Bridgett Clancy, Author at Financial Services

Wells Fargo PCard Transition Information

As shared on March 20, the University is transitioning to Wells Fargo as our new PCard partner effective July 1, 2018.  Your assistance is needed in order to make this a smooth transition.


New Bank of America PCards

The last day to request any new Bank of America PCards is April 16.  If your department will need a PCard for a new hire or for someone transitioning to a new role at the University that requires a PCard, please submit your request using the online application.  Once approved, new cardholders will need to complete the online training course and submit a completed cardholder agreement.  Information on training opportunities for new cardholders identified after the April 16 cutoff will be communicated in the coming weeks.


Faculty / Staff Travelers

New Wells Fargo PCards will be distributed beginning mid-June, which will replace your current Bank of America PCard.  If you, the cardholder, will be traveling and not on campus to receive your card between June 15 through June 30, please complete and submit the  Google collection form to notify Financial Services so that we can determine an alternative delivery method.  This form needs to be submitted no later than May 15.


More information will be shared in the coming weeks as this transition continues.  Thank you for your assistance as we make this important banking transition.  If you have any questions, please contact Erika Brown at x5998.

University PCard and Third-Party Payments Transition Announcement

The Wake Forest University PCard and Third-Party Payments programs are currently in the process of converting to a new partner, Wells Fargo.  This strategic partnership will benefit the University community in several ways, including consolidating two vendors to one payment provider and eliminating the need to reconcile PCard transactions in a separate system (Wells Fargo PCard transactions will be reconciled in Workday).  Additional information about this transition is included for your reference below.


All cardholders should continue using their Bank of America PCard as normal through June 30, 2018.  Starting July 1, 2018, cardholders will begin using their Wells Fargo PCards.  Financial Services will be communicating regularly with stakeholder groups to ensure that the Bank of America to Wells Fargo transition is smooth.  Some of the upcoming communications will include:

Card distribution method and timing

  • Information about Workday expense training, including delegation (i.e. proxy) setup
  • Fiscal year-end processing in Works
  • Gathering information about those cardholders who will be traveling (domestic/international) fromMay 1st – August 1stso their new Wells Fargo card can be delivered to them

Third-Party Payments

Campus suppliers will continue to be paid via PayNetExchange (checks, ACH, vCard) through the end of FY18 processing.  Starting July 1, FY19 transactions will be paid via the Wells Fargo platform.

More information will be shared in the weeks and months to come.  Thank you for your assistance as we make this important banking transition.

​University PCard Account Modification Form​

University PCard Services has been working to implement process efficiencies and improve available solutions in response to feedback we have received from our cardholders.  On September 1, 2017, we launched an electronic PCard Account Modification Form and electronic approval process that replaces the manual process for requesting or communicating changes.  
Modifications include but are not limited to the following requests. 
  • PCard Limits
  • Department/Org Number 
  • Address/Phone Numbers
  • Card Status
  • Name Changes
  • Travel Notifications
  • Proxy
  • Replacing Card

We are very excited about this improvement to our University PCard program and welcome your continued feedback as we work together to make the PCard program a valued tool for our campus community.