Spend Dynamics
With Spend Dynamics®, cardholders can access their account activity online through the BMO portal. In addition, Department Card Coordinators (DCCs) can run reports on their cardholders’ activity.
See also:
- Spend Dynamics User Manual
(for cardholders and delegates) - Spend Dynamics DCC Manual
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Cardholder Monthly Statements
Used to reconcile receipts, vouchers, packing slips, and to provide an audit trail. Cardholders will receive an email from BMO (typically on the 29th of each month) notifying them that their statement is available for review and download.
Non-Posted Transactions Reports
These reports provide cardholders and DCC’s with visibility into declined transactions (exceed monthly or transaction limits, prohibited merchant category, etc.).
See also:
Account Statement Report
The Account Statement Report (formerly referred to as the Central Billing Report) provides DCCs a transaction summary of all departmental PCards over the course of a cycle period. This report should be used to reconcile cardholder transactions on a monthly basis.
See also: How do I generate the Central Billing Report in Spend Dynamics?
Account Management Report
The Account Management Report provides a summary of all PCards within a DCC’s respective department along with their associated monthly credit limits and FIS accounting information.
See also: How can I view my department’s active cards and their associated FIS accounts?