PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, Bill Santiago.

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Presentation transcript:

PaymentNet © Training

PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) , Bill Santiago (secondary), PCard Administrator –(509) , J.P. Morgan Chase PaymentNet Customer Service –(800)

Central Travel Account Contacts Office of Controller James Waterman (primary), CTA Administrator –(509) , Sue Potter, CTA Administrator –(509) , Sandi Storie, CTA Administrator –(509) , J.P. Morgan Chase PaymentNet Customer Service –(800)

New for Cardholders FeatureNotes Register ComputerEach computer must be registered Message PaneItems Awaiting Your Action Splitting TransactionsNew Add and Delete functionality when editing splits NotificationsSelected Reports and Documents ReportsReports can only be generated in PDF, Excel or CSV Advanced Query LinkUses multiple criteria that can be named and saved Help for This PageInformation option for each screen Help IndexOnline and offline availability 4

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 5

Log On for the First Time 6

Register Machine 7

8 The Welcome Screen

9 Profile: General Information

10 Transactions: Manage

TRANSACTIONS MODULE 10 Transactions: Manage

TRANSACTIONS MODULE 12 Transaction Detail: PCard

13 Transaction Detail: CTA

TRANSACTIONS MODULE 14 Transaction Detail: Account Code

TRANSACTIONS MODULE 15 Transaction Detail: Splitting Transactions

16 Transaction Detail: Addendum

TRANSACTIONS MODULE 17 Transaction Detail: History

Transaction Detail: Dispute 18

Transactions: Query 19

Transactions: Statements 20

REPORTS MODULE 21 Reports: Create

REPORTS MODULE 22 Reports: Create

REPORTS MODULE 23 Help For This Page

REPORTS MODULE 24 Help Index

24/7 Link to Online Help 25