PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator...

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Transcript of PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator...

Page 1: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

PaymentNet© Training

Page 2: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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PCard Contacts

Purchasing• Michel Pflieger (primary), PCard Administrator

– (509) 359-6804, [email protected]

• Bill Santiago (secondary), PCard Administrator– (509) 359-6604, [email protected]

J.P. Morgan Chase• PaymentNet Customer Service

– (800) 270-7760

mailto:[email protected]
mailto:[email protected]
Page 3: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Central Travel Account Contacts

Office of Controller• James Waterman (primary), CTA Administrator

– (509) 359-2249, [email protected]

• Sue Potter, CTA Administrator– (509) 359-6608, [email protected]

• Sandi Storie, CTA Administrator– (509) 359-6370, [email protected]

J.P. Morgan Chase• PaymentNet Customer Service

– (800) 270-7760

mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
Page 4: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

New for Cardholders

Feature Notes

Register Computer Each computer must be registered

Message Pane Items Awaiting Your Action

Splitting Transactions New Add and Delete functionality when editing splits

Email Notifications Selected Reports and Documents

Reports Reports can only be generated in PDF, Excel or CSV

Advanced Query Link Uses multiple criteria that can be named and saved

Help for This Page Information option for each screen

Help Index Online and offline availability

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Page 5: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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System and Browser Requirements

Access full functionality available in PaymentNet:• Microsoft Windows® XP (SP2) with Internet Explorer® 8.0.• Microsoft Windows® 7 and Internet Explorer® 9.0.�• Firefox® 3.6, 10.�• You may experience problems if you use other operating systems

and browser combinations.

You must configure your browser settings to:• �Enable JavaScript• Allow cookies�• Turn off pop-up blocking�• Support AES 128-bit encryption security�

Page 6: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Log On for the First Time

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Page 7: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Register Machine

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Page 8: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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The Welcome Screen

Page 9: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Profile: General Information

Page 10: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Transactions: Manage

Page 11: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transactions: Manage

Page 12: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: PCard

Page 13: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Transaction Detail: CTA

Page 14: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: Account Code

Page 15: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: Splitting Transactions

Page 16: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Transaction Detail: Addendum

Page 17: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: History

Page 18: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Transaction Detail: Dispute

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Page 19: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Transactions: Query

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Page 20: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Transactions: Statements

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Page 21: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Reports: Create

Page 22: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Reports: Create

Page 23: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Help For This Page

Page 24: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Help Index

Page 25: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

24/7 Link to Online Help

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https://www.paymentnet.jpmorgan.com/help/PaymentNet4.html

https://www.paymentnet.jpmorgan.com/help/PaymentNet4.html
https://www.paymentnet.jpmorgan.com/help/PaymentNet4.html

College of Science, Technology, Engineering, and ......Maggie Cox mcox@ewu.edu Student Success Coordinator Christy Oliveri coliveri@ewu.edu SCI 226 SCI 226 509.359.2798 509.359.2447

College of Science, Technology, Engineering, and ......Maggie Cox [email protected] Student Success Coordinator Christy Oliveri [email protected] SCI 226 SCI 226 509.359.2798 509.359.2447

PaymentNet Reporting - Department of Commerce · The Cardholder/Account Information Reporting category of PaymentNet reporting ... lists the following: Account ... eight Account Codes.

PaymentNet Reporting - Department of Commerce · The Cardholder/Account Information Reporting category of PaymentNet reporting ... lists the following: Account ... eight Account Codes.

FPO135 PCard Training for Cardholders - Division of Finance · FPO135/PCard Training for Cardholders 5 transactions before the PCard approver (PCA) reviews and approves them. This

FPO135 PCard Training for Cardholders - Division of Finance · FPO135/PCard Training for Cardholders 5 transactions before the PCard approver (PCA) reviews and approves them. This

PCard Receipt Capture – Cardholderkb.mit.edu/confluence/download/attachments/154192354/P...PCard Receipt Capture A Quick Guide for Cardholders PCard Receipt Capture – Cardholder

PCard Receipt Capture – Cardholderkb.mit.edu/confluence/download/attachments/154192354/P...PCard Receipt Capture A Quick Guide for Cardholders PCard Receipt Capture – Cardholder

Placing Amazon orders using an MSU Pcard · 2021. 1. 28. · Placing Amazon orders using an MSU Pcard. MSU Pcard. Amazon Business. January 28, 2021. Welcome! Agenda • Introductions

Placing Amazon orders using an MSU Pcard · 2021. 1. 28. · Placing Amazon orders using an MSU Pcard. MSU Pcard. Amazon Business. January 28, 2021. Welcome! Agenda • Introductions

Pcard Training: Cardholders & Reconcilers

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PROCUREMENT CARD PROGRAM POLICY MANUALfinance.fullerton.edu/documents/procurement/pcard/PCardManual.pdf · Vendor Declining Balance Pcard (Vendor DB Pcard): The Vendor Declining Balance

PROCUREMENT CARD PROGRAM POLICY MANUALfinance.fullerton.edu/documents/procurement/pcard/PCardManual.pdf · Vendor Declining Balance Pcard (Vendor DB Pcard): The Vendor Declining Balance

UW ProCard Cardholder Training Class · contact JP Morgan Chase regarding your account ProCard Cardholder Training 6. JPMC PaymentNet •PaymentNet is a JPMC allocation tool used

UW ProCard Cardholder Training Class · contact JP Morgan Chase regarding your account ProCard Cardholder Training 6. JPMC PaymentNet •PaymentNet is a JPMC allocation tool used

Key PCard Benefits | Key.com

Key PCard Benefits | Key.com

PCard Training Logging into the new PCard (PaymentNet) System: .

PCard Training Logging into the new PCard (PaymentNet) System: .

PaymentNet Reporting · Reporting “How to...” Help Guide The accounts section of reporting in PaymentNet con-tains reports that give fast, concise documentation of current and

PaymentNet Reporting · Reporting “How to...” Help Guide The accounts section of reporting in PaymentNet con-tains reports that give fast, concise documentation of current and

PaymentNet First Time Setup

PaymentNet First Time Setup

Procurement Card (PCard) - CSUDH

Procurement Card (PCard) - CSUDH

College of Business and Public Administration International … › advising › wp... · Patricia Nemetz-Mills pnemetzmills@ewu.edu Program Contact Abrahim Soleimani asoleimani@ewu.edu

College of Business and Public Administration International … › advising › wp... · Patricia Nemetz-Mills [email protected] Program Contact Abrahim Soleimani [email protected]

PCard / T&E Corporate Cards

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PeopleSoft PCard Reconciliation · 2020-02-20 · 1 1/30/2020. PeopleSoft PCard Reconciliation . Financial Administration . Purchasing Services downloads PCard purchases . daily.The

PeopleSoft PCard Reconciliation · 2020-02-20 · 1 1/30/2020. PeopleSoft PCard Reconciliation . Financial Administration . Purchasing Services downloads PCard purchases . daily.The

EWU PCard Tutorial

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Welcome to Purchase Card and PaymentNet Training...Welcome to Purchase Card and PaymentNet Training Introduction Card Activation – Last 4 of your Rocket Number Purchase Card = P-Card

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PaymentNet: Cardholders Procurement Services Laurie Krauel.

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