Student Group PCards

This information is for student groups that have their own PCards.

Offices of Finance and Administration Purchasing Department 413-559-5405

J P Morgan Chase Credit Cards
Smart Data Online (SDOL) Instructions: Card-holder version

After calling to activate your J P Morgan Chase credit card and after making purchases using your card - follow these directions to log on to the SDOL website so you can gain access to your transaction history and review it. Enter this web address in your browser: https://sdol.mastercard.com/jpmorganchase

Feel free to read all the materials on the site. Some information pertains to our application but some may not as this is a generic site used by many J P Morgan Chase customers.

If you don’t log on to the website within two weeks of receiving the card, your access will be blocked and I will have to reactivate you. This is a security feature put in place by J P Morgan Chase. Also, if you don’t log onto the website frequently, your account will become deactivated. '''Please contact purchasing@hampshire.edu to reactivate your account. Please do not contact J P Morgan Chase as they will be unable to assist you.'''

Set-up Instructions

 * The first time you log onto SDOL the user ID you will enter is the 16 digit account number on your credit card.
 * Your initial password will be temp1234 and the last 4 digits of your credit card. For example, temp1234xxxx (the x’s represent your last 4 credit card numbers). Once you’ve entered this information click on “sign in”.
 * At the top of the next screen you will see an alert that states “Initial password has expired....) In the first box you will enter your temporary password - temp1234xxxx (the x’s represent your last 4 credit card numbers). In the next box enter a new password. The password must be at least 8 (eight) characters in length and include 2 (two) numbers. Spaces are not allowed. Verify the new password in the bottom box. The information you enter is case sensitive. If your email address is not populated, enter it in the appropriate field. It is not necessary to fill out the password reset fields. If you have problems with your password, please contact the Purchasing Office. Click on “apply” when finished.
 * If you forget your password, please contact the Purchasing Office at purchasing@hampshire.edu. Please do not contact the customer service staff at JP Morgan Chase because they will not be able to assist you.
 * Once you have completed the password section you will next be prompted to enter a personal user ID. The user ID you create will replace the 16 digit credit card number you originally used to log on. Many staff members choose their names. For example- jspring. The next step is to click “apply”. Your new user ID will be saved and will always remain the same.
 * The next screen will bring up three security questions that you provide answers to. The questions always stay the same. Fill in the answers with information that you are sure to remember. These answers are case and space sensitive. For example, the answer to “what is your favorite sports team?” might be “Red Sox”. Note that if you enter it the first time with capital letters and a space, it will have to be entered that way each time. Hint: you can enter “none” for one answer. Now click on “apply”.

Now you should be logged into the SDOL - JP Morgan Chase home page and you can begin to familiarize yourself with the review processes.


 * Look to the bottom left hand corner of the page you are on under User Documents. Click on to the “Accountholders Guide”. Proceed to page 21 in the Accountholders Guide. At the top of the page you will see the header “FINANCIAL”. Begin here and review the instructions through page 36. The information contained on these pages will outline the instructions for reviewing and updating your transaction information. It may be helpful for you to print out these pages for future reference. You can skip over pages 30 through 33. We do not pay tax nor do we enter non-card transactions.

Maintenance Tips

 * VERY IMPORTANT -- Changing account numbers must occur within two weeks of the charge appearing in your transaction summary. This information will then be downloaded to our Datatel general ledger. If you fail to reassign the account number within that two week period, contact Grace Adzima for a journal entry transfer form by emailing her at - gmaBO@hampshire.edu. Once you submit the form with the correct account number, Grace will have to manually enter the information to reallocate the purchase to the proper account number. Please make every effort to minimize the number of times per fiscal year that this is necessary.
 * Important information on “splitting” a transaction is located on page 32. An example of a “split” transaction is as follows. Your default account number has the object code of “63010” (travel and entertainment). The purchases you made were food items and supplies. You can reallocate the portion of the expense to the proper account number “63040” (supplies) by splitting this transaction. This split must occur within two weeks of the transaction posting. Of course, you can change the entire account number, if necessary, as well.
 * In the process of reviewing your transaction(s), please remember to add a description in the box provided. This description should state the business purpose for the expense. If the charge is for a meal, then the reason for the meal and the names of the persons entertained should be included. If this information will not fit in the space provided, please include it on the receipt that is forwarded to the purchasing office. It is necessary that the business purpose be readily discernable to the college’s auditors.
 * To change account numbers, go to the red “Financial” button, then click on “Account Summary”. Find the transaction by entering a date range or the billing cycle. For a specific transaction, click on the “edit account codes” box. Choose the correct account numbers from the drop down menu boxes. Click on “apply” to save your changes. Should you need to have additional account numbers added, please email purchasing@hampshire.edu. Again, please make budget account number adjustments to your transactions promptly as the export of the file to the general ledger in Datatel is done two weeks after the transaction appears.
 * Once you have approved all transactions, click on the email button and email your supervisor that you have approved your transactions. In turn, your supervisor will review your transactions, and mark them as approved. This approval can be done weekly or monthly. Ask your supervisor for their preference.

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