P-Card Bookkeeper Training Commerce Bank Visa P-Card Bookkeeper Training

Logging In: Using Google Chrome, go to: https://controlpayadvanced.com. Note: If you are a first-time user and have a card number but do not have a log in user ID and password, please contact your P-Card Coordinator at Extension 8046 for assistance.

Logging In: Security Code Frequently Asked Questions: The security code will be coming from: donotreply@controlpayadvanced.com.   During the initial login process, if you have entered your User Name, Password, and Organization ID and did not receive a security code, please follow the below steps: Check Spam/Junk email folder. If the security code is going to this folder, please mark the email address donotreply@controlpayadvanced.com as not junk or safe. Below is a screen shot of the email header.

Logging In (Continued): To log in, type your username, password, and organization ID. Please remember, username and passwords are case sensitive. Note: If you want the application to automatically fill the Username the next time you log in, click Remember My Username. Click Log In.

Reviewing. Approving and Submitting a Transaction Envelope: Click on your Inbox to view Submitted Envelopes on the right side of your screen

Reviewing, Processing, Approving a Submitted Transaction Envelope: Workflow Items page opens: Check Box next to the name of the envelope that is to be opened. Click on View History/Respond Click on Open Transaction Envelope

Reviewing, Processing, Approving a Submitted Transaction Envelope: Transaction Envelope Screen:

Reviewing, Processing, Approving a Submitted Transaction Envelope: Review transactions, including “Notes” Check Box next to transaction date Add budget code information Repeat the Process for all transactions in envelope Check Approve at the bottom of the page to advance the Transaction Envelope to the P-Card Accountant Print and Sign Transaction Envelope Report. It is not necessary for the cardholder to sign the report. Transaction Envelope Report will download into pdf. in the bottom left of the screen Open pdf. and Print Report, then close pdf. and return to Transaction Envelope Screen

P-Card Submission Dates: MONTH CYCLE BEGINS CYCLE ENDS DUE TO FINANCE SEPTEMBER 2016 09/01/2016 09/30/2016 10/10/2016   OCTOBER 2016 10/01/2016 10/31/2016 11/11/2016 NOVEMBER 2016 11/01/2016 11/30/2016 12/09/2016 DECEMBER 2016 12/01/2016 12/31/2016 01/09/2017 JANUARY 2017 01/01/2017 01/31/2017 02/09/2017 FEBRUARY 2017 02/01/2017 02/28/2017 03/09/2017 MARCH 2017 03/01/2017 03/31/2017 04/10/2017 APRIL 2017 04/01/2017 04/30/2017 05/10/2017 MAY 2017 05/01/2017 05/31/2017 06/09/2017 JUNE 2017 06/01/2017 06/30/2017 TBD – SEE CUTOFF DATES

Congratulations! You have successfully reviewed, processed and submitted the Transaction Envelope for payment processing by the P-Card Accountant! Should you have any questions regarding the submission of a transaction envelope, please do not hesitate to contact the P-Card Accountant at X8037.