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OneCard FAQs

Are there any restrictions associated with the use of my Card?

Yes, in addition to Lehigh University’s policy stating the type of products or services you can buy, other controls and limits may be placed on your OneCard including:

A monthly dollar limit
A single transaction limit
“Blocked” merchant categories

The restrictions on your card can be found on your OneCard / CCER Request Form that you submitted, as modified by any subsequent OneCard / CCER Maintenance Request forms.

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What should I do if I need to change my monthly or single purchase limits?

Please complete a OneCard / CCER Maintenance Request Form, including the signature of your Approver and any supporting materials, and send your request to the OneCard Program Administrator at 516 Brodhead Avenue.
If you are traveling and need a one-time increase to your limit for an unexpected expense, you can contact the OneCard Program Administrator at extension 83266 to request a one-time temporary increase to your limit. Your limit will return to the current limits approved on your Request form after the transaction has posted.

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How will I know if I have exceeded my monthly limit?

You can check your available credit limit in CCER on-line or call the Wells Fargo Bank Customer Service number on the back of your Card. Remember you will need the last four digits of your Lehigh ID for verification purposes.

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What should I do if a merchant does not accept the Wells Fargo Bank Card?

Please contact the OneCard Program Administrator and provide the supplier’s name, address and phone number. The OneCard Program Administrator will research the issue.

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What should I do if a merchant does not accept the Wells Fargo Bank Card?

How will I know if Lehigh University is getting billed correctly for the purchases I have made?

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How will I know if Lehigh University is getting billed correctly for the purchases I have made?

You can view a Cardholder activity statement online listing all the purchases made. This information is for your review only and allows you to review your purchases. You must review the statement in a timely manner, as any disputed or fraudulent transactions must be reported to Wells Fargo Bank Customer Service within the pre-determined time restraints.

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Can I split an expense between indexes in CCER?

Yes – in the CCER system, click the box next to the transaction to select it and then select the red “Split and Reclassify”. The next screen will allow you to split the transaction by percentage or dollar amount. For more detail, please refer to the Cardholder Quick Reference Guide on the OneCard website.

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How will my monthly OneCard bills be paid?

You are NOT responsible for the payment of your OneCard bills. Accounts Payable will make one payment to Wells Fargo Bank covering OneCard expenses for all of Lehigh University employees using the Card.

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What should I do if I have a problem associated with something I bought with my OneCard?

Please refer to the “Disputed or Fraudulent Charges” section of the OneCard Policy and Procedures Manual for complete details. It is extremely important that you address these items immediately.

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Once I receive the OneCard, can I begin using it immediately?

You will need to call Wells Fargo to activate your card. When calling Wells Fargo, you will need to know the last four digits of your LIN to identify yourself.

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What should I do if my Card is lost or stolen?

It is extremely important to call Wells Fargo Bank’s Customer Service toll-free number (1-800-932-0036) immediately in the event your Card is lost or stolen. You must also notify the OneCard Program Administrator.

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Can another employee utilize my Card for purchases?

Each Card will be embossed with the individual employee’s name. The employee is responsible for the proper use of their Card.

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Can the OneCard Program be used out of the United States?

Yes, the Card is accepted worldwide. Purchases can be made in any currency and billed in U.S. dollars. The currency, as well as the foreign exchange rate utilized, is stated for each transaction on your statement. Please take note of the phone number for Wells Fargo customer service when traveling abroad: 415-243-1935.
When traveling outside of Pennsylvania, please call Wells Fargo and notify them of where you are traveling and the dates you are traveling. When calling Wells Fargo, you will need the last four digits of your Lehigh ID (LIN) to identify yourself.

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If my trip or purchase creates multiple transactions on my statement, do I have to enter a Business Purpose for each item on the statement?

You can enter the business purpose for the first item in the series and then copy it down to the other items (please refer to the Cardholder Quick Reference Guide for more information).

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What if I want to charge an expense to an index that is not in the drop down list in CCER?

If the index is not in the drop down list, then you have not been given authorization (as Financial Manager, Authorized Signer or OneCard User) to charge that index. If the index is new and you believe your should have authorization, contact Eva Shiner in the Controller’s Office to add that index for your card. Otherwise, if neither you nor your Approver are authorized to charge the index, allow the expense post to your default index and prepare a Banner expense reallocation that can be signed by a Financial Manager or Authorized signer on that index. For additional information about how to reallocate expense, see the General Accounting section of the Controller’s Office website.

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What if I’m traveling on an extended trip and won’t be in the office to submit my receipts at the end of the statement cycle?

While all Cardholders are encouraged to anticipate this situation and make alternative arrangements to the extent it is possible, there will be rare situations in which a delay in submitting receipts is inevitable. Please refer to the “Extended Travel” section of the OneCard manual for a listing of alternatives, including a process to submit receipts after you return from your trip.

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What do I do if I’m missing a receipt?

If the expense is under $75, a receipt is not required under the Travel and Business Expense policy. If a receipt is required, in some situations (such as hotel receipts) you will be able to obtain a copy of the receipt from the merchant. If you cannot obtain a copy of the receipt, please submit a statement, signed by your supervisor, documenting the expense (see the “Lost Receipts” section of the Travel and Business Expense Policy).

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Are there fees for international transactions or ATM withdrawals?

There is a 1% cross border transaction fee for international charges and a 2% ATM withdrawal fee.

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Did you know after entering business purposes and reallocating expenses if appropriate, you need to click the “Statement Reviewed” button?

Clicking the Statement Reviewed button sends your statement to your approver.

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Did you know the same coversheet is used for both credit card charges and out of pocket expenses?

Just print the coversheet once and scan and email or fax the coversheet and receipts to Wells Fargo.

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Did you know when purchasing with your OneCard, if the transaction is rejected or decline, you should contact your OneCard Administrator, Brenda Bachman or Nick Rose in Purchasing Services?

They will be able to view the decline reason on the Wells Fargo system and be able to help you proceed with your purchase.

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Did you know if when trying to log into the Wells Fargo CCER system you receive the message “you are no longer authorized…,” you should contact your OneCard Program Administrator, Brenda Bachman or Linda Roberts in Purchasing Services?

They will be able to reset your password so that you can log in.

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Did you know when scanning and emailing receipts and cover sheet to Wells Fargo, everything needs to be in one pdf file?

Visit the OneCard website off the Purchasing website for instructions on how to combine separate pdf files into one file.

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Must I have a Wells Fargo bank account in order to be reimbursed?

No, you can enter any personal bank account that you prefer.

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How do I enter a request for Per Diem reimbursement?

Obtain the per diem rate for the travel location from the General Services Administration (domestic) or U.S. State Department (international) websites and print the appropriate rate for the time period of travel. Calculate the total per diem reimbursement due taking into account the number of full and partial days of travel. Enter the total per diem reimbursement amount in the “Amount” box, in the “Description” box explain the purpose of the travel, that reimbursement is on a per diem basis, the travel location and number of days of travel. When you submit your receipts for that statement period, include the website printout supporting the rate that you used. For a complete description of the University policy for submitting per diem reimbursements and website links, please refer to the Travel and Business Expense Policy and Procedures that is posted on the Controller’s Office website.

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How do I enter a request for reimbursement during the Review Period so I am reimbursed as promptly as possible?

During the Review Period, select “Review Open Statements” from the menu on the left side of the screen, then “Out of Pocket Expenses” and “Add an Expense” so that your reimbursement is processed immediately after the Approval Period. If you enter a reimbursement after clicking “Cycle to Date”, the reimbursement will be processed after the Approval Period in the following month.

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When do I receive my reimbursement?

You will receive a direct deposit reimbursement one to three days following the end of the Approval Period in which they were approved. You will receive an email confirmation of the direct deposit transmission.

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What do I do if the Cardholder did not submit receipts with their statement?

Do not approve a statement that is not complete, including all required receipts. If the expenditure is over $75, contact the Cardholder for the missing receipts. The Cardholder, Reconciler, Primary Approver and Secondary Approver all have the ability to scan/fax in the receipts after the statement period has closed.

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Did you know Out of Pocket expenses need to be approved prior to clicking the Approved Statement button?

Without approving the Out of Pocket expenses first, the employee will not be reimbursed during the current cycle.

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What happens to items that are approved in the system but are found, as part of the audit process, to be unallowable?

This happens very rarely, what may happen more frequently is that expenses are legitimately approved, but the business purpose documentation does not adequately explain the reason for the expense. The Controller’s Office will first take the necessary steps to track down the legitimate reason from the employee for clarification. If the expense was truly unallowable the Cardholder has 30 days to reimburse the University. If the Cardholder does not provide repayment, reimbursement will be processed via payroll deduction. Please also refer to the “Corrective Actions for Policy Violations and Misuse” section in the OneCard Policy and Procedures Manual.

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Who may I talk to if I have questions?

You can contact a Program Administrator in Purchasing Services at extension 83266 for any questions you have regarding limits, usage and other issues. Only a OneCard Program Administrator has the authority to change any existing information or restrictions to a Cardholder’s account.
Questions regarding the Travel and Business Expense Policy should be referred to the Controller’s Office, the primary contact is the Accounts Payable Supervisor at extension 84404.

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What do I do if I forget my Wells Fargo User ID and/or Password?

You can contact a Program Administrator in Purchasing Services at extension 83266 to reset your password or, if you are calling outside of business hours, call Wells Fargo Customer Service at 1-800-932-0036. There is also a button on the Wells Fargo login screen that allows you to reset your password yourself.

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Why doesn’t the email and phone number in the Wells Fargo system match my Lehigh email and phone number?

The email address entered in Wells Fargo is designed to block the automated emails that are sent by the Wells Fargo system and to allow us to maintain a more customized and user-friendly email notification system. Therefore, your email in the Wells Fargo system should always remain nobody@wellsfargo.com. The phone number that is entered is the Program Administrator’s phone number and should remain that way as well.

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What do I use as my billing address when I order products online?

The billing address is the campus address that was entered in Wells Fargo system and can be viewed by selecting “User Information” and then “Personal Profile” from the menu along the left side of the screen.

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What happens when I check the “Receipts Attached” box?

That box does not initiate any action within the Wells Fargo system but is a means by which you can track which expenses will require a receipt and indicates to your Approver which expenses will have receipts to be reviewed.

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I entered my information but I don’t see the “Statement Reviewed” button and I don’t see where I can print my fax cover sheet?

The Statement Reviewed button and option to print the fax cover sheet only appear during the Review Period because you submit them once for the entire statement. If you are in the middle of the statement cycle, you won’t see those options. If you have activity in the cycle, you will receive a reminder email when it is time to submit your receipts.

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Are students using the Wells Fargo system for reimbursements?

No, students and temporary employees will not be enrolled in the Wells Fargo system and will continue their existing process for reimbursement at the campus branch bank.

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I’m emailing my coversheet and receipts and I’m getting an email that they are being rejected by Wells Fargo?

When sending your receipts by email, make sure that your email does not include an attached vcard.

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What do I do with my original receipts after I have sent them to Wells Fargo?

We ask that you retain your original receipts for the current plus one prior fiscal year.

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Did you know there are instructions on the Purchasing website for how to overlay the OneCard calendar onto your own Google calendar so you are aware of all the important dates?

Visit the OneCard page off the Purchasing website for more information.

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Did you know if information needs to be changed/updated regarding your OneCard account, a OneCard Maintenance Form needs to be completed and forwarded to your OneCard Administrator, Brenda Bachman or Nick Rose in Purchasing Services?

The form is located on the Purchasing website OneCard page - scroll down to Forms.

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