MasterCard SDOL Overview - PowerPoint PPT Presentation

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MasterCard SDOL Overview

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  1. MasterCard SDOL Overview

  2. Key Information to Remember • Website address is http://sdol.jpmorganchase.com • First time login requires • Username is the full card number • Password is test1234#### (last 4 digits of card) • Call Bill Byrd at 696-6324 for assistance

  3. Login Screen Remember the User ID is Capital Letters

  4. Home Page in SDOL

  5. SDOL Menu Menu for SDOL (From Left to Right) Back, print, Refresh, Search, Home, and Help Logout of SDOL Sectional Tabs Use Financial to enter and change Funds, Reports to print the Cost Detail Allocation Report, and User to change your Preferences. The Gray bar is detail screens for each tab

  6. Transaction Details Buttons for Transaction Detail, Split of a Transaction, Assign accounting codes

  7. Assign Fund, Org and Account Required information includes Description, Fund, Org, Account, Receipt Attached

  8. Run Cost Allocation Detail Report

  9. Balance to Statement • If the Cost Allocation Detail Report from SDOL balances to the Statement Report printed from SDOL – then check all the transactions as reviewed and print a final copy of the report

  10. Review/Final • To keep from having a lot of transactions at the end of the period, review transactions every week • Should you have any problems with the MasterCard program please call: • Bill Byrd - 696-6324