save the code instead — double-check! • The app only works with one program (P-Card or Travel Card). • On a PC, you can always use the email option — no app needed. |
| How do I manually Submit my Statement after Closing | What You Need to Do: 1. Upload and link the invoice to the transaction in BMO (see instructions below). 2. Print your statement as a PDF (instructions below). 3. Email the signed PDF to pcard@dal.ca • Confirm invoices are uploaded (you will see the check marks on the printed PDF) • Ensure the statement is approved by your online approver (If you are the Unit Authority and do not have one, only your approval is required) • Subject line: Late Statement – your name and the statement month 📎 How to Upload an Invoice After the Cut-Off Date: • Go to the Expenses tab • Set your Filter • Set the Duration to include the statement month (Statement month is the period the statement ends) • Change the filter to Complete or Pending Approval • Apply • Click the transaction • Click Options (scroll to bottom right:) • Advance Statements • Click Manage Receipt Image (scroll to bottom right) • Click Upload, select your invoice file, and click Open • In the pop-up, ensure Image Library is clicked (where the new file arrives) • Select the invoice → click Manage Receipt Links • Select the matching transaction(s) → click Save 🖨️ How to Print Your Statement in PDF: • Click View Statement Report at the bottom • Click the printer icon and save the PDF • Send the PDF to your P-Card Approver for signature • Email the signed version to pcard@dal.ca |
| How to see Amazon Transactions (invoices) | View all your amazon transactions: • Login to the account o Go to Account and lists o Your account o Your payments o At the top select transactions o You will see all things charged, you can select the link (order#) and the receipt is there. |