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HOW TO SPLIT A CREDIT CARD TRANSACTION BETWEEN MULTIPLE ACCOUNT CODES

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Presentation on theme: "HOW TO SPLIT A CREDIT CARD TRANSACTION BETWEEN MULTIPLE ACCOUNT CODES"— Presentation transcript:

1 HOW TO SPLIT A CREDIT CARD TRANSACTION BETWEEN MULTIPLE ACCOUNT CODES
CREDIT CARD TUTORIAL HOW TO SPLIT A CREDIT CARD TRANSACTION BETWEEN MULTIPLE ACCOUNT CODES

2 Open Internet browser. Go to and sign in with Organization ID us00106, User ID (Your Moody Employee ID#), and your password.

3 3. Click on either of the two links to go to NEW transactions you need to review.

4 4. Click anywhere on the line of the transaction you want to split to open it up.

5 5. Click yes for receipt attachment and enter the complete business justification for the purchase. Then click the ADD LINES button .

6 6. In the box enter the number of times you want to split the transaction and click the ADD button.

7 7. Enter the dollar amount or percentage for each line item then click EXPAND ALL button.

8 Enter the Account Code Combination for each line item.

9 9. Click SAVE button then click RECEIPTS tab to attach documents.

10 10. Click ATTACH RECEIPT button to attach your document.

11 11. The document was uploaded successfully
11. The document was uploaded successfully. Notice it may not be available immediately, it could be a few hours before you and/or your approver can view it **. Click on the GENERAL INFORMATION tab.**Chase has to review/approve all documents before they are posted due to federal regulations, this process takes a little time, please be patient.

12 12. Once everything is complete including documents attached click the REVIEW box and then click the SAVE button.

13 13. Information was saved and transaction was sent to approver
13. Information was saved and transaction was sent to approver. Approver will receive notification early next business day.

14 For more information answering questions about your credit card, policies, procedures, and many more resources click on one of the following links: Moody Credit Card Web Site Credit Card FAQ’s Credit Card Forms & Policies Chase PaymentNet Website Tax Exemption Documents Procurement Services Web Site If you don’t find what you’re looking for on the website, contact Procurement Services.


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