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CREDIT CARD TUTORIAL HOW TO FIND TRANSACTIONS USING ADVANCED QUERY - BY DATE RANGE FOR APPROVER IN PAYMENTNET.

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Presentation on theme: "CREDIT CARD TUTORIAL HOW TO FIND TRANSACTIONS USING ADVANCED QUERY - BY DATE RANGE FOR APPROVER IN PAYMENTNET."— Presentation transcript:

1 CREDIT CARD TUTORIAL HOW TO FIND TRANSACTIONS USING ADVANCED QUERY - BY DATE RANGE FOR APPROVER IN PAYMENTNET

2 Open Internet browser. Go to and sign in with Organization ID us00106, User ID (Your Moody Employee ID#), and your password. Note: type in information in, do not copy and paste.

3 3. Go to the top and change your role to TRANSACTION APPROVER.

4 4. Go to Transactions Tab and click on MANAGE to go to the transaction list.

5 5. Click on the ADVANCED QUERY button.

6 6. Change the Operation for Date Range to IS BETWEEN and pick date range. Then choose criteria: Cardholder last name, is equal to, and type in last name. NOTE: You have several criteria options available, chose best criteria to obtain transactions you want to see.

7 7. For the criteria chosen the page should look like this when finished. Then click the PROCESS button.

8 8. List of transactions will appear
8. List of transactions will appear. To sort by date click arrow by Transaction Date Header, or sort by any other Header by clicking the arrow beside it.

9 9. Transactions are now in order of oldest to newest.

10 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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