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MasterCard SDOL Overview - PowerPoint PPT Presentation


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MasterCard SDOL Overview. 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. Login Screen.

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key information to remember
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
login screen
Login Screen

Remember the User ID is Capital Letters

sdol menu
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

transaction details
Transaction Details

Buttons for Transaction Detail, Split of a Transaction, Assign accounting codes

assign fund org and account
Assign Fund, Org and Account

Required information includes Description, Fund, Org, Account, Receipt Attached

balance to statement
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
review final
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