Introduction to Training Delivered By: Julie Condit and Aris Gempesaw

 Welcome and Introductions  Report Uses  About the Reports, what you need to know  Demonstration  Creating, Running and Interpreting Reports  Setting Subscriptions  Wrap-up  Q&A Need Help? Visit our website at: Questions?

 Replace RIP/Non-RIP Invoice notifications by 12/31/2011  Track Payments and Resolve Issues  Aid in Budget Reconciliation  Assure appropriate use of resources  Manage Compliance Issues  High risk transactions Need Help? Visit our website at: Questions?

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR  Draws data from the PAS Data Warehouse and JP Morgan Chase  PAS: updated daily, as current as prior day  PaymentNet: updated monthly, after ProCard payment is made

 Relies on Open Access Policy  Anyone with an individual NetID can gain access  Shared NetIDs will not work  Conforms to Records Retention Guidelines  No need to print duplicate copies of invoices  (except for manual invoices)  ProCard reports do not replace required documentation Need Help? Visit our website at: Questions?

 Organization Codes are needed to run reports  Drill through capabilities exist to see granular details  Printing and extracting are possible, though not necessary  Reports contain a single column sort feature  Subscriptions allow reports to be ed automatically Need Help? Visit our website at: Questions?

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Details View List View

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Report Name: Click hyperlink to build a report Description: Explains what the report will provide Subscriptions: Manage report delivery

All reports are run by Organization Code All fields must be filled in Major area, Department and Date Range define the amount of data provided Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Click “View Report” to see report details

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Navigate to reports homepage, or folder using the “Breadcrumbs” Export or Print (Optional) Navigate to other pages

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Links provide additional details, or open program A “+” sign indicates the section is expandable Executive summary explains what report provides

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Displays the date the data was last updated in the Data Warehouse The report will always show which Sub- Organizations, or other details, were included

 Use the following browsers  Internet Explorer  Mozilla Firefox  IMPORTANT! Google Chrome will not work! Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR

Accounts Payable, ProCard, Corporate Travel Account

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Drop down box appears when working in Internet Explorer only

Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR Subscription for this report Remove the checkmark