How To:  View Travel Card (TCard) History

Step 1 – Log in to Expense Requests

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and password
3. Click SU Expense Requests

Step 2 – Search for Specific TCard Transaction

1. Click Travel Card Transactions tab
2. Click Transaction History sub-tab
   
   
   Notes:

   1. If you have access to multiple TCards, choose the appropriate card from Transactions for Account drop-down list.
   2. Transactions display in order of Age, oldest to most recent.
   
   
3. Select the desired Transaction Category (leaving the field blank will search for all categories)
   • Business
   • Disputed
   • Historical
   • Outstanding
   • Personal
   • Resolved Disputes
4. Enter a Posted Date Start (optional if Maximum Transaction Age entered). This is the earliest transaction posted date that will be included in the search.
5. Enter Posted End Date (optional). This is the latest transaction posted date that will be included in the search. Leaving the field blank defaults to today's date.
   
   
   Note:  Posted Date Start and Posted Date End define a Posted Date range for the search.
   
   
6. Enter Maximum Transaction Age in days (optional if Posted Date Start entered)
7. Click Go. Transactions that meet the search criteria will be displayed.
   
   
   Note:  You MUST enter either a Posted Date Start or Maximum Transaction Age.
   
   

Step 3 – Sort, Export and Print Search Results of TCard Transaction

1. Sort the list by clicking on a column heading:
   • Posted Date
   • Transaction Description
   • Transaction Category
   • Transaction Amount
   • Billed Amount
   • Business Amount
   • Personal Amount
2. Click Show link for any transaction to see additional Details provided by the merchant (if any). Click Hide link to close Details.
3. Click Export to save the list of outstanding TCard charges as a Microsoft Excel .csv file. Select the Save file option.
4. Click Printable Page to open a web page formatted for printing. Use the browser print function to print the page.