1. Spendvision User Guide Updated January 2015

2. Welcome Screen Click to enter statement

3. Account Statements Click to enter statement period Click to enter transaction and begin coding

4. Wizard or Coding? International Travel Domestic Travel Meals or Entertainment All other coding

5. International Wizard Simply split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.

6. Enter Travel Details and then click on YES for Travel Diary. Save. Travel Details will transfer to the following screen and also to statement and GL Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code and Save. COMMENTSCODING

7. Select CC/Project Expand drop downClick Search

8. Searching Type in the code if known OR Click on Search to return ALL codes

9. Searching cont. Whichever way you search, results will appear in the bottom half of the window. Click on the UP arrow to use the code. Click on the right pointing arrow if you wish to save this code to your favourites if you use it regularly. OR Search using a description

10. Domestic Wizard Simply split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.

11. Enter Travel Details and then click on YES for Travel Diary. Save. Travel Details will transfer to the following screen and also to statement and GL Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code as previously outlined. Save. COMMENTSCODING

12. Meal & Entertainment Wizard Split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue. Enter details and click Save. Details entered here will be transferred to following screen and also to GL.

13. Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code as previously outlined. Save.

14. All other Coding Complete CC/Project code as previously outlined. Using same process, select expense code Select relevant Tax Code Enter Expense Description. This will appear on Statement and GL. Save

15. AND Your statement now shows indicating that your coding is complete. The means that approval is stil required. View Statement Report and print it. Hand printed statement, with all receipts and dockets to your supervisor. Click on Mark Statement Complete to enable your supervisor to see and approve the online transactions. Statements should not be marked complete until the end of the statement period

16. AND Statement now shows in both columns. This indicates that transaction has been fully coded and approved by supervisor/approver. If a is shown, your supervisor needs more information. Click on the icon and take appropri`ate action.

17. GST CODES/GUIDELINES

18. CONTACTS & LINKS Julie McConnell – Administrator 8201 3549 James Conlon – Supervisor 8201 2058 Purchase Card Policy https://www.flinders. edu.au/ppmanual/fin ancial/purchasingcar d.htm https://www.flinders. edu.au/ppmanual/fin ancial/purchasingcar d.htm