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Smart Data User Guides

Smart Data is the online management and reporting tool which allows you to view and reallocate Fund, Organization, Account, and Program (FOAP) transactions, view and print statements.

Smart Data Frequently Asked Questions

  • Login Information
  • Account Group Manager or Cardholder?
  • Retrieving Monthly Statements
  • Disputing Transactions
  • FOAP Reallocation

Cardholder Guides

Cardholders only have one card that they oversee and have viewing rights to see in Smart Data.

Cardholder User Guide

  • Initial Login
  • Viewing Transactions
  • Reallocating FOAPs
  • Splitting Transactions to Multiple FOAPs
  • Viewing and Printing Monthly Statements

Video Tutorial: Transaction Summary Advanced Search 

  • Search by amount
  • Search by date range
  • Search by merchant name

Video Tutorial: Reallocating FOAPs

  • Monthly FOAP allocations
  • Choose by FOAP and account code

Account Group Manager Guides

Account Group Managers oversee multiple cards or other cardholders card(s) and has Smart Data viewing rights to those cards.

Account Group Manager User Guide

  • Initial Login
  • Viewing Transactions and Reallocating FOAPs
  • Splitting Transactions to Multiple FOAPs
  • Scheduling Monthly Statements to Auto Run
  • Viewing Monthly Statements On Demand

Scheduling Automatic Monthly Statements Guide

  • Generate report cycles
  • Schedule report offsets

Video Tutorial: Home Page

  • Manage User Profiles
  • View Group Manager Tools
  • FOAP Allocation
  • Account Structure

Video Tutorial: Running and Scheduling Statements and Reports

  • Search and run reports for individual cards
  • Run reports on single or multiple cards
  • Select Report Frequency