AR PORTAL USER FLOW... 3 KEY IN TRANSACTION FLOW... 4 TRANSACTION TYPES... 5 STEP 1 : LOGIN TO THE SYSTEM... 6
|
|
- Paul York
- 5 years ago
- Views:
Transcription
1 Table of Contents AR PORTAL USER FLOW... 3 KEY IN TRANSACTION FLOW... 4 TRANSACTION TYPES... 5 STEP 1 : LOGIN TO THE SYSTEM... 6 STEP 2 : KEY IN THE TRANSACTION (RECEIPT/PREPAYMENT/UNAPPLIED CASH)... 8 Receipt Entry transaction Invalid Customer ID pop up message appeared User does not know customer s account number Cheque/cash amount is less than invoice amount Cheque/cash amount is more than invoice amount Payment with rebate or credit note Prepayment Entry transaction Unapplied Cash Entry transaction Apply Document STEP 4 : PRINT RECEIPT STEP 5 : UPDATE BANK IN SLIP NO / EDIT TRANSACTION DATA Edit single data Edit multiple data Cannot Edit : Posted Record message pop up STEP 6 : POST DATA Post single data Post by batch STEP 7 : SEARCH INVOICE STEP 8 : VIEW REPORTS Daily Bank In Report
2 Aging by Customer & SO
3 AR PORTAL USER FLOW Login Key in Transaction Print Receipt Update Bank in Slip # Post Data Print Daily Bank-in Report CBP Daily Bank-in Report & Bank in Slip to HQ Finance dept 3
4 KEY IN TRANSACTION FLOW Login Key in Transaction Default Transaction Type Receipt A Error Occurred Invalid Customer ID Check account Sales Origin Get Aging details from Credit Search for Customer Account Customer Name and Sales Origin Appear B Key in Customer Account # Change Transaction type to Key in Cheque/Cash Amount Select Payment Mode Cheque/Cash STATUS: Entered: data is submitted Posted: Data already posted to AR Web Portal. Posted status data cannot be edited. Transferred: Data already transferred to ACCPAC system. Select GDEX Bank Code Key in Cheque details eg. CIMB, MBB2, MBB3 GDEX Internal use eg. Cheque date, issued bank and Cheque number Click QuickFind to pick Invoice # Click on Save button Successfully Added message pop up 4
5 TRANSACTION TYPES There are 3 types of transactions which are Receipt, Prepayment and Unapplied Cash. While Apply Document is used for payment with rebate or credit note and to knock off unapplied cash transaction. RECEIPT Transaction type for Invoice belong to SELF Sales Origin PREPAYMENT UNAPPLIED CASH A) Transaction type for Invoice NOT belong to USER branch Sales Origin B) Payment for SELF Sales Origin but Invoice not in System yet Transaction type for Customer Payment which DO NOT have Invoice # APPLY DOCUMENT Transaction type for Payment with REBATE or CREDIT NOTE To KNOCK OFF Transaction type UNAPPLIED CASH 5
6 STEP 1 : LOGIN TO THE SYSTEM If the user already has E-Statement access, they can log in to AR Portal using E-Statement username and password. If they do not have the access, Branch Head need to request the access via Intranet IT Requisition. 1. There are two ways to access the system: a. Via Intranet Login to Intranet and proceed to Finance -> Daily Collection -> Trade Debt. b. Direct access Directly key in this URL - at the URL browser. Figure 1 If the user is Regional Manager or Regional Credit, a pop up message will appear to enable user to select station as below: 2 Figure 2 6
7 2. Select the desired station and hit Submit. 3. After login, user can see their username and station at the top page. 3 Figure 3 4. After login, user will be redirect we they can see : a. Total new receipt, prepayment, unapplied cash and apply document key in by their station for that day. b. Top 5 recent new receipts. c. Total transaction key in by their station. a b c Figure 4 7
8 STEP 2 : KEY IN THE TRANSACTION (RECEIPT/PREPAYMENT/UNAPPLIED CASH) Receipt Entry transaction. Default transaction type is Receipt. User may key in the Receipt type transaction for: i. Transaction for their own Sales Origin account number. ii. User knows the invoice number. 1 Figure Figure 6 Steps : 1. Proceed to Transaction -> Receipt Entry -> New (Refer Figure 5). Then user will be redirect to a new page. 2. Select Customer ID. 8
9 3. Key in the account number directly in the text field. 4. Hit Tab button on your keyboard and Customer Name and Sales Origin will appear in redcoloured font. 5. Key in cheque/cash amount in Amount. 6. Select Payment Mode (Cheque/Cash). 7. Select GDEX Bank Code (CIMB/MBB2/MBB3). 8. Key in Cheque Date (If payment using cheque. Leave blank for cash payment). 9. Under Cheque No, select Bank Name and key in cheque number. 10. Key in Remarks (if any). 11. Click Quick Find, and FIND INVOICES page will pop up list out all the invoices for the account (refer Figure 7). 12. Click on the desired invoice and it will appear in the page. Note: User may select multiple invoices if the payment received is to pay for multiple invoices. Figure 7 9
10 13 12 Figure Hit Save to save the transaction. 14. Successfully Added message will pop up to show that the transaction is successful. Note: Once the data is submitted, the status is Entered. Other status are : a. Posted : Data already posted to ACCPAC system. Posted status data cannot be edited. b. Transferred : Data already transferred to ACCPAC system. 10
11 Listed below are the cases usually happens during key in transaction: Invalid Customer ID pop up message appeared. This is because the account number is not under your Sales Origin.. Figure 9 User must key in under transaction type Prepayment to key transaction for account number that is not belong to your Sales Origin. Please refer page 14 for Prepayment step by step. 11
12 User does not know customer s account number. 1 2 Steps : Figure Click on magnifying glass icon and FIND CUSTOMER page will pop up. 2. User may search by Customer Name, Customer ID, Group ID or Sales Origin. Hit Go! button. 3. Results will appear. Click on the desired result and the customer s details will appear in the text field. - Note : 1. If the user is Regional Manager/Regional Credit, the results will list out all the accounts under their region (Refer Figure 9). 2. If the user wants to see customer s details from other Sales Origin, user must change transaction type to Prepayment and tick Other Branches at FIND CUSTOMER pop up message. Refer page 14 to view Prepayment step by step guide. 12
13 Tick here to see customer s details from other Sales Origin. Before that user must change transaction type to Prepayment. Results shown are based on user s Sales Origin. If the user is Regional Manager/Regional Credit, the results will list out all the accounts under their region. Figure Hit Tab button and Customer Name and Sales Origin will appear in red-coloured font (Refer Figure 12). 4 Figure 12 13
14 Cheque/cash amount is less than invoice amount. Example below shows that cheque amount is RM700 and invoice amount is RM Figure 13 System automatically calculates the invoice balance and shows it here. Steps: 1. Key in all the necessary details (account number, cheque amount, cheque date, cheque number etc.) 2. Click Quick Find, and select invoice in FIND INVOICES pop up page. Selected invoice will appear in ADD RECEIPT page. 3. System will automatically calculate balance that the customer needs to pay to clear the invoice. The balance is shown in NET BALANCE. 4. Hit Save to save the transaction. 14
15 Cheque/cash amount is more than invoice amount. Example below shows that cheque amount is RM750 and invoice amount is RM Figure 14 Balance is 0 because customer paid more than invoice amount. Steps : 1. Key in all the necessary details (cheque amount, cheque date, chque number etc.) 2. Click Quick Find, and select invoice in FIND INVOICES pop up page. 3. System will automatically calculate the exceed value and user can use these exceed value in Apply Document transaction to knock off with invoice (Refer page 16 for Apply Document step by step guide). 4. Hit Save to save the transaction. 15
16 Payment with rebate or credit note. Example below shows for cheque amount is RM13.83, invoice amount is RM16.32 and rebate amount is RM2.49. Steps: 1. Key in the transaction in Receipt Entry. Please refer step by step guide to key in Receipt Entry transaction for more details. Since the cheque amount (RM13.83) is less than invoice amount (RM16.32), short paid will appear in Net Balance (RM2.49). Figure 15 Short paid RM2.49 because cheque amount < invoice amount 2. Key in the rebate transaction in Apply Document. Please refer step by step guide to key in Apply Document transaction for more details. 16
17 Prepayment Entry transaction. Pre payment is used when : a. No invoice number is found when clicking Quick Find. b. To key in invoice for other branch account. 1 Figure Figure 17 Steps: 1. Proceed to Transaction -> Receipt Entry -> NEW (Refer Figure 15). 2. Select Transaction Type as Prepayment. 3. Select Customer ID. Key in the account number in the text field or search by clicking on the magnifying glass icon (Refer page 10 to view search customer step by step guide). 4. Hit Tab button and Customer Name and Sales Origin will appear in red-coloured font. 5. Key in cheque/cash amount in Amount. 17
18 6. Key in the invoice number in Invoice No.. 7. Select Payment Mode (Cheque/Cash). 8. Select GDEX Bank Code (CIMB/MBB2/MBB3). 9. Key in Cheque Date. 10. Under Cheque No, select Bank Name and key in cheque number. 11. Key in Remarks (if any). 12. Hit Save to save the transaction. Unapplied Cash Entry transaction. Unapplied cash is used when : a. Customer/user does not know what is the invoice number yet already receive cash / cheque from customer. b. Key in transaction for other branch account. 1 Figure 18 18
19 Figure 19 Steps: 1. Proceed to Transaction -> Receipt Entry -> NEW (Refer Figure 17). 2. Select Transaction Type as Unapplied Cash. 3. Select Customer ID.Key in the account number in the text field or search by clicking on the magnifying glass icon (Refer page 10 to view search customer step by step guide). 4. Hit Tab button and Customer Name and Sales Origin will appear in red-coloured font. 5. Key in cheque/cash amount in Amount. 6. Select Payment Mode (Cheque/Cash). 7. Select GDEX Bank Code (CIMB/MBB2/MBB3). 8. Key in Cheque Date. 9. Under Cheque No, select Bank Name and key in cheque number. 10. Key in Remarks (if any). 11. Hit Save to save the transaction. 19
20 Apply Document Apply Document is used for : a. Payment with rebate or credit note. b. To knock off exceed payment value (unapplied cash) with invoice. 2 Steps: Figure Go to Transaction -> Apply Document -> New. 2. Key in the customer account number. Click magnifying glass icon at the Document No and FIND PREPAYMENT page will pop up (Refer Figure 19). 3. Click on the desired rebate or credit note and it will appear in the Document No text field. 4. Click Quick Find and FIND INVOICES page will pop up (Refer Figure 20). 20
21 3 4 Figure Click on desired invoices that want to be used with selected rebate or credit note and it will appear in the page Figure System will automatically calculate balance that the customer needs to pay to clear the invoice. The balance is shown in NET BALANCE. 7. Hit Save to save the transaction. 21
22 STEP 4 : PRINT RECEIPT Search the transaction here by Receipt No, Branch Receipt No, Customer ID, Customer Name, Transaction Date or Status. 1 2 Figure 23 Steps : 1. Go to Transaction and select any transaction to print out the receipt. User also can search the transaction by Receipt No, Branch Receipt No, Customer ID, Customer Name, Transaction Date or Status (Entered/Posted/Transferred). Hit Go! button. 2. Click Edit button and user will be redirect to EDIT RECEIPT page (Refer figure below). 3 Figure 24 22
23 3. Click Print button and the receipt page will pop up. 4. Click Print button at the receipt page to print out the receipt. 4 Figure 25 23
24 STEP 5 : UPDATE BANK IN SLIP NO / EDIT TRANSACTION DATA There are two ways to update bank in slip number or edit any transaction data which are: Edit single data. Steps: 1. Search the transaction. - To search : a. Use Search By function to search the transaction by Branch Receipt No/Receipt No/Customer ID/Customer Name/Transaction Date/Status (Refer Figure 22 at page 18). Note: Branch Receipt No contains branch code followed by 4 digits of system generated number. Example: PUC0005. Receipt No only contain 8 digits of system generated number. Example : b. Key in relevant info in the text field and hit Go!. a b c. The result will appear in the page. Figure 26 c Figure Click on the result appeared and click Edit. Then, user will be redirect to EDIT RECEIPT page. 24
25 3 4 Figure User may edit any existing data or update bank in slip number and bank in time in this page. 4. Hit Save button to save the data. 25
26 Edit multiple data. 1 Figure 29 Steps : 1. Proceed to Transaction -> Bank In By Batch and user will be redirect to BANK IN BY BATCH page (Refer Figure 29). 2. User may search the transaction by Receipt No or Transaction Date. Hit View to view the result. 2 Figure 30 26
27 3 4 5 Figure Tick the data that needs to edit. 4. Fill in the Bank In Information (Bank In Date/Time/Slip No) located at the bottom of the page. Note : User may tick multiple data at the same time if it needs to be updated with the same bank in information. 5. Hit Submit to save the data. Listed below are the cases usually happens during data editing process. Cannot Edit : Posted Record message pop up. Figure 32 Only Entered status data can be edited. Other status (Posted/Transferred/Void) cannot be edited. 27
28 STEP 6 : POST DATA Post single data. Steps : 1. Search the transaction. - Search the transaction that needs to be posted. Data can be search by Receipt No, Branch Receipt No, Customer ID, Customer Name, Transaction Date or Status (Entered/Posted/Transferred) (Refer Figure 22 at page 18). 2. Click on the desired transaction and hit Edit button. Then user will be redirect to a new page. 1 2 Figure Check if any of the data need to be edited. If all data is correct, hit Post button to post the data. Note : Once the data is posted, it cannot be edited. 28
29 3 Figure 34 Post by batch. 1 Figure 35 Steps : 1. Proceed to Transaction -> Post By Batch and user will be redirect to POST BY BATCH page (Refer Figure 34). 2. User may post the transaction by Receipt No, Transaction Date or Transaction Type (Receipt/Apply Document). Hit Post to post the data. 29
30 STEP 7 : SEARCH INVOICE User can search receipt invoice by entering Invoice No and click View button. 1 Figure 36 Steps : 1. Proceed to Enquiry Doc -> Search Invoice. 2. Key in the invoice number. 3. Hit View and result will appear. 2 3 Figure 37 a. Invoice Fully Paid Payment for the invoice is already settled. b. ACCPAC Invoice Not Posted This invoice is still not posted in ACCPAC system. c. Receipt Not Posted - This invoice is still not posted in this system (Status Entered ). 30
31 d. ACCPAC Receipt Not Posted This receipt is still not posted in ACCPAC system. e. Receipt Posted - This invoice is already posted in this system (Status Entered ). 31
32 STEP 8 : VIEW REPORTS There are two types of reports : Daily Bank In and Aging by Customer & SO. Daily Bank In Report 1 Figure 38 Steps: 1. Proceed to Report -> Daily Bank In Report and user will be redirect to a new page. 2. Select Date (Transaction Date) 3. Select Payment Mode (All/Cheque/Cash) 4. Select Branch 5. Hit View to view the report or Export to XLS to download the report in Excel format. Note : All types of transaction (Receipt/Prepayment/Unapplied Cash/Apply Document will appear in this report.) Figure 39 32
33 Below is the report example: Note : Only receipt with status Posted will appear in the report. Figure 40 Aging by Customer & SO Proceed to Report -> Daily Bank In Report and user will be redirect to a new page. Figure 41 Steps: 1. Key In Customer ID OR Select Origin. 2. Select Type (Details/Summary). 3. Hit View to view the report or Export to XLS to download the report in Excel format. 33
34 1 3 2 Figure 42 34
SIDC Online Application Portal
SIDC Online Application Portal Corporate Account User Guide 1. Overview... 1 2. How to Register Corporate Account?... 1 3. How to Confirm Account?... 7 4. How to Fill Application Form?... 10 4.1 Fill Application
More informationDagang Net Integrated Prepaid Payment Solution
Dagang Net Integrated Prepaid Payment Solution PREPAID USER Importers & Exporters User Manual Version 2.0 Date: 28 October 2011 Prepared By: Dagang Net Technologies Sdn Bhd Tower 3, Avenue 5, The Horizon
More informationAceLink Basic Walkthrough acelink.com
AceLink Basic Walkthrough acelink.com Ace International Holdings, Ltd. Prepared by Heather Bellis, International Retail Systems Analyst March 4, 2013 v1.0 Login 1.0 Retailers enter their email address
More informationEB Pro Batch and Single Payments V4
Batch and Single Payments To create a new batch payment: o Go to the Payments menu and select the Batch tab. You will see a list of previously created batch payments. o Click on the green plus icon labeled
More informationCS LOXINFO eservice V.1.0.2
CS LOXINFO eservice V.1.0.2 Version 1.0.2 CS LoxInfo Public Company Limited Document Details Document Name: Purpose of Document: End-User Manual Document version: V.1.0.2 Date of First Draft: 21/06/2016
More informationEntering a Standard Receipt
AR Detailed Procedure Upon receiving payment of the invoice(s), the next step would be to apply the payment against the invoice. This is done by creating a receipt. To create a receipt, follow the steps
More informationGetting Around QuickBooks Online
QuickBooks Online Student Guide Chapter 2 Getting Around QuickBooks Online Chapter 2 Chapter 2 Now that you ve finished your company setup in QuickBooks Online, you re ready to get started. It s a good
More informationDNT Prepaid Front End User Manual Version 1.0. DNT Prepaid Front End User Manual. Date Updated : 30th May Prepared By:
DNT Prepaid Front End User Manual Version 1.0 Date Updated : 30th May 2014 Prepared By: Dagang Net Technologies Sdn Bh Tower 3, Avenue 5, The Horizon Bangsar South, 59200 Kuala Lumpur. Tel :03 2730 0200
More informationPay. Quick Start Guide Sage One. Pay QUICK START GUIDE SAGE ONE
QUICK START GUIDE SAGE ONE 1 Our easy to use guide will get you up and running in no time! Index: Page: 2 Login Now 3 How to issue a service key 3 Inserting service keys into 4 Enable the Customer Zone
More informationKIS Kindergarten Integrated Platform Start-up Guide for epos
KIS Kindergarten Integrated Platform Start-up Guide for epos Before you start using epos system, please read and follow the instructions as below: (A) epos Terminal Settings : Step 1: Set up epos Terminal
More informationUtility Cashier System
Utility Cashier System CASHIER MANUAL July 29, 2012 Version 1.2 1 System Account Overview Logging into Utili.Ca$h Logging Out of Utili.Ca$h Changing your Utili.Ca$h Password Cashier Daily Processes Cash
More informationUsing the New CDSP Online epay System
Using the New CDSP Online epay System CDSP s new online payment system offers many benefits, including a comprehensive view of all invoices and payments applied to your account, the ability to use credit
More informationeway Payment Gateway Integration Guide
eway Payment Gateway Integration Guide Sage Business Cloud Accounting has integrated with eway as an online payment portal for customer invoices. You will be able to email invoices generated in Sage Business
More informationNET SUPPLY VENDOR PORTAL
NET SUPPLY VENDOR PORTAL Implementation Guide NET SUPPLY Implementation Guide Miroglio Page 1 of 21 CONTENTS PREFACE... 3 ABOUT THE FUNCTION KEYS... 4 CHAPTER 1 SYSTEM ACCESS... 5 1.1 Login... 5 1.2 Change
More informationACCEO Transphere- User Guide. User Guide. ACCEO Transphere - Acomba
User Guide ACCEO Transphere - Acomba Contents Activation... 3 Activating the Company... 4 Testing the Communication... 7 Transphere Customers... 8 Configuration... 8 Company Information... 8 Accounts Receivable...
More informationSage One eway. How do I set up Sage One with eway to accept invoice payments? eway Factsheet. Part 1 Your eway Account. 1. Sign up for an eway account
Sage One eway How do I set up Sage One with eway to accept invoice payments? Part 1 Your eway Account 1. Sign up for an eway account 2. Login to MYeWAY 3. Hover the mouse on the My Account tab located
More informationEFI Pace Accounts Receivable Module
EFI Pace Accounts Receivable Module User Quick Start Guide July 2010 Version 23.02 Copyright 2010 by Electronics for Imaging, Inc. All Rights Reserved. EFI Pace Accounts Receivable Module Administrator
More informationGift Card Instructions Daxko Spectrum
Gift Cards Gift card are good to use for a variety of reason: 1. You can track the declining balance on them. 2. You can recharge them; treat it as a cash card. The cards can be attached to a recipient.
More informationAdding and Editing Chapter and Adviser Information Logging in for the first time (Existing chapters)... 2
Chapter Advisers CONTENTS Adding and Editing Chapter and Adviser Information... 2 Logging in for the first time (Existing chapters)... 2 How to edit a chapter s information:... 2 How to view all chapter
More informationUser Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.
User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...
More informationesupplier Connection
esupplier Connection Manual Supply Management October 2016 Rev. 04 1 Table of Contents I. esupplier Connection Overview... 3 II. Work Instructions... 3 A. Getting Started... 3 1. Log In... 3 B. Navigating
More informationm360 creating invoices for tepsa products
m360 creating invoices for tepsa products 1. In m360, Quick Search to search the member. 2. After m360 has located the correct member, click on the member s ACCOUNTING tab. 3. Click ADD INVOICE. 4. If
More informationPortal Guide. Walk-through portal. Search for accounts. Entering new account/claim. Entering new account/claim - Bulk. Adding documentation - Client
Portal Guide Walk-through portal Search for accounts Entering new account/claim Entering new account/claim - Bulk Adding documentation - Client Adding documentation - Debtor Reports 1. Navigating Reports
More informationonline entries guide
online entries guide Logging in First Time User When first logging in enter the username and password provided to you. You will then be taken to a screen where you can enter a new username (or keep the
More informationSavings Central Trade Ally Online Rebate Form Training Manual
Savings Central Trade Ally Online Rebate Form Training Manual Navigating the Site URL: http://chtradeallyonline.programprocessing.com/ At the top of the page you will see a series of links: Program Home
More informationHCSS Accounting Release Notes v1.2
HCSS Accounting Release Notes v1.2 Page 1 HCSS Accounting Release Notes v1.2 1. Auto Generation of Reference Numbers This function automatically generates reference numbers for transactions. A bespoke
More informationKeep It Easy Software Cloud User Manual
Keep It Easy Software Cloud User Manual 2015 Keep It Easy Software 1 CONTENTS How to Login... 5 Functions... 5 System Preferences... 6 General... 7 Receipt Categories... 9 Expense Categories... 10 Service
More informationLogging On. From the link below, you will be able to access your eaccount. https://eaccount.ppgnet.com/bd/public/frameset_top_html.
eaccount eaccount Features Real time account balance at your fingertips Simple navigation between tabs Ability to make payments at the full account level as well as on a single job account A visual aging
More informationProcedure for Online Bill Payment & Registration of Consumers through
Procedure for Online Bill Payment & Registration of Consumers through www.apdcl.org Consumers can pay their electricity bills through our official website www.apdcl.org. The following two options are currently
More informationExpress365 Accounting User Manual
Express365 Accounting User Manual August 05 Latest Update: 9 th October 08 P a g e 46 For information about customer support, please visit our homepage at http://www.express365.com.my on the World Wide
More informationXERO SETUP GUIDE. Dave Carr
XERO SETUP GUIDE Abstract Guidelines for integrating Eazy Collect with Xero to issue invoices, collect payment by Direct Debit and reconcile payments back into Xero automatically. Dave Carr Table of Contents
More informationNCLTEC Accounting User Manual
NCLTEC Accounting User Manual Latest Update: Feb 6, 0 For information about customer support, please visit our homepage at http://www.ncltec.com on the World Wide Web. Copyright 05 NCL Energy Technology
More informationReceiving in Aggie Mart
Receiving in Aggie Mart Departments will use Aggie Mart to receive items against Purchase Orders created in Aggie Mart. Accounts Payable will pay invoices received in Aggie Mart when invoices are received.
More informationOracle isupplier Guide Migrated Suppliers
Oracle isupplier Guide Migrated Suppliers A guide to getting started Version 2 Inside this guide Logging in and Changing your Password Amending your Address Updating your Contact Details Updating your
More informationORACLE ISUPPLIER INVOICE ONLY TRAINING GUIDE. Name: Phone:
ORACLE ISUPPLIER INVOICE ONLY TRAINING GUIDE Name: Phone: email: DOCUMENT INFORMATION AND APPROVALS Version # Date Revised By Reason for change 1.0 5/01/2018 LaCynda Toups Creation of Document Page 2 of
More informationGet Qualified User Manual
MALTA ENTERPRISE Get Qualified User Manual Student Guide Contents 1. Logon... 3 2. Registration... 3 3. Profile... 3 Ongoing Applications... 3 Editing your profile... 4 Profile... 4 Account... 4 Password...
More informationUser Guide - NEFT Payment Process
User Guide - NEFT Payment Process About NEFT National Electronic Funds Transfer (NEFT) is a payment system facilitating funds transfer Customer can initiate an ETC Tag recharge transaction by selecting
More informationExport registration process
2018-19 Export registration process All growers wanting to export avocados for the 2018-19 season must be AvoGreen compliant and registered with NZ Avocado as set out in the industry Export Marketing Strategy
More informationQuick Start Guide to QCC Accounts Payable/Purchasing
Quick Start Guide to QCC Accounts Payable/Purchasing Login to QCC. Your username is ALL CAPS. 1 Print Manager/Job Menu/Utilities: Open Print Manager (LSPOOL) to view or print your reports. Remember that
More informationMV Advanced Features Overview. MV Advanced Features Workshop: Steps: 1. Logon to Multiview 1. Username: MANAGER 2. Password: manager 3.
MV Advanced Features Workshop: Ever wonder what some of the screens actually do in Multiview? Well this is the session for you! During this handson session, we'll explore some of the little used but very
More informationOnline Bill Payment and Service Portal
Online Bill Payment and Service Portal is an internet portal for customers to view invoices, create payments and view or create service tickets over the web. With customers have a secure Internet portal
More informationDepartmental Deposits CASHNet. Office of the University Bursar
Departmental Deposits CASHNet Office of the University Bursar UPDATED: 08/12/2015 Table of Contents I. Access Hokie Spa 4 II. Access CASHNet 5 III. Recording the Deposit 6 A. Add the Record 7 B. Add the
More informationWorking with Open Items
1 Customers: Using CounterPoint Working with Open Items Overview Open items are individual documents showing individual transactions that have occurred for specific A/R charge customers. Open items can
More informationInvoice 13 Pro Outline
Invoice 13 Pro Outline Invoice 13 Pro is a feature rich productivity tool for the small business or company from 1 to 30 users. It is notjust an Invoicing software. It is in fact an Invoicing, Accounts
More informationTSSA PORTAL TRAINING GUIDE
TSSA PORTAL TRAINING GUIDE Owner Processes Page 0 Table of Contents Contents 1.1 Redeem Invitation... 2 1.2 Reset Password... 5 1.3 Manage Profile... 7 2.1 View Your Record(s) of Inspection... 8 2.2 Validate
More informationStep 1 Enter Personal Details. Fields marked with an asterisk (*) are required fields.
There are in total 7 steps for this online registration. Please DO NOT close your browser during the registration process as it will cause errors. When your registration is completed, an acknowledgement
More informationGleeson College Ecommerce Portal Instructions
Hello Parents, These instructions will guide you through purchasing your child s Tablet or Notebook device, Device Insurance, and Additional Accessories. We look forward to assisting you. Registration
More informationShelbyNext Financials Portal
How To Use ShelbyNext Financials Portal Updated: 6/21/2016 2016 Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders.
More informationShow Instructions. For Festivals. Version 1.2
For Festivals Version 1.2 Table of Contents Page 03 03 Section Add Shows Create a New Show, Enter Show Details 04-05 04 05 Add Artists Create a New Artist Enter Artist Details 06 06 Editing Edit Show,
More informationHow to Register and Pay for BEST Center Classes Online
How to Register and Pay for BEST Center Classes Online Welcome to our new online registration system for The BEST Center at Genesee Community College! All of our scheduled noncredit classes are listed
More informationI-SUPPLIER MODULE. isupplier Module
I-SUPPLIER MODULE isupplier Module Authored by: Kiran Katti Version: 1.1 Date: 06-January-2015 Table of Contents Terms Used in the User Manual:... 2 Introduction to isupplier... 4 Requirements/Software
More informationKSC Website Manual 1
KSC Website Manual 1 KSC Website Manual is the introduction to KSC website and how to manage KSC Broadband Internet account via KSC website as following information; 1. Introduction to KSC website 2. Home
More informationGovernment of Haryana. IFHRMIS Payment USER Manual
Government of Haryana IFHRMIS Payment USER Manual Document Control Document Title: OTIS User Manual for IFHRMIS Document Status: Final Abstract: This document details out the usage and describes the features
More informationMagento 2 User Guide March 11, 2018
Magento 2 User Guide March 11, 2018 Getting Started Logging in to your Magento 2 Admin Panel Once your account has been set up, you can access the Plugin through your Internet browser. To log in: 1. Use
More informationBidvest Bank Personal Internet Banking User Manual
Bidvest Bank Personal Internet Banking User Manual October 2016 Contents 1. INTRODUCTION... 4 1.1 Applying for Internet Banking... 4 2. MAINTAIN YOUR USERNAME, PASSWORD AND PIN... 5 2.1 Forgotten username...
More informationEMPHASYS SOFTWARE PARTNER PORTAL LANDLORD USER GUIDE
EMPHASYS SOFTWARE PARTNER PORTAL LANDLORD USER GUIDE i Table of Contents Create an Account & Login 3 View Your Families 7 View Your Units 8 View Your Payments 9 View Holds and Abatements 10 Communications
More informationShort-Term Rental Application Guide Please visit for more STR-related information
Short-Term Rental Application Guide Please visit www.denvergov.org/shorttermrentals for more STR-related information Step 1: Obtain A Denver Lodger s Tax ID # Go to www.denvergov.org/ebiz/_/ or visit the
More informationHow to re-send an Gift Voucher
Page 1 of 7 If a buyer selects Email as the delivery method for their Gift Voucher an email containing a Gift Voucher Link is automatically sent from our system at the end of the sale. Email is a free
More informationXifin Client Portal User s Guide Version 1.0. January 2018
Xifin Client Portal User s Guide Version 1.0 January 2018 Table of Contents Getting Started... 3 Contacting Allina Health Laboratory Billing... 3 Xifin Client Portal Information... 3 Logging in to Xifin
More informationFirstView. Merchant User Guide. Version 1.0. FirstView Merchant User Guide
FirstView Merchant User Guide Version 1.0 Document Control Document ID Version Author/Editor Date Original Draft 1.0 Dan Gill 7/26/2018 Copyright 2018 First American Payment Systems, L.P. All rights reserved.
More informationCheckNet Users Manual
CheckNet Users Manual Table of Contents Chapter 1: Logging In Logging In... 3 Forgot Password... 4 Remembering Password Using Hint... 4 Forgot Password Using E-Mail... 4 Initial Log In - Updating User
More informationGuidelines on Dormant Accounts Web Reporting System
The Central Bank of The Bahamas Guidelines on Dormant Accounts Web Reporting System January, 2009 Page 1 Introduction The Central Bank of The Bahamas Dormant Accounts Reporting System (CBOB DARS) is a
More informationYour Guide to Merchant Online
Your Guide to Merchant Online Merchant Online User Guide Contents 1 Introduction... 2 2 Using the Merchant Online Portal... 2 2.1 Signing In for the First Time... 2 2.2 Updating Your Information... 4 2.2.1
More informationOnline Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE
Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE Contents Getting Started...1 Technical Requirements...1 Contact Us...1 Overview...2 Wholesale Lockbox Web Application... 2 Features... 2
More informationMecWise Accounting Getting Started Kit
MecWise Accounting Getting Started Kit Last updated on: 10/14/2009 Getting Started How do I start enjoying MecWise Accounting? 1.1 Be familiar with the toolbar icons. 1.2 To maintain the company s basic
More informationUser Documentation for School Activity Funds Accounting
User Documentation for School Activity Funds Accounting By: Applied Business Services, Inc. 800 S. Frederick Avenue, Suite 101 Gaithersburg, MD 20877 1-800-451-7447 ext. 130 www.appliedbusinessservices.com
More informationBusiness Portals Guide
Business Portals Guide The ZipLine (NPCA) Business Portals are three web sites that allow a merchant to launch a payment card program to local businesses. The businesses can save on each transaction by
More informationHow Do I Use the Patient Payment Manager (PPM) for Automated Payments?
How Do I Use the Patient Payment Manager (PPM) for Automated Payments? The PPM is an automated payment system that is tied to your merchant account with BancTek. Once you receive your merchant account
More information(SM) User Guide. For Schools ************************************************************************* SchoolMagica.com
SchoolMagica (SM) User Guide For Schools ************************************************************************* Table of Contents Start using SchoolMagica:... 3 Login Screen:... 4 Settings:... 5 Payment
More informationRe-registering and Adding a New Facility in ReposiTrak
Re-registering and Adding a New Facility in ReposiTrak Contents Logging in to ReposiTrak... 2 Re-registering in ReposiTrak... 4 Adding and Registering a New Facility in ReposiTrak... 8 Wire Transfer Instructions
More informationAccounts Payable Vendor Portal Vendor Functions. https://extra-na.continental-corporation.com/apportal/
Vendor Functions https://extra-na.continental-corporation.com/apportal/ Login When first opening the Accounts Payable Portal you will be prompted to login with a Vendor Number and Password. If you do not
More informationEMPLOYEE WEBSITE NAVIGATION MANUAL
EMPLOYEE WEBSITE NAVIGATION MANUAL Table of Contents Table of Contents... 2 Web Map... 3 Log on to Employee Share Plan Website... 4 PIN Reset Self-Service... 8 View and Change Personal Details... 10 Update
More informationInvoice Gateway Customer Enrollment
Invoice Gateway Customer Enrollment Billtrust is the Stock Building Supply provider of Statement and Invoice delivery. They also host our Customer Portal where you can view your invoices and statements
More informationShow Instructions. For Venues. Version 1.1
For Venues Version 1.1 Table of Contents Page 03-06 03 03 04-06 Section Add Shows Create a New Show Enter Show Details Add Multiple Artists 07-09 07 08 08 08 09 Add Artist Merch Artist Merch Items Sizes
More informationOnline Registration Management Guide
Online Registration Management Guide For Extension Registration Managers Penn State College of Agricultural Sciences, Online Registration Management System 10/27/2014 This document is intended to provide
More informationWeb Departmental Deposits
Web Departmental Deposits Accounts Receivable Financial Operations and Business Technology Wichita State University Ext. 3070 wsuaccountsreceivable@wichita.edu Room 201 Jardine Hall Page 1 Revised, January
More informationFlex Reg For Learning & Development and Wellness programs
Flex Reg For Learning & Development and Wellness programs Office of Human Resources 08/01/2014 Table of Contents General Information... 2 Logging In to Flex Reg... 3 Search Courses and Build Schedule...
More informationQUICK GUIDE FOR CBA ACCELERATOR CASH ACCOUNT AND TERM DEPOSIT PORTAL
QUICK GUIDE FOR CBA ACCELERATOR CASH ACCOUNT AND TERM DEPOSIT PORTAL TABLE OF CONTENTS 01 Login to the CommSec Adviser Services Website 3 02 Adding a New Cash Client 4 03 Locating a Cash Client 5 04 Locating
More informationHR21 USER MANUAL EMPLOYEE & MANAGER
HR21 USER MANUAL EMPLOYEE & MANAGER Document: HR21 User Manual Employee & Manager Page 1 of 49 Table of Contents HR21 USER MANUAL... 1 EMPLOYEE & MANAGER... 1 HR21 USER MANUAL EMPLOYEE... 3 LOGIN PAGE
More informationCustomer Account Center User Manual
Customer Account Center User Manual 1 P age Customer Account Center User Manual Contents Creating an Account & Signing In... 3 Navigating the Customer Account Center Dashboard... 7 Account Information...
More informationMBTA Student Pass Program User Guide
MBTA Student Pass Program User Guide MBTA Student Pass Program Service 617-222-5710 studentpassprogram@mbta.com Monday through Friday 7AM to 3PM EST 1 Table of Contents 1 Overview... 2 2 Registration...
More informationRWANDA DEVELOPMENT BOARD TOURISM LICENSING SYSTEM
RWANDA DEVELOPMENT BOARD TOURISM LICENSING SYSTEM FRONTEND USER MANUAL 1 P a g e Contents 1.1 ACCESSING THE SYSTEM... 3 1.2 REGISTRATION... 3 1.3 LOGGING IN... 4 1. 4 DASHBOARD... 5 1.5 LOGGING OUT...
More informationREFERENCE GUIDE MAGELLAN HUB. Magellan Hub User Registration. Magellan Hub Login FOR THE USE OF MORTGAGE INTERMEDIARIES ONLY.
FOR THE USE OF MORTGAGE INTERMEDIARIES ONLY. REFERENCE GUIDE MAGELLAN HUB Magellan Hub User Registration To register for the Hub click here: https://registration.magellanhomeloans.co.uk to complete our
More informationRELEASE NOTES: FEBRUARY 23, 2016
RELEASE NOTES: 2.16.01 FEBRUARY 23, 2016 Highlights from this release Report Criteria Favourites Change Name on WO/LOT/INV with blend Save report criteria so you can run it the same way next time. Read
More informationRedditch NCT Nearly New Sale Registration Process & Label Creation
Redditch NCT Nearly New Sale Registration Process & Label Creation Please ensure that you have read our sellers pack as found on our branch pages of the NCT Website and understand the requirements to sell
More informationWeb application guide for customers
Web application guide for customers Direct Mortgage Capital AS, 2017 Table of Contents The purpose of this manual... 3 Start screen... 4 Loan Pre-Approval Application... 5 Step One (Loan and property details)...
More informationDagang Net Payment System (mypayment)
Dagang Net Payment System (mypayment) mypayment -Consignee Module User Manual Prepared by Dagang Net Technologies Sdn Bhd Version 1.0 19 June 2015 Table of Content Section 1. Introduction... 3 1.1. What
More informationContents. This manual is a work in progress. If you see procedures that could be improved, please your suggestions to
This manual is a work in progress. If you see procedures that could be improved, please email your suggestions to MSUEVend@anr.msu.edu The directions in this manual are compatible with the ipad app with
More informationSage 300. Sage CRM 2018 Integration Upgrade Guide. October 2017
Sage 300 Sage CRM 2018 Integration Upgrade Guide October 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product
More informationIsi Net User Manual for Bank customers
1 Table of Contents 1 Introduction and overview... 4 1.1 Isi Net User Types... 4 1.2 Accessing the Isi Net service... 5 1.2.1 User Login... 5 1.2.2 User Logout... 7 1.3 User Interface... 7 1.3.1 Menus...
More informationMANUAL. Road User Portal (RUP) - Top up your On Board Unit (OBU) In case of additional questions contact Satellic Customer Support on
MANUAL Road User Portal (RUP) - Top up your On Board Unit (OBU) In case of additional questions contact Satellic Customer Support on 00800/72 83 55 42 (From Belgium and neighboring countries) or +32 2
More informationCheck for Expired Credit Cards 2 Setup Products / Subscription 2 Setup Shipping Templates 2
Wine Direct 4.1 Wine Club Fulfillment Quick Steps Wine Club Preparation Page Check for Expired Credit Cards 2 Setup Products / Subscription 2 Setup Shipping Templates 2 Fulfillment Processing Verify Wine
More information1 Copyright FATbit Technologies. All Rights Reserved.
Contents 1.0 Affiliate Module... 2 1.1 Registration... 3 2.0 Sharing... 5 3.0 Profile... 5 3.1 My Account... 6 3.1.1 My Account... 6 3.1.2 Payment Information... 8 3.2 My Credits... 9 3.3 Change Password...
More informationCenter for Science Outreach Public View
Vanderbilt University Center for Science Outreach Public View Destiny One Page 1 Contents Create a Student Profile/Account... 3 Browse for a Course... 5 Register for a Course and Checkout... 7 Page 2 Create
More informationStudent- User manual
Student- User manual Link for checking result on portal in production system is given below: http://svkmepdbci.svkm.ac.in:50100/irj/portal Login ID: will be the 11 digit SAP Student Number allotted to
More informationONLINE REGISTRATION SYSTEM UPDATE INSTRUCTIONS
ONLINE REGISTRATION SYSTEM UPDATE INSTRUCTIONS June, 2013 This instruction manual has been written by the Little Athletics NSW. No part of this manual may be reproduced without the written permission from
More informationHello Paisa Online Remittance Portal (HPORP) Version 1.0 User Guide
Hello Paisa Online Remittance Portal (HPORP) Version 1.0 User Guide A Table of Contents 1. Introduction 3 2. Login 3 3. Registration 4 3.1 Login Details 4 3.2 Personal Information 4 3.3 Contact Information
More informationNHS Shared Business Services einvoicing Information Guide for Suppliers
NHS Shared Business Services einvoicing Information Guide for Suppliers NHS SBS has partnered with Tradeshift to enable us to move from paper based operations to electronic invoicing. This is a significant
More informationireceivables Tutorial
ireceivables Tutorial January, 2013 TABLE OF CONTENT What is ireceivables 2 Getting Started 2 ireceivables Homepage 4 Login 5 Navigating ireceivables 7 Main Menu 7 View and Manage Invoices 8 Account Details
More informationLawnet Portal User Manual
Lawnet Portal User Manual PERCETAKAN NASIONAL MALAYSIA BERHAD Unit Lawnet Jalan Chan Sow Lin 50554 Kuala Lumpur Phone : 03-92366917/18 Fax : 03-92220732 cservice@printnasional.com.my 2 LAWNET PORTAL USER
More information