Corporate Credit Card Program

Credit Card Resources

• Spend Dynamics Resources

  How to download monthly BMO Mastercard Statement

  Registering for two-factor authentication for Spend Dynamics

• Concur Resources

  Training Registration - New BMO Cardholders

  Concur BMO Reconciliation Quick Start Guide

  Concur BMO Reconciliation User Workbook

  How to recall, combine BMO reports and move transactions

   

• Forms

  Corporate Credit Card Application Form

  Corporate Credit Card Increase Form

• Policies
  Corporate Credit Card Policy

Credit Card FAQs

• How do I apply for a credit card?
  1. Download the Corporate Credit Card application.
  2. Complete the cardholder profile and read and digitally sign the cardholder agreement.
  3. Obtain digital signature from Manager or Dean.
  4. Email completed form to finops@ontariotechu.ca.
  5. Attend the mandatory Concur Training for New BMO Card holders.
• How do I cancel my credit card?
  • Email purchasing@ontariotechu.ca to request cancellation.
• Someone left the University what do I do with their card?
  • Email purchasing@ontariotechu.ca.
• What do I do with my card if I am going on leave?
  • Email purchasing@ontariotechu.ca.
• How do I add a delegate in Spend Dynamics for my credit card statements?
  • Email purchasing@ontariotechu.ca.
• Why is my credit card being declined?
  • Email purchasing@ontariotechu.ca.
  • Call BMO MasterCard using the phone number listed on the back of the credit card.
• I need a temporary increase on my monthly spending limit, what do I do?
  1. Complete the Corporate credit card monthly increase form.
  2. Obtain digital signature from Manager or Dean.
  3. Email completed form to finops@ontariotechu.ca.
• I need to make a single purchase over my transaction limit, what do I do for this?
  1. Complete the Corporate credit card monthly increase form.
  2. Obtain digital signature from Manager or Dean.
  3. Email completed form to finops@ontariotechu.ca.
• I forgot my Spend Dynamics login / password.

  Your Spend Dynamics  Username is your  Banner ID (100xxxxxx).

  To reset your password:

  1. On the login page, click on Forgotten your password.

  2. Enter your username (100 number) and ontariotechu.ca email address.

  3. Click Submit and an email with reset instructions will be sent to your email. Follow the steps to reset your password.

  Email purchasing@ontariotechu.ca if you have any further questions.

• My two-factor Spend Dynamics authentication is not working.
  • Email purchasing@ontariotechu.ca for a password reset.

Credit Card Reconciliation

• BMO Corporate Credit Card Submission Deadlines

  BMO Corporate Credit Card Submission Deadlines

                                  April 2024 - March 2025

  Credit Card must be reconciled to the Credit Card Statement on a monthly basis according to the submission deadlines.

  Please remember to reconcile your reports prior to a planned absence.

   

  Month	Cycle Cut Off	First Day to Submit	Last Day Submit/Approve
  April	April 27th	April 29th	May 3rd
  May	May 27th	May 29th	June 4th
  June	June 27th	June 28th	July 5th
  July	July 27th	July 30th	August 6th
  August	August 27th	August 29th	September 5th
  September	September 27th	September 30th	October 4th
  October	October 27th	October 29th	November 4th
  November	November 27th	November 29th	December 5th
  December	December 27th	December 30th	January 6th
  January	January 27th	January 29th	February 4th
  February	February 27th	February 28th	March 6th
  March	March 27th	March 28th	April 3rd