PaymentNet Training for Approving Officials (AOs) & Cardholders (CHs) Purchase Card Program Management Office (PCPMO) N944B
|
|
- Augusta Clarke
- 6 years ago
- Views:
Transcription
1 PaymentNet Training for Approving Officials (AOs) & Cardholders (CHs) Purchase Card Program Management Office (PCPMO) N944B 1
2 PaymentNet Approving Officials (AOs) Purchase Card Program Management Office (PCPMO) N944B 2
3 Approving Official (AO) Responsibilities Ensures accurate input by CH for each transaction reviewed. Approves and affirms each transaction is valid and accurate to include transaction notes. Transaction notes are clear and concise, leaving no room for questions by Auditors or PCPMO team. Resolve questionable CH transactions. Enters PaymentNet System no less than once every three (3) business days to verify there is no unauthorized account activity. Tracks CHs activity and follows up on the reviewing process. If in doubt, contacts APC for further clarification. 3
4 PaymentNet Cardholder (CH) Purchase Card Program Management Office (PCPMO) N944B 4
5 Cardholder Responsibilities Purchases requiring coordination: Hazardous material Communication, computer equipment and software Rental/lease of motor vehicles Repair services Construction services 5
6 Cardholder Responsibilities (con t) Prohibited Purchases: Cash advances Official NAF government travel Rental/lease of land or buildings Major telecommunication systems/services Hazardous/dangerous items Non-personal services exceeding $2,500 Purchases of construction services exceeding $2,000 6
7 Problem Resolution Cardholder should resolve any issues/disputes with vendor during current billing cycle Without resolution: Cardholder disputes issue within PaymentNet AO must be advised prior to CH disputing charges Must be filed within 60 days of post date 7
8 Program Oversight PCPMO, Agency Program Coordinator (APC), and Approving Official (AO) are all responsible for oversight of the program Daily, Monthly, Semi-Annual, Annual reviews, and random reviews are all used Discussion directly with cardholder when purchases are in question 8
9 Violations and Remedies APC required to track violations Monthly card limit reduced to $1 Remedial training before return to authorized purchasing levels Revocation for subsequent procedural violations and/or suspension Cardholder and/or AO may be held pecuniary liable 9
10 Purchase Card Resources P-Card Information aspx U.S. Navy Instructions PaymentNet Defense Acquisition University
11 NAF PURCHASE CARD QUESTIONS? Purchase Card Program Management Office (PCPMO) CNIC Millington, TN Helpdesk Number: (901) /DSN PCPMO Team DSN /6501/6512 (901) /6501/
12 PaymentNet TM Cardholders (CH) Training Purchase Card Program Management Office (PCPMO) Team 12 12
13 LOG ON 1. Open your Internet Browser to: 2. Enter the following: Organization ID Your User ID Password Organization ID: DONNAFI 3. Click Log On Your User ID: Password: Must be characters with at least 2 letters, 2 numbers and 2 to 3 of these special characters only! : ~ _ - { } 13 13
14 PaymentNet Welcome Page Menu Bar: Lists the different modules you have access to within PaymentNet. Contact (Region & JPMC Info) My Profile ( , password & notification settings) Messages: Customizable information messages. JPMC Messages are all dated PCPMO Messages Items Awaiting Your Action: If there are any transactions to review, approve, or reports to download, this section offers quick access to the actions
15 Changing Your Password 1. From the menu bar on the home page, select My Profile. 2. Click on the Change Password
16 Changing Your Password (con t) 1. Enter the Old Password. 2. Enter and confirm the New Password. 3. Click Save
17 Updating Your Profile From the menu bar on the home page, select My Profile
18 Updating Your Profile (con t) 1. Ensure your Address is correct (do not remove) 2. Select the Applicable Notifications. 3. Select Change Address to correct, if wrong 18 18
19 Updating Your Profile (con t) Screen Views assist with customizing the way you wish to view your transactions list
20 Updating Your Profile (con t) 1. Under the Accounts tab, select the Default radio button. 2. This will be the default account for reports when none is specified. 3. Your card must be in active status to select the default button. 4. Statement delivery is not used 20 20
21 Authorizations and Declines From the Main Menu, choose Transactions, then select Authorizations/Declines
22 Authorizations and Declines (con t) If your transaction is declined, look here to find the code and a brief description of the reason. Your APC will provide further assistance
23 Managing Transactions From the Main Menu, choose Transactions, then select Manage
24 Managing Transactions (con t) If you have transactions available, this is what the listing will look like. Note: The Approval Status varies. New for a transaction pending its review. Reviewed for a transaction where the CH has completed the review. Approved for transactions where the AO has approved. NOTE: Approved transactions can be updated until exported. Exported transactions still require review and approval
25 Transaction List Last 30 Days Use the pull down button to select which type of transactions you wish to view. The default is Last 30 Days. Users may save queries and they will appear in this drop down area as well
26 Transaction List Waiting for Review Waiting For My Review. Only Cardholders will have transactions awaiting review
27 Transaction List Waiting for Approval Waiting for My Approval. Only Approving Officials will have transactions awaiting approval
28 Reviewing Transactions To view Transaction Details, choose the transaction you wish to view and click on it
29 Reviewing Transactions Cardholders must review transaction details and merchant information against receipts. Under Accounting Codes, Chart of Accounts and Region will pre-populate, and all other accounting data must be completed by the CH, as required
30 Reviewing Transactions Transaction Notes shall include the following: 1. Reason/justification for purchase 2. Description of the items purchased (i.e., pens, pencils, file). See SOP for additional transaction note requirements
31 Reviewing Transactions After all information has been verified, check the Reviewed and Save. If a CH has more than one approving official, the box will show Any in the Approval section. This allows any approving official assigned to this cardholder to approve
32 Reviewing Transactions Remember to save any changes once you have completed your review. Successfully saved changes are indicated in green at the top left-hand section of the screen
33 Error Messages If any error messages appear after pressing the Save button, the system will prompt the user on what needs to be corrected
34 Disputing Transactions CH should resolve any issues about a charge with the merchant first. If it cannot be resolved with the merchant, notify the AO before disputing. Use the Dispute button if the issue cannot be resolved with the merchant or the Dispute Form found on the Purchase Card Program Web page
35 Disputing Transactions Boxes with an asterisk (*) are required fields. *Enter your address and dispute reason. Select a dispute reason then Enter Dispute Reason and click Submit. the CH will be prompted to provide more information about the dispute
36 Disputing Transactions Transactions disputed online will have a yellow square indicator next to the transaction on the Transaction List. A red square indicator signifies the dispute is in process. A green square indicator signifies the dispute has been resolved
37 Multi-Line Transactions For multi-line transactions; click on the Add Lines button
38 Multi-Line Transactions (con t) 1. When transactions are for different activities or GL accounts, lines must be added. 2. The minimum is 1. (15 maximum lines) 38 38
39 Multi-Line Transactions (con t) 4. Save any changes. 1. Update each item description. 2. If necessary, change the % or unit price (totals must not exceed transaction). 3. Use the arrow to expand line items in order to show accounting codes for a specific item. NOTE: DO NOT MIX DEBITS AND CREDITS WHEN ASSIGNING MULTIPLE LINES
40 Multi-Line Transactions (con t) Use the pull-down button to change accounting codes for a specific item
41 Creating Statement of Account Report Choose Reports from main menu bar. Then select Create
42 Creating Statement of Account Report 1. Select a report category from the drop down list. 2. Statement of Account Report is under Transactions category
43 Creating Statement of Account Report Select Statement of Account Portrait 43 43
44 Creating Statement of Account Report (con t) 1. Rename your Report 2. Statement of Account Portrait is in PDF format and should not be changed 3. Change date range value to last month 4. Change Criteria to cardholder last name, equal to, value is
45 Creating Statement of Account Report (con t) Criteria example for SOA Check this box to schedule reports to run automatically. Once the Schedule to Run Automatically box has been checked - The Frequency and Day drop downs will appear. Frequency Options: Weekly, Daily, Monthly, and Cycle. Recommend Statement of Account Portrait be scheduled to run the 3 rd day of each month
46 Creating Statement of Account Report (con t) To save report, rename report then save and click Process Report
47 Downloading a Report Check the Status of the report. Initially, the status is Submitted. You can click the Refresh button until the status changes to Successful or check back later. Once the report status shows Successful, click anywhere on the report line to view, save or print it. Select checkbox to delete reports
48 Downloading a Report Cardholder signs here AO signs here Sample Statement of Account 48 48
49 Inactive Session Message You will receive this message if you have not worked in the current PaymentNet session for 15 minutes; click continue to remain in PaymentNet; or you will be logged out
50 Logging Out Click here to log out 50 50
51 NAF PURCHASE CARD QUESTIONS? Purchase Card Program Management Office (PCPMO) CNIC Millington, TN Helpdesk Number: (901) /DSN PCPMO Team DSN /6501/6512 (901) /6501/
MyDHL USER GUIDE.
PC-Based Custom Web-Based Built Vendor PC-Based Partner Web-Based Integrated 1 MyDHL USER GUIDE MyDHL helps you accomplish more in fewer steps, with quick and easy access to the full online suite of DHL
More informationNavistar Direct Ship isupplier Portal Supplier User Guide (v1 9/26/2012)
1 Navistar Direct Ship isupplier Portal Supplier User Guide (v1 9/26/2012) Navistar Direct Ship isupplier Portal https://dhp.navistar.com/oa_html/appslogin Navistar Direct Ship isupplier Portal Online
More informationVerizon Enterprise Center CALNET 3 Invoices User Guide
Version 1.17 Last Updated: March 2017 2017 Verizon. All Rights Reserved. The Verizon name and logo and all other names, logos, and slogans identifying Verizon s products and services are trademarks and
More informationVirtual Terminal User Guide
Virtual Terminal User Guide Table of Contents Introduction... 4 Features of Virtual Terminal... 4 Getting Started... 4 3.1 Logging in and Changing Your Password 4 3.2 Logging Out 5 3.3 Navigation Basics
More informationShift Swapping Quick-Guide
Shift Swapping Quick-Guide (v 3.6.0) Shift Swapping Quick-Guide Login to Lawson Workforce Management Self Service: 1. Open Internet Explorer and type in http:// in the address bar to access the Lawson
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationEditing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47
ebilling User Guide Table of Contents About This Guide Chapter 1 ebilling Basics... 6 Getting Started with ebilling... 6 Logging into ebilling... 6 Working with the ebilling Home Page... 8 Updating Your
More informationHealthEquity Employer Portal Guide HealthEquity All rights reserved.
HealthEquity Employer Portal Guide 2013-2015 HealthEquity All rights reserved. INTRODUCTION 09 ACCESSING PENDING PAYMENTS 01 LOGIN PROCESS 09 MODIFYING EMPLOYER INFORMATION 01 ADDING INSURANCE INFORMATION
More informationWELCOME TO SANTANDER TREASURY LINK
WELCOME TO SANTANDER TREASURY LINK You are on your way to experiencing a customizable and central hub from which to effectively manage your company s finances. To ensure you have a positive first experience
More informationCHAPTER 10 ACQUISITION AND PAYMENTS
CHAPTER 10 ACQUISITION AND PAYMENTS In Chapter 9, your students set up a merchandising business and entered vendors and inventory items. In Chapter 10, they acquire inventory (make purchases) and make
More informationSage ERP Accpac Online 5.6
Sage ERP Accpac Online 5.6 Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: December 1, 2010) Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important
More informationIngersoll Rand ERS and isupplier FAQ s
Ingersoll Rand ERS and isupplier FAQ s Consistent with Ingersoll Rand s commitment to continuous improvement, our suppliers are transitioning to isupplier Portal functionality and Evaluated Receipt Settlement
More informationEmployee Applicant Tracking. A Guide for Affirmative Action Officers
Employee Applicant Tracking A Guide for Affirmative Action Officers What is UT JOBS? New Employee Applicant Tracking System for the University of Tennessee What s Different for Departments? Online Requisitions
More informationGETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and for Windows
GETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically
More informationQuick Start Guide (for PacifiCorp Customers) January, 2011
Quick Start Guide (for PacifiCorp Customers) January, 2011 Contents Chapter 1 Signing On to Energy Profiler Online 2 Chapter 2 Overview of Analysis Capabilities.. 3 Chapter 3 Selecting Accounts/Groups.....
More informationHR Recruiting Solutions
HR Recruiting Solutions Automated Request to Advertise User Guide Contact Us: web www.csus.edu/irt/acs/services/cms/training/reference.stm phone (916) 278-7337 Service Desk Last updated 4/29/2015 Overview
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of a ConnectWise Manage Login... 4 Configuration of GL Accounts...
More informationService Portal. TMT Class Course Code: SK1201 First Edition, March Managing Your Business for Service Managers Study Guide
Service Portal TMT - 101206 Class Course Code: SK1201 First Edition, March 2012 Managing Your Business for Service Managers Study Guide Service Portal: Managing Your Business for Service Managers STUDY
More informationEmployee Information
Employee Information - - - - - - - - - - - - - - - - - - - - - - - - - Add New Employees You can add new employees at any time. All that is required for each employee is a name and what Positions they
More informationGovernment Tax Payment & Filing Service. User Guide
Government Tax Payment & Filing Service User Guide Contents 3 Overview 3 Six important things to know: 4 Getting Started Users 4 Manage Payment Types 4 Add Payment Type 6 Edit Payment Type 7 Remove Payment
More information3M Ariba Light Account Network Collaboration for Suppliers
SAP Training Source To Pay 3M Ariba Light Account Network Collaboration for Suppliers External User Training Version: 1.0 Last Updated: 31-Aug-2017 3M Business Transformation & Information Technology Progress
More informationContents OVERVIEW... 3
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationTable of Contents. Login Screen Introduction...2 Login Screen Navigation...2 Passwords Requirements...3 Logging Into People First...
Table of Contents Login Screen... 2 Introduction...2 Login Screen Navigation...2 Passwords Requirements...3 Logging Into People First...3 Home Page... 3 Introduction...3 Home Page Description...4 Updating
More informationEnterprise etime. Getting Started Participant Guide V.6.1. ADP Time & Labor Management
Enterprise etime Getting Started Participant Guide V.6.1 ADP Time & Labor Management Copyright Copyright Notice Copyright 2009 by Automatic Data Processing, Inc. All Rights Reserved The Getting Started
More informationUNIVERSITY OF NORTH FLORIDA. Controller s Office. Direct Pay & Electronic Invoice Approval
UNIVERSITY OF NORTH FLORIDA Controller s Office Direct Pay & Electronic Invoice Approval FINANCE Direct Pay & Electronic Invoice Approval 2009 University of North Florida Center for Professional Development
More informationQuick Reference Guide
Quick Reference Guide Learning and Development Opportunities CWT 2016 Global 20161101 www.cwt-hr-connect.com HR Connect My Learning In this guide Learning at CWT 4 About HR Connect My Learning 6 To Get
More informationQuick Start Guide. Taking A Payment & Printing A Receipt
Quick Start Guide Taking A Payment & Printing A Receipt Table of Contents Key Terms...3 Billing Types... 3 Premium Sent.. 3 Financing.. 3 Agency Fees....3 Taking A Payment.. 4 When Issuing A Policy 4 Agency
More informationChange Management. ServiceNow User Guide. Version 2.0 Novmeber, November 2015
1 Change Management ServiceNow User Guide November 2015 Contact: ITSM@harvard.edu Version 2.0 Novmeber, 2015 Document Change Control VERSION DATE AUTHOR(S) BRIEF DESCRIPTION 1.0 9/30/13 ITSM Team & Third
More informationNAB EFTPOS User Guide. for Countertop & Mobile Terminals
NAB EFTPOS User Guide for Countertop & Mobile Terminals YOUR NAB EFTPOS TERMINAL 2 NAB EFTPOS User Guide TABLE OF CONTENTS Getting to know your NAB EFTPOS Ingenico terminal 5 Contactless Tap & Go 8 Sale
More informationZebra s Repair Order Portal for Partners COURSE CODE: RPE01
Zebra s Repair Order Portal for Partners COURSE CODE: RPE01 April 2017 Introduction Welcome to the Zebra s Repair Order Portal for Partners course. This course explains how to navigate the Repair Order
More informationPurchase Order, Requisitions, Inventory Hands On. Workshop: Purchase Order, Requisitions, Inventory Hands On
Workshop: Purchase Order, Requisitions, Inventory Hands In this follow up session to the Operations Changes in Purchase Order, Requisition, and Inventory Theory course, this hands on session will look
More informationMUNIS Financials Quick Reference Guide
MUNIS Financials Quick Reference Guide January 16, 2015 TABLE OF CONTENTS I. Adding Programs to My Favorites Page 3 How do I add frequently-used programs to My Favorites? II. Vendor Inquiry Page 4 How
More informationEPK Benefit s Portal User Guide
EPK Benefit s Portal User Guide Logging In The First Time And Establishing A Password Page 2 Navigation Tips Page 3 Establishing Banking Information Page 4 Viewing Bills and Making Payments Page 6 Canceling
More informationContents OVERVIEW... 3 CONFIGURATION... 4
Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration
More informationInternational Painters and Allied Trades Industry Pension Fund. Employer Self Service User Guide
International Painters and Allied Trades Industry Pension Fund Employer Self Service User Guide Revision Date: October 16, 2017 i Table of Contents 1 Overview... 1 1.1 Login User and Password Video - 'Login
More informationWELCOME TO THE WEB SHIPPING USER GUIDE
Online Shipping WELCOME TO THE WEB SHIPPING USER GUIDE webshipping.dhl.com ON THE GO OR IN THE OFFICE, WEB SHIPPING GETS IT THERE. Ideal for busy small-business owners, office managers, or anyone on the
More informationCAS2Net for Employees and Supervisors New AcqDemo Organizations
DoD Civilian Acquisition Workforce Personnel Demonstration Project (AcqDemo) CAS2Net for Employees and Supervisors New AcqDemo Organizations Fall 2015 Intended Audience and Expected Outcomes Intended Audience
More informationInternet Bill Pay Quick Reference Guide
Internet Bill Pay Quick Reference Guide Table of Contents Introduction: What is Internet Bill Pay? 2 How to Make a Payment Single Payment 3 Recurring Payment 4 Payment History Prior to X Date View Payment
More informationKettering Connect Employer Help Document
Employer Table of Contents Employer Self Registration... 2 Employer Cannot Find Organization Example #1... 3 Employer Organization is Listed Example #2... 4 Logging in as an Employer... 6 Employer Home
More informationCompleting an Internal Audit User Guide For the Reliance Assessment Database
Completing an Internal Audit User Guide For the Reliance Assessment Database Contents Logging into Reliance... 2 Creating an Audit Plan: Planning Your Internal Audit... 4 Approving an Audit Plan... 20
More informationSupplyWEB Supplier Manual (SupplyWEB Version 10)
SupplyWEB Supplier Manual (SupplyWEB Version 10) Delivery Performance Report (DPR) (DPR Response Process) Business Contact: Ralf Meyer Logistics Process Engineer rmeyer@tenneco.com I. Content I. Content...2
More informationMSI Purchase Orders Version 4.0
MSI Purchase Orders Version 4.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property
More informationSupplier Management System. Supplier User Manual
Supplier Management System Supplier User Manual 1 Table of Contents TABLE OF CONTENTS... 2 1. LOGON TO THE PORTAL PAGE... 3 2. HOME PAGE... 4 3. SUPPLIER DATA... 5 4. MASTER DATA... 6 5. ADDRESSES AND
More informationEmployer Training Manual
Employer Training Manual Table of Contents Introduction... 3 System Requirements... 3 Log On to CoreLink II... 3 Quick Start Menu... 4 Search & Patient (Employee) Information... 4 Search, View & Print
More informationSubscription Billing Importer 2013
Subscription Billing Importer 2013 An application for Microsoft Dynamics GP 2013 Furthering your success through innovative business solutions Copyright Manual copyright 2013 Encore Business Solutions,
More informationHSA EMPLOYER RESOURCE GUIDE. Fifth Third Bank Health Savings Account
HSA EMPLOYER RESOURCE GUIDE Fifth Third Bank Health Savings Account Contents Welcome 3 Your Fifth Third Bank HSA Implementation Checklist 4 Your HSA Maintenance Checklist 7 Customer Service Information
More informationEmpowerTime Supervisor User Guide Table of Contents
EmpowerTime Supervisor User Guide Table of Contents Supervisor Quick Guide. 1-2 Timecard Edits...3 Daily Tasks - Dashboard...4 Absences 5-6 Time Off Requests. 7-8 Approving Employee Timecards.9-10 Exceptions...
More informationEDI Grant Process How to Submit Invoices for Reimbursement
EDI Grant Process How to Submit Invoices for Reimbursement Objective: This section will take you through the steps to submit an invoice for payment. Roles: EDI Invoice Process EDI Local BIS Coordinator
More informationCAIR Frequently Asked Questions
General Registry Questions How do I access CAIR Inland Empire Region? You can access our new website by typing http://cair-ie.cairweb.org into your internet browser. You will also initially be redirected
More informationVolume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS. Purchasing & Contracts Department. MUNIS User Manual
Volume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS Purchasing & Contracts Department MUNIS User Manual MUNIS V7.2 PURCHASING & CONTRACTS DEPARTMENT MUNIS Volume 7.2 User Manual University of Nevada, Las Vegas
More informationKRONOS EMPLOYEE TRAINING GUIDE
KRONOS EMPLOYEE TRAINING GUIDE C o n t e n t s Navigating Through Workforce Central... Lesson 1 Timecard Edits... Lesson 2 Approvals... Lesson 3 Reporting... Lesson 4 Editing & Scheduling PTO... Lesson
More informationDeltek Touch Time & Expense for Vision. User Guide
Deltek Touch Time & Expense for Vision User Guide September 2017 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors
More informationDHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa.
DHL IMPORT EXPRESS ONLINE USER GUIDE FOR IMPORTERS WE COORDINATE EFFECTIVE COMMUNICATION BETWEEN YOUR SHIPPERS AND YOU FOR YOU. dhl-usa.com/ieo CONTENTS Importer Manage Your Imports 3 Helpful Guide Information
More informationWeb Time New Hire Packet
Web Time New Hire Packet As a new Web Time user, quickly learn how to: Register your user account to access Web Time. Learn how to log into Web Time. See how to navigate the Employee Dashboard to perform
More informationEmployer Portal User Guide
Employer Portal User Guide Revised October 2015 2015 Alegeus Technologies, Inc. and its subsidiaries. All Rights Reserved. 2008 Metavante Corporation. All rights reserved worldwide. 2015 Polestar Benefits,
More informationSHOP INTTRA. ecommerce Support. Frequently Asked Questions. April 24, 2017
SHOP INTTRA ecommerce Support April 24, 2017 Frequently Asked Questions Contents 1 Introduction... 3 1.1 How do I access SHOP INTTRA?... 3 1.2 How do I subscribe to a service plan?... 3 1.3 What information
More informationSupervisor Online Performance Review
Supervisor Online Performance Review See the University of Vermont Performance Review Process for additional details including the purpose of Performance Reviews and an overview of the performance review
More informationSANTANDER TREASURY LINK TRANSITION GUIDE
SANTANDER TREASURY LINK TRANSITION GUIDE Introduction Introducing Santander Treasury Link for Online Banking A new experience ahead We are pleased to introduce you to Santander Treasury Link and look forward
More informationSage Accpac ERP Integration with SageCRM 6.1
SAGE ACCPAC Sage Accpac ERP Sage Accpac ERP Integration with SageCRM 6.1 Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and
More informationTable of Contents. Topic
Student Handbook Table of Contents Section Topic 1 Creating Account.1 School/University Sign Up.2 Instructor Sign Up.3 Corporate Account Sign Up.4 Logging into the 2 Banking Tasks.1 Bank Balances.2 Transfer
More informationSupervisor Training Supervisor Training
will review everything a supervisor needs to be successful in using their TimeForce system. Upon completions of supervisor Training, you will be able to change your TimeForce Preferences; fully understand
More informationTHE HOME DEPOT. Vendor SSR Training Guide
THE HOME DEPOT Vendor SSR Training Guide REVISION HISTORY: Application and Program Version Changes Modified By 1.0 Document Created: January 2014 IPR Solutions 2.0 Added information regarding Prebuilt
More informationCBRE PAYMODE-X USER GUIDE FOR ELECTRONIC INVOICING SYSTEM
Project Name: CBRE PAYMODE-X USER GUIDE FOR ELECTRONIC INVOICING SYSTEM Version: 1.5 Last Revision Date: May 22 nd, 2017 Original Release Date: January 20 th, 2017 pg. 1 TABLE OF CONTENTSE: Paymode-X Overview
More informationAriba Network Invoice Guide
Ariba Network Invoice Guide Content 1. Introduction 2. Invoice Practices 3. Before you Begin Invoicing I. Viewing Customer Invoice Rules II. Electronic Invoice Routing and notifications III. Account Configuration
More informationMobile for Android User Guide
Version 1.7 Copyright 2013, 2017, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure
More informationSALES 1 PREPARATION 2 CONTACT MANAGEMENT. Use the Marketing Guide to help determine if & how any kind of business will use temps.
SALES 1 PREPARATION 2 CONTACT MANAGEMENT Use the Marketing Guide to help determine if & how any kind of business will use temps. Items to include: As a sales rep, you will learn that it is wise to always
More informationFREQUENTLY ASKED QUESTIONS. Last Revised: September
Concur Expense Assistant for Expense Questions 1. How do I enable Expense Assistant on my mobile device?... 5 2. How does Expense Assistant work?... 7 3. Do I still have to submit my report to my manager?...
More informationmy.scouting Tools Training-Home Trend Chart Training Summary Report
my.scouting Tools Training-Home my.scouting Tools is best experienced using the latest version of Google Chrome or Mozilla Firefox. Also works with the latest version of Safari, and Internet Explorer (v11).
More informationApplicant Reviewer Quick Guide
Applicant Reviewer Quick Guide Viewing and moving applicants through the Workflow October 22, 2015 PeopleAdmin User Guide for Staff/Temp Positions Contents Applicant Reviewer... 3 Logging In... 3 Changing
More informationKuali Cashier Applications
Kuali Cashier Applications Kuali is a web-based financial services system tailored to a university s specialized accounting functions. The system uses electronic documents, e-docs, to enter information
More informationOnline Bill Payment and Presentment Quick Start Guide. By Paul A. Murphy Author of Banking Online for Dummies
Online Bill Payment and Presentment Quick Start Guide By Paul A. Murphy Author of Banking Online for Dummies What s Inside Why Bill Payment and Presentment?...3 How Safe Is It?...4 Logging In...5 Add Payees...6
More informationHuman Resources. The HR Guide to Retirement Manager. Version 1 Updated 3/5/2010
South Dakota Board of Regents Human Resources/Finance Information Systems Version 1 Updated 3/5/2010 Table of Contents Human Resources Introduction... 4 Overview... 4 Intended Audience... 4 Documentation
More informationAn Introduction to SupplyPro
Hyphen Solutions, Ltd. An Introduction to SupplyPro 2004 Hyphen Solutions, Ltd. All rights reserved. Product and Company Information Product and Company Information The information in this document is
More informationPO Boxes Online Key Navigation Steps
Welcome to PO Boxes Online! This is not a step-by-step guide, but a key steps document to keep you on track as you navigate through the application https://www.usps.com/manage/po-boxes.htm. Landing Page
More informationWELCOME D210 DTS Reports
WELCOME D210 DTS Reports Department of Defense D210 CLASS OVERVIEW Defense Travel Management Office Topic: DTS Reports Target Audience: DTAs Others that run reports Time: 60 minutes Pre-Requisites: None,
More informationHOW TO USE TAULIA USER GUIDE
HOW TO USE TAULIA USER GUIDE TOYOTA MOTOR SALES, USA, INC. Page # 1 of 30 Last Reviewed/Update Date HOW TO USE TAULIA S TOYOTA BUSINESS EXCHANGE PORTAL 1. Purpose Toyota has committed to provide early
More informationGroup Administrator Instructions Online Enrollment TABLE OF CONTENTS
TABLE OF CONTENTS 1. OVERVIEW OF ONLINE ENROLLMENT... 2 2. PURPOSE OF INSTRUCTION MANUAL... 2 3. USING THE APPLICATION... 3 3.1. ACCESSING THE SYSTEM... 3 3.2. ENROLLING NEW EMPLOYEES... 5 3.2.1. Send
More informationRobinson Manufacturing Company, Inc. College Concepts, LLC. Vendor Shipment Management System (VSMS)
Robinson Manufacturing Company, Inc. College Concepts, LLC. Vendor Shipment Management System (VSMS) http://lansa.robinsonmfg.com/vsms User Documentation 03-10-2017 1 Contents Introduction Key Features...
More informationClubSelect Accounts Receivable Special Charges Overview
Webinar Topics Special Charges Billing... 2 Special Charges... 4 Special Credits... 8 Surcharges... 13 Calculate Automatic Billing Plans... 18 Special Charges Billing ClubSelect AR allows you to easily
More informationUniversity of North Carolina at Chapel Hill. University of North Carolina. Time Information Management (TIM) EPA Exempt Employees
Using time Information Management (TIM) Time Stamp Employees Using Time Information Management University of North Carolina at Chapel Hill (TIM) University of North Carolina Time Information Management
More informationDOF RECRUITER USER S GUIDE
DOF RECRUITER USER S GUIDE Princeton University Jobs at Princeton Hiring System Using the system for searches and openings for the faculty, professional researchers, professional specialists, and professional
More informationMANUAL MY.DHLPARCEL.NL
DHL PARCEL MANUAL MY.DHLPARCEL.NL Log in As soon as we have registered you, you will receive your activation link via e-mail. Log in with your email address, set your own password and start preparing your
More informationHawaii State FCU Custom Debit Cards Frequently Asked Questions
Hawaii State FCU Custom Debit Cards Frequently Asked Questions Hawaii State FCU Debit cardholders can now customize their debit cards with personalized images via the Design It! Photocard website. 1. What
More informationContent Page. DHL MyBill Guide. DHL MyBill. DHL MYBILL INTRODUCTION 01 Content Page 02 What does DHL MyBill offer?
01 Guide Content Page DHL MYBILL INTRODUCTION 01 Content Page 02 What does offer? REGISTRATION AND ACCESS 03 Registration 04 Registration (continued) MAIN TABS 05 Dashboard 06 Archive, Reports & Download
More informationCreating Requisitions
Creating Requisitions Users Guide REVISED 1/27/10 DEL MAR COLLEGE, PURCHASING DEPARTMENT TABLE OF CONTENTS TABLE OF CONTENTS... 2 LOGGING INTO DATATEL - COLLEAGUE... 3 PROCESS FLOW... 5 CREATING A NEW
More informationHow to Configure the Initial Settings in SAP Business One
SAP Business One How-To Guide PUBLIC How to Configure the Initial Settings in SAP Business One Applicable Release: SAP Business One 8.8 European Localizations English July 2009 Table of Contents Introduction...
More informationNEISD SUPPLEMENTAL PAY PROCEDURES FOR EMPLOYEES TIME ENTRY PROCEDURES
NEISD SUPPLEMENTAL PAY PROCEDURES FOR EMPLOYEES Certified and exempt substitute/temporary employees who are approved to perform services that are not part of their regular assignment will enter their time
More informationYEAR PERFORMANCE HEALTH TECHNOLOGY. CIM User Manual
YEAR 2017 PERFORMANCE HEALTH TECHNOLOGY CIM User Manual CIM Provider User Manual 10/2017 2 Table of Contents Introduction to Clinical Integration Manager (CIM)...4 Accessing the System....4 Eligibility...5
More informationRetail Inventory Management Introducing the RIM Release for Product Version 5083
5607 New King Street Troy, MI 48098 Product Release Bulletin Retail Inventory Management Introducing the RIM Release for DMS@NET Product Version 5083 OVERVIEW...2 RIM INTEGRATION PARTS CHANGES...3 WORK
More informationDeltek Ajera Release Notes
Deltek Ajera 8 8.08 Release Notes October 21, 2015 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist.
More informationIntercompany integration solution 2.0 for SAP Business One 9.2 and 9.3
User Guide SAP Business One Document Version: 1.5 2018-01-10 Intercompany integration solution 2.0 for SAP Business One 9.2 and 9.3 Australia, Austria, Belgium, Brazil, Canada, Chile, Costa Rica, Cyprus,
More informationCBPG01. Certification Bodies. Reference Guide
CBPG01 Certification Bodies Reference Guide Version: 1.0 Date: October 2014 Table of Contents 1 Module Overview... 3 1.1 Course Objectives... 3 1.2 Understanding This Reference Guide... 3 1.3 Legend...
More informationWestern Michigan University. User Training Guide
Western Michigan University User Training Guide Index Significant Changes in Kronos Workforce Central 2 Accessing Kronos 3 Logging Off Kronos 4 Navigating Kronos 6.2 4-5 Timecard Basics 6-7 Visual Cues
More informationWEB TIME EMPLOYEE GUIDE
Revised 10/27/2017 WEB TIME EMPLOYEE GUIDE CLIENT RESOURCE PAYLOCITY.COM TABLE OF CONTENTS Web Time... 3 Web Kiosk... 10 Home... 29 My Timesheet... 43 My Pay Adjustments... 57 Employee Time Off Calendar...
More informationAccount Reconciler 2016
Account Reconciler 2016 An application for Microsoft Dynamics TM GP 2016 Furthering your success through innovative business solutions Copyright Manual copyright 2017 Encore Business Solutions, Inc. Printed
More informationEssential Time & Attendance
ADP Workforce Now Essential Time & Attendance Handout Manual Need support after training? To exchange tips and best practices with fellow users, get on The Bridge an online community built exclusively
More informationInternet Banking User Manual. User Manual. Raiffeisen Direkt, Internet Banking
User Manual Raiffeisen Direkt, Internet Banking Content 1.0 Introduction to Raiffeisen DIREKT, Internet Banking 3 2.0 Login to Raiffeisen DIREKT, Internet Banking 4 3.0 Client Services 5 4.0 Raiffeisen
More informationKFS Training Manual Labor Ledger Basics
KFS Training Manual Labor Ledger Basics Table of Contents University of Maryland Objectives... 1 Resources... 1 Kuali Financial System... 3 Logging into KFS...3 Creating a Salary Expense Transfer (Full
More informationTaleo Enterprise. Taleo Compensation Manager Guide
Taleo Enterprise Taleo Compensation Feature Pack 12B August 31, 2012 Confidential Information and Notices Confidential Information The recipient of this document (hereafter referred to as "the recipient")
More informationTIM MANUAL FOR TIM MANAGERS AND TIM ADMINISTRATORS
TIM MANUAL FOR TIM MANAGERS AND TIM ADMINISTRATORS November, 2016 INTRODUCTION TO TIM... 1 TIM Manager... 1 TIM Administrator... 1 LOGGING IN & SIGNING OUT... 3 NAVIGATING TIM... 6 A Few Tips for Displaying
More information