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HOW TO REVIEW A SINGLE CREDIT CARD TRANSACTION IN PAYMENTNET

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Presentation on theme: "HOW TO REVIEW A SINGLE CREDIT CARD TRANSACTION IN PAYMENTNET"— Presentation transcript:

1 HOW TO REVIEW A SINGLE CREDIT CARD TRANSACTION IN PAYMENTNET
CREDIT CARD TUTORIAL HOW TO REVIEW A SINGLE CREDIT CARD TRANSACTION IN PAYMENTNET

2 Open Internet browser. Go to and sign in with Organization ID us00106, User ID (Your Moody Employee ID#), and your password.

3 3. Click on either of the two links to go to NEW transactions you need to review.

4 4. Click anywhere on the line of the transaction you want to review to open it up.

5 D 5. Choose the correct Account Code combination (A), click yes for receipt attachment (B), and enter in the complete business justification for the purchase (C). Then click the SAVE button when finished (D). All 3 fields are required, you will not be able to exit until information is complete. A B C

6 6. Information was saved successfully, click the Receipts tab to attach documents.

7 7. Click ATTACH RECEIPT button to attach your document.

8 Find the document on your computer, add it, then click on the UPLOAD RECIPT button.

9 9. The document was uploaded successfully (A)
9. The document was uploaded successfully (A). Notice it may not be available immediately, it could be a few hours before you and/or your approver can view it (B**). Click on the GENERAL INFORMATION tab (C) .**Chase has to review/approve all documents before they are posted due to federal regulations, this process takes a little time, please be patient. B C A

10 10. Once everything is complete including documents attached click the REVIEW box and then click the SAVE button.

11 11. Information was saved and transaction was sent to approver
11. Information was saved and transaction was sent to approver. Approver will receive notification early next business day.

12 11. Reviewed Status means you have completed the transaction and it is waiting for your Approver. To customize your screen please Customize your Screen View in PaymentNet Tutorial.

13 For more information answering questions about your credit card, policies, procedures, and many more resources click on one of the following links: Moody Credit Card Web Site Credit Card FAQ’s Credit Card Forms & Policies Chase PaymentNet Website Tax Exemption Documents Procurement Services Web Site If you don’t find what you’re looking for on the website, contact Procurement Services.


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