PaymentNet: Approvers

1. PaymentNet: Approvers Procurement Services Laurie Krauel

2. Login: http://www.paymentnet.jpmorgan.com • Organization ID: DEPAUL1 • User ID: Enter your assigned User ID • Password: Enter your Password Refer to the job aid “Logging In” for instructions on first time login, registering your computer, using a temporary password, and retrieving a forgotten password.

3. ❶ Home – Returns you to the Welcome screen. ❷ Contact Information – Lists Program Administrator contact information, as well as JP Morgan support information. ❸ My Profile – Change password, update authentication questions, e-mail address, and e-mail notifications. ❹ Logout – Securely end your PaymentNet session. ❺ Menu Bar – Lists features you are permitted to access. Online Help is available on every screen. ❻ Messages – Important messages from the program administrator. ❼ Items Awaiting Your Action – Provides quick links to items needing your attention, such as transactions to review/approve.

4. Review and Approve Transactions • There are a number of different methods to access transactions that need approval • From the menu, select Transactions > Manage. • This shows the transactions for the last 30 days. • Click the “Transactions for Approval” link under the Items Awaiting Your Action dialog box. • This will show ONLY those transactions which need approved. • Create a query to locate specific transactions. • Refer to instructions on the next page “Create a Query to View Transactions” • Click the transaction you wish to review and approve. • Make any necessary changes to the transaction. Supervisors should NOT approve transactions until the cardholder has added a note for each transaction and marked each transaction as reviewed. Once the supervisor has approved a transaction, the cardholder cannot go back in and make any changes, such as changing the chartfields or adding notes

5. Review and Approve Transactions Approvers should verify the following: • No sales tax is charged for purchases • Chartfields information is correct • The note should include the business purpose • Purchase is authorized

6. Review and Approve Transactions • Select the Approval1 checkbox on the Transaction Detail: General Information tab • Save

7. Review and Approve Transactions To approve multiple transactions at once, on the Transaction List page, click the select box for each transaction to approve and then select the Approved button

8. View and Print a Statement Selecting Transactions > Manage will list the transactions for the last thirty days. You can create a query to find transactions based on specified criteria. • From the menu bar, select Reports > Create • Select report: Statement of Account Portrait • Enter a date range. a. Field: Select Post Date from the drop-down list. • Operation: Select the desired operator. Use “ is between” to enter a range of dates. • Value: Either enter the date or use the calendar icon to select the date(s). Dates should be in the MM/DD/YYYY format • Optional: Criteria add a field for cardholder last name. Use “ Begins with” to enter last name. • Click the Process button to run the query. Query results will display on the Transaction List screen. • If you wish to save the query, click the Save Query link and enter a name for the query. Click the Save button. • The query will be available under the Save Query drop-down list.

10. Optional Criteria

14. QUESTIONS?