CCER Receipt Imaging © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Slides:

Advertisements

Similar presentations

CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM

Advertisements

CREATING A PAYMENT REQUEST FOR A NEW VENDOR

ECManager Attachment Tool The official method to retain documentation that supports the business purpose for all Express Card and Travel Event Planner.

1 Introduction to MyExpense January 2015 Next 2 Overview What is MyExpense? MyExpense is a 3 rd Party hosted solution from Concur that automates the.

Easy, inexpensive…Effective ! Popfax. com, professional fax services, worldwide Popfax – SF – EN How to edit, sign and fax documents Easy, inexpensive…Effective.

Expense Report Training

© 2010 Wells Fargo Bank, N.A. All rights reserved. Confidential. OOP Reimbursement  CCER has the ability to reimburse miscellaneous, out of pocket (OOP)

For those with Add/Edit Permissions. OREC Disclosure, Disclaimer HUD Lead-based Paint.

This tutorial will take approximately 15 minutes. Click here to advance. Click here to go back.

October 13-19, 2010 CardHolders and Approving Officials, Back-Up CardHolders, Back-Up Approving Officials.

© 2010 Wells Fargo Bank, N.A. All rights reserved. Confidential. Commercial Card Expense Reporting (CCER) Arizona Western College An internet solution.

Page 1 Attaching Scanned Documentation to an Expense or Travel Reimbursement Report Last update June 11, 2007.

DACC Business Office Internal Procurement Card Process Scanning Requirements Are in Addition to the Current Internal Process Original Receipts and PCard.

DACC Business Office Internal Procurement Card Process Scanning Requirements Are in Addition to the Current Internal Process Original Receipts and PCard.

1 Introduction to MyExpense Press F5 to begin the slide show. Slides will automatically advance (or press the space bar) February 2014.

Minnesota State University, Mankato Purchasing Card Program Commercial Card Expense Reporting (CCER) with Wells Fargo- Mastercard An internet Software.

Introduction MYBSNL app is application based on android/windows platform for mobile/tablet users. Provides real-time information to customers about the.

Concur Expense Training Presenters: Jasmin Hernandez.

Purchasing Card Reconciliation. We will cover... Where to find card data How to add a description How to change chartfield information How to indicate.

1 Instruction Manual for the Arabtec mySupplier System | version 1.0.

Access Online Cardholder Transaction Approval Training 1 Client Logo.

GeorgiaFIRST Financials What to Expect in PeopleSoft Expenses 9.2 Presented by Kate Smith.

Copyright © 2013 HealthEquity, Inc. All rights reserved. HealthEquity and the HealthEquity logo are registered trademarks and service marks of HealthEquity,

© 2010 Wells Fargo Bank, N.A. All rights reserved. Confidential. Cardholder/Reconciler Experience.

Instructional Tools for Teachers: Creating & Sharing Instructional Materials Copyright © 2012 Schoolnet, Inc. All rights reserved.

Card Verifying and Approvals Office of the Controller.

Purchasing Card Program

0 Receipts How do I attach scanned receipts?. 1 Create your expense report and click the Save & Submit button. The Receipts screen will immediately appear.

1 Visa IntelliLink Spend Management Navigation as a Cardholder Training Deck.

1 Visa IntelliLink Spend Management Navigation as a Cardholder Training Deck.

SchooleAccount Software. Software Home Page Desktop -> Double Click On SchooleAccount Icon.

Commercial Card Expense Reporting (CCER) The Trustees of Roanoke College An internet solution Accessed via Wells Fargo’s secure Commercial Electronic Office.

Commercial Card Expense Reporting (CCER) The Trustees of Roanoke College An internet solution Accessed via Wells Fargo’s secure Commercial Electronic Office.

Commercial Card Expense Reporting (CCER) The Trustees of Roanoke College An internet solution Accessed via Wells Fargo’s secure Commercial Electronic Office.

Commercial Card Expense Reporting (CCER) The University of Puget Sound

Creating an Expense Report

CIVIL PENSIONER’S IDENTITY–CARD PREPERATION AT TREASURY LEVEL

Welcome to a new way forward

Receipt Imaging Morgan Gray Receipt Imaging Training 07/20/2017.

360 Control Manager & Cardholder Training

PCard Supporting Documentation: OnBase tips, tricks and best practices

Expense Report Training

The library and Technology

Approving Statements Morgan Gray & Alta Herndon 12/01/2017.

Concur Training - Expense Reporting

Expense Report Training

Click here to see your question

Business Office Manager Training The ACH Process in 7 Steps

Expense Report Training

Concur Travel & Expense

Create a New Expense Report

Document Submission, Acceptance, and Validation Process

Expense Report Training

Scholarship Application Tutorial

360 Control Manager & Cardholder Training

Fraedom Approvals Presentation

Employee Self Service (ESS) Version

5.5 Adding Photo Gallery Module

Take note or Add as Favourite

Controller’s Office – Journal Voucher eForm January 22, 2019

Medical Provider Portal User Guide

New Member Procedures Go to:

UCI With U For U App My Receipts is a feature in the With U • For U mobile app that makes it quick and easy to collect, store, and share receipts (and.

Productivity Advantages

Member portal overview

Member portal overview

Q: How do I view and upload a document?

Cardholder Training Washburn University February 2017

Concur Travel and Expense Integration

Member portal overview

Presentation transcript:

CCER Receipt Imaging © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Desktop Receipt Imaging option Upload receipt images to individual transactions (Add Receipt)

Desktop Receipt Imaging View/Detach uploaded receipt images (View Details)

Desktop Receipt Imaging Upload images to statement and attach to transactions later; option available for pending transactions not showing in the statement yet

Desktop Receipt Imaging Upload receipt images (to statement), View, Attach, or Delete

Desktop Receipt Imaging for Approvers Same receipt icons and functions as cardholders and reconcilers

Mobile Receipt Imaging Getting started…

Mobile Receipt Imaging Take a photo or select receipt images from your gallery

Mobile Receipt Imaging CCER Mobile will attempt to match receipt images to posted charges and expenses using OCR technology Note: Transaction-level imaging and OCR matching available on iOS devices only at this time.

Receipt Imaging – Fax or Email option Uses a Cover Sheet from CCER (statement-level only) Cover Sheet considerations: If emailing: Individual attachments must be in the following formats: PDF, JPG, GIF, TIF, BMP, or PNG If you email a single attachment combining the Cover Sheet and receipts, it must be a PDF Receipts submitted using this method: Cannot be attached to individual transactions Remain statement-level Can be accessed in the Statement Receipt Actions dropdown, “View All Receipts (PDF)”