PURCHASING CARD Training - PRESENTED BY - CARMELO GUERRA & LAURA RATHER

2. CLICK ON TRANSACTIONS 1. CLICK ON EXPENSES

3. CLICK ON ACCOUNTANT

4. CLICK ON ALL

6. CLICK ON THE CALENDAR ICON 5. OPEN DATE 6. CLICK ON THE CALENDAR ICON

7. SELECT CYCLE-TO-DATE AND CLICK OK

9. CLICK ON MAGNIYING GLASS ICON 8. OPEN ACCOUNT 9. CLICK ON MAGNIYING GLASS ICON

10. SELECT THE PERSON YOU ARE LOOKING FOR AND CLICK OK 11. CLICK SEARCH

12. CLICK ON THE TRANSACTION THAT NEEDS TO BE RE-ALLOCATED BY CLICKING ON THE TXN #

13. CLICK ON ALLOCATE/EDIT

14. USE THE SCROLL BAR TO SCROLL RIGHT TO SEE THE GENERAL LEDGER AND FUNCTIONAL AREA.

SCROLL DOWN TO THE BOTTOM TO SELECT SEE MORE… 15. CLICK IN THE BOX AND A DROP DOWN MENU WILL APPEAR IN EITHER AREA YOU CHOOSE. SCROLL DOWN TO THE BOTTOM TO SELECT SEE MORE…

16. SELECT THE ACCOUNT. CLICK OK

17. CLICK SAVE WHEN FINISHED. YOU MAY NOW GO TO ANOTHER TRANSACTION OR LOG-OUT.

ALLOCATE / EDIT TRANSACTIONS EXPENSES TRANSACTIONS ACCOUNTANT ALL + TO CHANGE DATE + ACCOUNT- HIT MAGNIFYING GLASS (NEW WINDOW OPENS) ENTER NAME OF PERSON YOU ARE LOOKING FOR. CLICK OK. SEARCH (BOTTOM LEFT) PUT MOUSE UNDER TCN# - SEE ALLOCATE/EDIT. CLICK ON IT. MAKE NECESSARY CHANGES TO CODING. HIT SAVE (BOTTOM RIGHT)