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PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, [email protected]@ewu.edu Bill Santiago.

Dec 18, 2015

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Page 1: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

PaymentNet© Training

Page 2: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

2

PCard Contacts

Purchasing• Michel Pflieger (primary), PCard Administrator

– (509) 359-6804, [email protected]

• Bill Santiago (secondary), PCard Administrator– (509) 359-6604, [email protected]

J.P. Morgan Chase• PaymentNet Customer Service

– (800) 270-7760

Page 3: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Central Travel Account Contacts

Office of Controller• James Waterman (primary), CTA Administrator

– (509) 359-2249, [email protected]

• Sue Potter, CTA Administrator– (509) 359-6608, [email protected]

• Sandi Storie, CTA Administrator– (509) 359-6370, [email protected]

J.P. Morgan Chase• PaymentNet Customer Service

– (800) 270-7760

Page 4: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

New for Cardholders

Feature Notes

Register Computer Each computer must be registered

Message Pane Items Awaiting Your Action

Splitting Transactions New Add and Delete functionality when editing splits

Email Notifications Selected Reports and Documents

Reports Reports can only be generated in PDF, Excel or CSV

Advanced Query Link Uses multiple criteria that can be named and saved

Help for This Page Information option for each screen

Help Index Online and offline availability

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Page 5: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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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�

Page 6: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Log On for the First Time

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Page 7: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Register Machine

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Page 8: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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The Welcome Screen

Page 9: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Profile: General Information

Page 10: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Transactions: Manage

Page 11: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transactions: Manage

Page 12: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: PCard

Page 13: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Transaction Detail: CTA

Page 14: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: Account Code

Page 15: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: Splitting Transactions

Page 16: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

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Transaction Detail: Addendum

Page 17: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

TRANSACTIONS MODULE

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Transaction Detail: History

Page 18: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Transaction Detail: Dispute

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Page 19: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Transactions: Query

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Page 20: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

Transactions: Statements

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Page 21: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Reports: Create

Page 22: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Reports: Create

Page 23: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Help For This Page

Page 24: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

REPORTS MODULE

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Help Index

Page 25: PaymentNet © Training. PCard Contacts Purchasing Michel Pflieger (primary), PCard Administrator –(509) 359-6804, mpflieger41@ewu.edu@ewu.edu Bill Santiago.

24/7 Link to Online Help

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https://www.paymentnet.jpmorgan.com/help/PaymentNet4.html