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Smart Data Frequently Asked Questions

Cardholder

  • Only one card that they oversee and have viewing rights to see in Smart Data
  • Can FOAP reallocate for that card only
  • Can run statements and reports for that card only
  • Monthly statements are automatically generated
  • Cannot unlock reviewed and saved (locked) transactions

Account Group Manager (AGM)

  • Oversees multiple cards or other person’s card(s)
    • Has Smart Data viewing rights to those cards
  • A person does not necessarily need to be a cardholder themselves in order to be an Account Group Manager

Do the initial login for Account Group Manager.

You don’t need to do the initial login for cardholder since you will have access to that card (and all the cards in your account group) through the single Account Group Manager login.

Yes. A card can be in multiple Account Manager Groups at the same time. For example, if you have a person who backs you up when you are on vacation, the backup can have an Account Group with the same cards in your Account Group.

Contact Kip Smalligan or Aaron Caccamo in Procurement Services to update your Account Group.

No. Doing initial login to Smart Data is optional. Login is not required in order for the cards to work. Likewise if a Cardholder does not do initial login, the Account Group Manager for his card can still see and reallocate her transactions.

Monthly statements are scheduled to automatically run for Cardholders every month.

If an email is set up in their profile, they will receive an e-mail notifying them that their statement is available in Smart Data. They should login to Smart Data and look in their Inbox under Completed Reports section.

The statement will be a PDF that can be printed or saved.

Yes. An Account Group Manager can print out the statements for all the cards in their Account Group in one print job batch (page separated by card), or can print the statement by individual card. See the Account Group Manager Guide (PDF) for how to schedule the reports, or watch the video tutorial.

You will have three business days after the end of the billing period to complete your FOAP reallocations. Each billing period ends after the last business day of each calendar month.

You can submit disputes to Fifth Third Bank within 60 days of the disputed transaction appearing on your statement. Complete the Fifth Third Commercial Card Dispute Form (PDF) and fax or mail it in.

The bank will give the merchant 30-45 days to respond. If response is not satisfactory, Fifth Third Bank will issue you a credit on a future statement.

Yes. sdg2@mastercard.com is the email address from Smart Data that notifies you that your scheduled monthly statement or other report is ready. When you click on the link it will take you to Smart Data login website. After logging in, there is an option at the bottom of the screen to opt out of e-mail notices for scheduled reports. But you probably will want to get the notices – especially to remind you monthly statements are ready.

Each card has a default FOP and a default account code tied to it; transactions on that card will automatically be charged to that default FOP and account code unless reallocated using Smart Data, the online management & reporting tool for the purchasing card.

A Cardholder and/or account Group Manager can be set up to reallocate card transactions to a different FOP or account code via Smart Data. Generally the FOPs that a reallocator can view in Banner are the same FOPs that he or she will have as options to reallocate to in Smart Data. All expense account codes will be available as options.

The reallocator logs in to Smart Data and clicks on the transaction he wants to reallocate, then chooses the desired FOP and account code from drop down menus and clicks Save. Reallocators have three business days after the end of the monthly billing period to complete their reallocations. Reallocators do not need to wait until the end of the month to reallocate; they can reallocate throughout the billing period as transactions post in Smart Data.

You can view videos tutorials on how reallocation and splitting charge to multiple FOPs on the Purchasing Card Guides page.