QuickStart Training Guide: The Accounting Review Role

Size: px
Start display at page:

Download "QuickStart Training Guide: The Accounting Review Role"

Transcription

1 Accounting Review Role Final Approval of Expense Reports If you are an Accountant who is using ExpensAble Corporate to make final approval of employees expense reports, this information is for you. This QuickStart Training Guide will walk you through an overview on how to use ExpensAble Corporate to approve or reject employees expenses. This QuickStart Training Guide discusses the following topics: Contents Accounting Review Role Final Approval of Expense Reports... 1 User Support... 2 Useful Login Tips... 2 Logging into ExpensAble Corporate... 2 The Overview Home page... 4 Accessing the Accounting Functions... 4 Reviewing an Expense Report... 6 Viewing Report and Receipts Attached to Report Viewing Report and Line Item Receipts Issues to Consider When Approving or Rejecting Expense Reports Accounting Spot Audit Feature Accounting Batch and Export Creating a Batch To Create a Batch of Expense Reports Exporting the Batch File Editing a Batch Removing Report(s) from the Batch Exporting a Batch Notes on Batch File Formats Notes on Saving Export Files Accounting Analysis Reports Accounting Show Me Reports This QuickStart Training Guide is an overview, not a detailed training document. If you need more assistance, contact your ExpensAble Corporate Administrator to obtain additional training and documentation. This QuickStart Training Guide assumes familiarity with using a personal computer and accessing our website via the Internet. Copyright ExpensAble

2 If you are not comfortable with any of these skills, please talk with your manager about receiving training before using ExpensAble Corporate. Your company may have produced its own instructions of how they want you to use ExpensAble Corporate. Please read those instructions in addition to this QuickStart Training Guide. User Support For Accounting Roles, if you need assistance please contact our support team at Insperity. Insperity Expense Management toll-free number: (888) Insperity Expense Management support Useful Login Tips ExpensAble Enterprise is designed to be intuitive and easy to use. Here are some useful tips to get you started. Internet Explorer is the recommended browser for Windows users Safari is the recommended browser for Mac users Server.expensable.com must be enabled to allow pop-ups in all pop-up blocker programs on your computer. Add the Login Page to your Favorites or Bookmarks, and copy it to your Desktop for immediate access. Click the Remember Me checkbox to save and pre-populate your Company Id and User Id next time you visit the site. Logging into ExpensAble Corporate To log into ExpensAble Corporate, you will need your Company ID, your User ID and your Password. Your company s ExpensAble Corporate administrator will provide this information. Copyright ExpensAble

3 1. Open a browser and go to gnin (1) Click on ExpensAble (2) Note: Add this URL to your Favorites or Bookmarks for fast access next time. 2. Log into ExpensAble Corporate by entering your: Company ID Username Password Click Sign In Note: Select Remember Me checkbox and the Company and Username will prepopulate for you Copyright ExpensAble

4 3. The Overview page is displayed The Overview Home page The Overview Home page is the launch area for all actions in ExpensAble Corporate. Expense reports can be reviewed, approved, forwarded or rejected from the Overview. Links to other functionality (as determined by the roles you are assigned) are also displayed here. Additional functionality for the Accounting role includes Spot Audit and viewing Show Me and Analysis Reports. The number of expense reports awaiting your review is displayed in line with the Accounting Review action link. Clicking the Accounting menu gives you the option of navigating to the review list, batches or spot audit. Accessing the Accounting Functions In the role of Accounting Reviewer, one of your primary duties is to review employee expense reports and approve them for payment or reject them. As the Accounting Reviewer, you are the last person in the routing process for expense reports. When an employee submits an expense report, ExpensAble Corporate automatically routes the report to that employee s designated manager(s) or approver for the manager s review. The manager can decide to approve the report and send it along for reimbursement (or the next level of manager review) or reject the report and send it back to the employee for modifications. After the last manager in the approval routing approves the report, it comes to the Accounting Reviewer, for the final review. Every time an expense report is sent for your review, you will receive an notification. Copyright ExpensAble

5 But the role of Accounting doesn t stop there. Accounting also has the ability to batch and export expense report data, run analysis and Show Me reports and use Spot Audit for further expense report diligence. 1. Click the Accounting Review action link located within the Accounting Information section of the Overview screen or click the Accounting menu. You can also navigate directly to batching and spot audit using the action links Create, View and Spot Audit Copyright ExpensAble

6 2. The links to the main Accounting functions are on the left of the screen. Review (current screen) expense reports are reviewed, rejected, approved for payment or approved pending receipts. Batches displays a list of expense report batches that are either ready for export (Pending Action), already exported (Exported) or both (All) depending on the viewing filter selected. New Batch displays a list of all expense reports Approved for Payment but not yet batched. All batches are created from this screen. Spot Audit All reports, regardless of status can be searched for and accessed from this screen. Reports Pending Approval may also be moved into Accounting Review for final approval in cases where reimbursement needs to be expedited. Reviewing an Expense Report Click on the Accounting Review action link in the Overview screen to view any expense reports awaiting your approval. Open the report by clicking on the highlighted expense report name. Use the Expenses tab to view detailed information. Select Approve, Forward, or Reject. If you choose to reject a report, a comment is required to alert the submitter of the changes necessary for processing. If you approve the report, ExpensAble Corporate will automatically route the expense report to the New Batches screen. If you reject the report, ExpensAble Corporate will automatically route the expense report back to the employee so the required changes can be made. A comment is required. Copyright ExpensAble

7 If you forward the report, a comment is required to alert the person receiving the report as to why they are receiving the report. An Expense report can only be approved or rejected in total. You cannot approve or reject the employee s travel expenses on an item-by-item basis. 1. Click the Review link. Each manager approved Expense Report will be a single line item on the screen. Click on any column header to sort the report list by the data in the column. Use the alpha-bar at the bottom to display only reports from employees with last names beginning with the letter selected. Note: the icon indicates that a note(s) have been entered onto the expense report. Columns Explained: - Select box. Check the box and all reports in the list will be selected. Note: The checkboxes will only be displayed if the Quick Approve feature is turned on.! Indicates if a travel and expense policy was violated. Click icon to view the policy violation. Date Date the expense report was created Amount Sum total of all expenses on the expense report Employee The person who submitted the report Tracking Number The user s login ID followed by a system generated report number - hover the mouse over the icon to see the status of the expense report. - Indicates if receipts are attached to the expense report. Click the icon to display the attachment. Copyright ExpensAble

8 2. Click the Tracking Number of the report to be reviewed. 3. The Expenses tab provides the list of expenses submitted in the specific report. The List of Expenses can be sorted by Date, Expense Type, Amount, Payment Method, or Merchant, by clicking on the appropriate column heading. Click on the Expense Type link to drill in further. Hint: The Rcpt column checkboxes are used to check off an expense once its receipt is verified. Click Save Receipts State when done. Copyright ExpensAble

9 4. Accounting has the ability to edit some specific fields: Expense Type Billable checkbox Merchant Department Bill-To Item (CCI) Description Remember to click the Update Button if you make any changes. 5. The Status tab displays the current status of the report. It also provides a history of the routing information including the name(s) of those individuals the report was routed to, the date this was done, the actions taken, and any comments they may have entered. Also includes any rejections, forwards or batching action. Copyright ExpensAble

10 6. Click the Summary tab to display totals vs. individual expense items, reimbursable vs. non-reimbursable, the report header information and descriptions for any policy violations. 7. The Review buttons at the bottom of the screen provide the actions described in the table below. Toolbar Icons for Accounting Review: Click to review receipts attached to expense report. Click to see all expense data in a standard report format. Click to see notes made on expense report. Action Description Notes Copyright ExpensAble

11 Comments Approve for Payment Approve Pending Receipts Forward Reject Cancel Any report can contain an optional comment. Report is approved and ready to be batched and then exported. Clicking this action moves the report from Review to the New Batch screen Report will remain in the accounting queue until the receipts are received, then must be final approved. The report cannot be batched in this status Report is forwarded to the selected Approver, for approval. This action requires a comment be entered. Expense Report is returned to Employee, who is notified of the rejection via . This action requires a comment be entered. Returns user to the Accounting Review screen Only Forward and Reject require a comment be entered. Once the expense report is approved, the employee will receive an with the subject title, expense report approved. The contents of the will include: the traveler s name, envelope name, tracking number, submission date, report status and comments. The report status (left most column on the Accounting work list page) will change from In Accounting Review to Pending Receipts. The submitter will receive the same message as above; however, the Report Status will display Pending Receipts. A comment must be entered, preferably explaining why the report is being forwarded to the Approver. A comment must be entered, preferably explaining why the report was rejected, so the submitter knows what to correct. Viewing Report and Receipts Attached to Report Experience has shown that there is a procedure that was found to be helpful when reviewing reports and receipts attached to the report. We have included it here: Copyright ExpensAble

12 1. Open Expense Report to be reviewed by clicking the Tracking Number 2. Once the report opens, click the Attachment icon in the toolbar to verify receipts Copyright ExpensAble

13 3. Re-size and position both windows so you can easily click on other attachments (1), visibly compare the details of the expense item and the receipt (2) and when verified, check the checkmark in the Receipt column (3). Repeat as necessary for all receipts. When done, click Save Receipts Status button (4). Viewing Report and Line Item Receipts Experience has shown that there is a procedure that was found to be helpful when reviewing reports and receipts attached to the expense. We have included it here: 1. Open Expense Report to be reviewed by clicking the Tracking Number Copyright ExpensAble

14 2. Once the report opens, Resize the screen so it is larger (1). Hover the mouse pointer over each of the red paperclip icons to view the receipt attached to the expense (2). Click and drag the top of the receipt down so you can view the expense and receipt at the same time (3). Repeat hover and move of receipt for each expense in the report. Note: You can zoom, pan, move, detach and resize the receipt image viewer. Hint: You can click on the red icon to display the receipt in a separate browser window. Issues to Consider When Approving or Rejecting Expense Reports An expense report may be marked with one or more policy warning flags, displayed as an exclamation point on the Approval screen. This indicates that one or more items in the report do not conform to the travel expense policy standards established by your company in ExpensAble Corporate. These warning flags are there to alert you of discrepancies with the travel expense policy standards. To view the policy violations, click on the expense report from the approval screen. When the report is displayed, click the Summary tab. The violation information is located at the bottom of the Summary screen. An expense report can be approved with warning flags. If you have concerns about travel expense policies, you may want to discuss them with your company s travel expense administrator. If your company decides to change their travel expense policies, ExpensAble Corporate can easily be updated to match the new policies. Copyright ExpensAble

15 Accounting Spot Audit Feature Spot Audit allows you to search for and view any and all expense reports whether in process or batched and exported. Search by a multitude of parameters such as Employee, Status, Tracking Number, Date Range, Amount, and Batch ID, Approver, Department, Bill To or All parameters. The sort order can be changed by clicking the column headers in the results list. Spot Audit is also where you mark reports as paid, if you did not do so during batch export. Remember to click the Update Status button afterwards. You can also drill down to the details of a report, make changes and re-export. 1. Click the Spot Audit action link located within the Accounting Information section of the Overview screen Copyright ExpensAble

16 2. The Spot Audit screen is displayed. Select the Search By and the other options will update dynamically based on the Search By selection. Select Search By - 3. Select Search By includes: Select All Tracking Number Batch ID Department Bill To Employee Date Range Amount Approver Note: The select drop-downs and entry fields are dynamic and change based on what is selected in the Select Search By drop-down. Copyright ExpensAble

17 4. Select Search By: Select All Once selected, choose a status from the list and the year to search within. Click Display List when ready. In Progress: Report has not been submitted Pending Approval: Report is in an approver s approval list. Accounting Review: Report is in Accounting Review Apvd Pending Receipts: Accounting has approved the report for payment, but will not process it until all receipts have been attached or received Approved For Payment: Report is in the Accounting New Batch list waiting to batched Batched: Report has been batched Exported : Report batch has been exported Paid Reports: Payment has been processed Rejected: Report has been returned to the submitter for corrections Copyright ExpensAble

18 5. Select Search By: Tracking Number Once selected, type a few letters, numbers or more than a few of each to limit the search results. Click Display List when ready. 6. Select Search By: Batch ID Once selected, choose a status from the list; enter a search string if desired and the year to search within. Click Display List when ready. Copyright ExpensAble

19 7. Select Search By: Department Once selected, choose a status from the list, then select the Department to search within and the year. Click Display List when ready. Click the white up/down arrows to scroll the SmartList. 8. Select Search By: Bill To Once selected, choose a status from the list, and then select the Bill To to search for and the year. Click Display List when ready. Copyright ExpensAble

20 9. Select Search By: Employee Once selected, choose a status from the list, and then select the Employee to search for and the year. Click Display List when ready. 10. Select Search By: Date Range Once selected, choose a status from the list, then select the Date Range for the search and the year. Click Display List when ready. Copyright ExpensAble

21 11. Select Search By: Amount Once selected, choose a report status from the list, then enter the minimum and maximum amounts as the range for the search and select the year. Click Display List when ready. 12. Select Search By: Approver Once selected, choose a report status from the list, then select the Approver being searched for in the Approved By list and select the year. Click Display List when ready. Only users assigned to the Approver role will appear in the Approved By list. Copyright ExpensAble

22 13. Once the search returns results, you can click on the tracking number to review details of the report and/or use the checkboxes to mark report(s) as Paid. Copyright ExpensAble

23 14. Note: if you click on the tracking number for a report that is in Pending Approval status, the report will also show a Send to Accounting Review button. The Send to Accounting Review button will move the report out of the normal approval process and directly into Accounting Review for final approval. This may be helpful when expediting an employee s reimbursement. Normal batching and exporting can continue and include this report. Accounting Batch and Export Once expense reports have been approved for payment it is important to put all the expense reports and their data together into one file (batch file) and then export and convert that batch file Copyright ExpensAble

24 data so that is can be imported into your 3 rd party systems (e.g. Accounting, ACH, Payroll). Each desired import will require a custom translator file created by ExpensAble Implementation. So if you have 2 systems that you need to import expense data into, two custom translator files would have been created for you and you would export the expense report data (batch file) two separate times; one export using one translator file and the second using a different translator file. ExpensAble makes this easy by presenting the different translator files during export. Just select the translator and export. Creating a Batch The Batch process merges expense data from multiple expense reports into a single file. The batch allows the Accountant to move larger amounts of data from ExpensAble Corporate into another system without having to work with each individual expense report separately. Once a batch file is created, it can then be further processed to generate multiple Export files. Export files are re-formatted into files of expense data that can be successfully imported into 3 rd party Accounting and Payroll systems, etc. By creating batches, Accounting Reviewers are able to combine multiple expense reports into a single file of expense data which can later be exported to a file for use with an outside system. To Create a Batch of Expense Reports 1. Log into ExpensAble Corporate. 2. Click the Create a new Batch link from the Overview screen. 3. A screen appears with all the expense reports you can add to a batch file. 4. Select the reports you want to add to the batch file by clicking the checkboxes in the Select column. Hint: click the word Select to select all reports. 5. Click on the Create Batch button. 6. Click OK when asked if you are sure you want to batch selected expense reports. 7. Write down the New Batch ID Number displayed then click Ok. Notes: The more reports you select for inclusion in a batch, the longer the batch process will take to run. Some customers choose to batch their reports via the Reimbursement Method drop-down at the top of the list. Only expense reports which have been approved for payment can be grouped into a batch file and any expense report already contained in a batch cannot be added to another batch. The batch ID will always contain the date in which the batch was created. Additionally, there will be a sequential number following the date and finally it will contain the Reimbursement Method. For example, if today is April 5, 2010 and the first batch of the day Copyright ExpensAble

25 was created based on the Direct Deposit reimbursement method, it will be named Direct Deposit Batch ID Name Description Example Date (first 6 digits) Batch Sequence Number (7 th digit) Reimbursement Method (added to end of numeric ID) Entire name given to the created batch. Includes Date, Sequence and Reimbursement Method Date the batch was created. The batch in example was created April 5, A number that increments each time a batch is created on the same day. The batch in example is the 2 nd batch created that day. If a method was selected to filter the list before creating the batch, that method will be displayed at the end of the Batch ID. If the list was not filtered and contains multiple reimbursement methods the text will display Several Several Several Several Several Exporting the Batch File By exporting the batch files, Accounting Reviewers may save data generated within ExpensAble Corporate to files which can then be imported into your company s Accounting Suite for further processing and payment distribution. Exporting is discussed later in this guide. Editing a Batch On occasion it may be necessary to remove an expense report(s) from an existing batch so further processing can be completed (e.g. missing receipts were sent, pre-mature approval, etc.). Expense Reports can be removed from a created Batch as long as the batch was not sent to one of ExpensAble s partners for actual processing (e.g. ACH Reimbursement or American Express Corporate Card Payment Service). Currently the only edit that can be accomplished with a batch is the removal of expense report(s). Removing Report(s) from the Batch To remove one or more expense reports from a batch follow these instructions: 1. Log into ExpensAble Corporate. 2. Click the View all Batches link from the Overview screen. 3. A screen displays all batches previously created. By default they are filtered by Exported, use the Select drop-down to change the filter if desired. 4. Select the batch to be edited and click on the Batch ID to drill in. Copyright ExpensAble

26 5. Use the Select checkboxes to select the report(s) to be removed from the batch. 6. Click the Remove button. 7. The system will process the request and once complete the screen will refresh and display the same Batch ID but the Batch ID will no longer be a navigation link and the green checkmark will change to a blue arrow (indicating that the batch needs to be re-created). 8. Click the blue arrow icon to re-generate the batch. 9. The removed expense report(s) will be placed back into Accounting Review. Click Report(s) in Accounting Review link on the Overview screen to see the removed report(s). Exporting a Batch The export of a batch really only takes the expense data included in the batch and writes it to a new file using the file format selected prior to export. Each format is unique. Years ago, ASCII and CSV were popular format types. More recently, XML has become a more common format. The format you choose should involve an understanding of what format your 3 rd party accounting or other system supports. In many cases, the export is not the end. Most customers typically require the 3 rd party system to be customized for their use. This means that the exported file needs to be manipulated so that the data contained in the file matches or lines up with the data structure of the 3 rd party system. The export just dumps the data into a common format recognized by the 3 rd party system. It doesn t align the data fields, remove unnecessary data or append data. For example, City is a field in the batch file and if a city was entered during expense entry, it will be found in the batch file. But, let s say that the 3 rd party system doesn t have a field for city. The field city is not required to be included in the export and should be removed. This important step was accomplished during Implementation. Your ExpensAble Implementation team created custom translator files (.XSLT) that further edit the expense data exported making it exactly right for import into the 3 rd party system. When the batch file is exported, it is automatically converted to the right format and mapping required by the 3 rd party system during the export when the Accounting Review role selects the appropriate export file(s) to generate. The end result is the exact format and data that your 3 rd party system requires for import. 1. Log into ExpensAble Corporate. 2. Click the View all Batches link from the Overview screen. 3. Select Pending Action from the Select drop-down filter at the top of the list to find to batch to be exported. 4. Click the Batch ID link of the batch you wish to export to drill into the batch. 5. Verify that the batch displayed is the batch you wish to export then select the appropriate export format (see details below) from the drop-down list. Copyright ExpensAble

27 6. Click the Export button and select the appropriate options for the format chosen. 7. The Save As dialog box displays. You must now determine where you would like to save the file. Select the location on your local or networked drive where you would like this file to reside, then name and save the file. Be sure to note the name and where you are saving the file as you will need to locate it so you can import it into your accounting, ACH and/or payroll solutions. Notes on Batch File Formats During Implementation custom export formats were defined and created for your company. When ready to export, simply select the export format you want and wait for the file transformation to complete. The exported file should map directly into your 3 rd party system. Additionally, there are several other generic options to select from: 1. Standard Export (ASCII) - basic text file format separating data by lines 2. Standard Transactional (CSV) - file format separating data by commas 3. Standard XML - file format using tag based delineation of data 4. QuickBooks IIF - file formatted for specific use with QuickBooks import requirements. 5. QuickBooks 2003 above file formatted for specific use with QuickBooks 2003 and above Notes on Saving Export Files Batches can be exported multiple times. It is important to keep a record of which files have been downloaded to avoid duplicate file exports Exported files are given the same name as the batch id. The batch id is generated based on the date of the batch creation (see table on page 25) Accounting Analysis Reports The Analysis reports are tools you can use to analyze your company s expenses quickly and easily. Copyright ExpensAble

28 1. From the Overview screen, click the Analysis Reports icon at the bottom of the screen. An alternative is to select Analysis Reports from the Analysis menu. 2. Choose the type of report to display from the Select a report format: drop-down list. Select other parameters as determined by the report format selected. Click Back to reset the screen back to default. Copyright ExpensAble

29 3. Click Generate Report to view the report in a browser. 4. Click Generate in Excel to save the file and view it in Excel. Copyright ExpensAble

30 Accounting Show Me Reports The Show Me reports are tools you can use to analyze your company s expenses quickly and easily. The data for Show Me reports is generated once a month at the end of the month. This allows the pre-defined graphic and text based reports to provide good insight as well as performance. 1. From the Overview screen, click the Show Me Departments or Show Me Categories icon at the bottom of the screen. An alternative is to select Show Me Reports from the Analysis menu. Copyright ExpensAble

31 2. Once the browser appears with the chart displayed, click the Hints and Legend link to find out more about using Show Me Reports. The chart is drillable. You can click on a section of the chart and a new window will appear displaying the data related to the section clicked on. Copyright ExpensAble

32 3. The second level of the Show Me Reports provides both the graphical and raw data elements. Once again, click the Hints and Legend link to find out more about level 2 reports. Data can also be exported to Excel for further processing. Copyright ExpensAble

User Guide for PGA Tour: The Submitter Role

User Guide for PGA Tour: The Submitter Role User Guide for PGA Tour: For Employees who Submit their Expenses with ExpensAble Corporate If you are an employee who is using ExpensAble Corporate to submit your travel & entertainment expenses, this

More information

Expense Approvals on Nexonia s Web Application

Expense Approvals on Nexonia s Web Application Expense Approvals on Nexonia s Web Application Expense Approvals on Web Nexonia Expenses on the web gives approvers the ability to review expenses submitted to them for approval. You can review submitted

More information

7.0.5 EXPENSABLE ENTERPRISE ADMINISTRATION FEATURES EXPENSABLE ENTERPRISE EXPENSE REPORT FEATURES... 18

7.0.5 EXPENSABLE ENTERPRISE ADMINISTRATION FEATURES EXPENSABLE ENTERPRISE EXPENSE REPORT FEATURES... 18 Release 7.0.5 Notes December 19, 2005 7.0.5 EXPENSABLE ENTERPRISE ADMINISTRATION FEATURES... 2 ADMINISTRATION HOME SCREEN... 2 COMPANY INFORMATION SCREENS/GENERAL INFO... 4 COMPANY INFORMATION SCREENS/FEATURES...

More information

Certify User Guide PROCESSING EXPENSE REPORTS

Certify User Guide PROCESSING EXPENSE REPORTS Certify User Guide PROCESSING EXPENSE REPORTS Copyright 2017 All Rights Reserved This version is current as of December 31, 2017 For continuously updated instructions, please visit our Help Center within

More information

Intellix Payments Reference Guide

Intellix Payments Reference Guide Intellix Payments Reference Guide Table of Contents Overview 3 Accessing Payment Functionality 3 About this Guide and Additional Training 3 Using List Functionality in Intellix Payments 4 Overview 4 Standard

More information

ezbusiness Card Management 7/1/2015

ezbusiness Card Management 7/1/2015 ezbusiness Card Management 7/1/2015 Table of Contents Logging In........ 3 Out-of-Band Processing.... 5 Navigation.....5 Viewing Pages. 5 Sorting Lists.5 Accessing Online Help...6 Menu Options and Navigation...6

More information

Wholesale Lockbox User Guide

Wholesale Lockbox User Guide Wholesale Lockbox User Guide August 2017 Copyright 2017 City National Bank City National Bank Member FDIC For Client Use Only Table of Contents Introduction... 3 Getting Started... 4 System Requirements...

More information

You will need the unique URL for your site and your username and password to login to Data- Director.

You will need the unique URL for your site and your username and password to login to Data- Director. Getting Started Step 1: Login to the DataDirector website: You will need the unique URL for your site and your username and password to login to Data- Director. You may change your password after you login.

More information

BBVA Compass Spend Net Payables

BBVA Compass Spend Net Payables User Guide BBVA Compass Spend Net Payables User Guide Vault Services Table of Contents Introduction 2 Technical Requirements 2 Getting started 3 Sign In 3 General Navigation 4 Upload/Create Payment 5

More information

core user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE

core user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE business gateway core user guide TABLE OF CONTENTS Getting Started... 2 Administration Approval... 8 Logging In... 2 Administration Report... 8 Electronic Report Delivery (ERD)... 17 Security Key... 2

More information

Today s Training Agenda. MMS website: FMAX website: https://test.mms.indiana.edu/fmax-stg

Today s Training Agenda. MMS website:  FMAX website: https://test.mms.indiana.edu/fmax-stg MMS Today s Training Agenda MMS website: http://www.indiana.edu/~mmswebpg/ FMAX website: https://test.mms.indiana.edu/fmax-stg Scott Knapp Administrator of MMS scknapp@indiana.edu 812-855-5826 Navigation

More information

Volunteer Management Information System. AVCC User Guide

Volunteer Management Information System. AVCC User Guide Volunteer Management Information System AVCC User Guide Contents 1.0 - Welcome to VMIS... 4 Glossary... 4 VMIS Registration... 5 Army Family Web Portal (AFWP) & AFWP Accounts... 5 Single Sign-On (SSO)...

More information

ACHieve Access 4.3 USER GUIDE

ACHieve Access 4.3 USER GUIDE ACHieve Access 4.3 USER GUIDE TABLE OF CONTENTS SECTION 1: OVERVIEW...3 Chapter 1: Introduction...3 How to Use This Manual...3 Overview of ACHieve Access Administrative Functions...3 System Access and

More information

Welcome. Welcome to ExpensAble. Features of ExpensAble

Welcome. Welcome to ExpensAble. Features of ExpensAble User Guide 0 Insperity Expense Management 2211 Michelson Suite 520 Irvine California 92612 T: 888.536.6200 www.insperity.com/products/expense-management Welcome This chapter provides an introduction to

More information

Guidelines on Dormant Accounts Web Reporting System

Guidelines 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 information

Certify User Guide CREATING & SUBMITTING EXPENSE REPORTS

Certify User Guide CREATING & SUBMITTING EXPENSE REPORTS Certify User Guide CREATING & SUBMITTING EXPENSE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center

More information

View Payments. User Guide. Online Merchant Services

View Payments. User Guide. Online Merchant Services View Payments User Guide Online Merchant Services Copyright Statement Copyright 2010-2011 by American Express Company. All rights reserved. No part of this document may be reproduced in any form or by

More information

Santa Ana Unified School District (SAUSD)

Santa Ana Unified School District (SAUSD) Santa Ana Unified School District (SAUSD) Internet Expenses Implementation User s Guide Mileage Claim 0 Introducing Oracle Internet Expenses With Oracle Internet Expenses, employees can enter and submit

More information

Contents OVERVIEW... 3

Contents OVERVIEW... 3 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of Integrator Login... 5 Option

More information

Web Report Library User Guide

Web Report Library User Guide Web Report Library User Guide Prepared for: Finance & Administration Budget Administrators Updated On: 3/19/2015 7:55:00 AM 1 Table of Contents 1. Request Access to the Web Report Library (WRL)...... 3

More information

User Guide. General Navigation

User Guide. General Navigation User Guide General Navigation Table of Contents INTRODUCTION 2 TECHNICAL REQUIREMENTS 3 Screen Display for Laptop 3 Screen Display for Desktop PC 3 NAVIGATION 4 Contact Us 4 Log Out 4 Menu > Sub Menu Display

More information

Investigator Site OC RDC PDF User Guide

Investigator Site OC RDC PDF User Guide Investigator Site OC RDC PDF User Guide Version 1.0 Page 1 of 40 TABLE OF CONTENTS Accessing OC RDC Steps for Access 3 Logging On 4 Change Password 4 Laptop and System Security 5 Change Study 5 Navigating

More information

Copyright 2018 ARRIS Enterprises, LLC. All rights reserved. Ruckus Incentive Center MDF Training Guide

Copyright 2018 ARRIS Enterprises, LLC. All rights reserved. Ruckus Incentive Center MDF Training Guide Ruckus Incentive Center MDF Training Guide What s included in this guide? How to apply to be a Ruckus Ready Partner How to access the Ruckus Partner Portal How to access the Ruckus Incentive Center and

More information

Tasks. User Guide 4.12

Tasks. User Guide 4.12 Tasks User Guide 4.12 ABOUT NORTHWOODS CONSULTING PARTNERS Northwoods Consulting Partners, Inc., founded in 1999, is a privately-held software development and services company headquartered in Dublin,

More information

SelfServe WebTIME. Employee User Manual

SelfServe WebTIME. Employee User Manual SelfServe WebTIME SelfServe is your one stop portal Employee related activities. From logging hours, updating contact information, keeping track of upcoming assignments to reprinting copies of your Check

More information

Easthampton Savings Bank Online Business Banking User Guide

Easthampton Savings Bank Online Business Banking User Guide Easthampton Savings Bank Online Business Banking User Guide Page 1 of 100 Table of Contents SECURITY...6 PASSWORD TAB FUNCTIONALITY...6 SECURE DELIVERY TAB FUNCTIONALITY...9 CHALLENGE CODE TAB FUNCTIONALITY...10

More information

Vizit Essential for SharePoint 2013 Version 6.x User Manual

Vizit Essential for SharePoint 2013 Version 6.x User Manual Vizit Essential for SharePoint 2013 Version 6.x User Manual 1 Vizit Essential... 3 Deployment Options... 3 SharePoint 2013 Document Libraries... 3 SharePoint 2013 Search Results... 4 Vizit Essential Pop-Up

More information

Using Online Activity Center

Using Online Activity Center Using Online Activity Center Creating custom views in the Activity Center You can select up to six fields to control which data appears in the Activity Center for each transaction type. For example, a

More information

Present and Pay. User Manual Payer Analyst

Present and Pay. User Manual Payer Analyst Present and Pay User Manual Payer Analyst Table of Contents 1.0 Glossary of Terms... 1 2.0 How to Use this Manual... 3 3.0 Common User Features and Functions... 3 3.1 Present and Pay User Interface...

More information

PHS Separations in Direct Access Standing Operating Procedures

PHS Separations in Direct Access Standing Operating Procedures PHS Separations in Direct Access Standing Operating Procedures Login to the Direct Access System 1. Open a browser window (Internet Explorer). 2. Copy and paste the URL below into the browser s URL address

More information

Treasury Management User Guide. Online Banking

Treasury Management User Guide. Online Banking Treasury Management User Guide Online Banking Released August 2018 Treasury Management... 4 Logging in to Treasury Management...5 Helpful Hints...10 User Menu... 12 Profile and Preferences... 12 Notification

More information

Certify User Guide APPROVING EXPENSE REPORTS

Certify User Guide APPROVING EXPENSE REPORTS Certify User Guide APPROVING EXPENSE REPORTS Copyright 2018 All Rights Reserved This version is current as of October 1, 2018 For continuously updated instructions, please visit our Help Center within

More information

MERCERSPECTRUM EMPLOYER USER GUIDE

MERCERSPECTRUM EMPLOYER USER GUIDE MERCERSPECTRUM EMPLOYER USER GUIDE WHAT DO YOU WANT TO DO TODAY? Getting started... 2 Day-to-day processing... 3 Linking the Choice fund to your Employer Fund List...4 Choice Fund exists but is not linked

More information

Receivables Edge SM User Guide

Receivables Edge SM User Guide TREASURY SERVICES Receivables Edge SM User Guide Receivables Edge SM is an internet-based management application and account reconciliation solution. Receivables Edge combines advanced image and data capture

More information

Welcome to your Lacerte products! We appreciate your business.

Welcome to your Lacerte products! We appreciate your business. Welcome to your Lacerte products! We appreciate your business. Please follow steps 1 through 4 in this guide: Step 1: Install the Final 2014 Program Step 2: Install the 2015 Program Step 3: Transfer Your

More information

Pay with ACH User Guide

Pay with ACH User Guide Pay with ACH User Guide 1. Pay with ACH...2 2. Managing Sub-Users...17 3. System Setup...20 If you need assistance, please call 1-800-539-9039 and choose option 2, then option 1. 1. Pay with ACH Pay with

More information

Web Client User Guide

Web Client User Guide ImageTag, Inc. 2016 Contents Introduction... 2 Logging Into Your KwikTag Client... 3 KwikTag Tabs and Your Landing Page... 4 Drawers Tab Features and Functions... 7 My Lists... 7 The KwikTag Library...

More information

USER GUIDE. June 2012 VERSION 1.0. Supplier Portal. Kimberly-Clark. E-sourcing

USER GUIDE. June 2012 VERSION 1.0. Supplier Portal. Kimberly-Clark. E-sourcing USER GUIDE June 2012 VERSION 1.0 Supplier Portal Kimberly-Clark E-sourcing Copyright 2005, Kimberly-Clark Worldwide, Inc. All rights reserved. This document and its associated training materials are proprietary

More information

Getting Started with XMF Remote

Getting Started with XMF Remote Getting Started with XMF Remote Remote R9.5 Contents Introduction......................................................... 5 How to Login........................................................ 6 The

More information

CoreFirst Bank & Trust

CoreFirst Bank & Trust CoreFirst Bank & Trust New Commercial Internet Banking Frequently Asked Questions ACCOUNT OVERVIEW 1. Q: Why are some of my account numbers highlighted and marked with an asterisk A: Highlighted account

More information

How to Export a Report in Cognos Analytics

How to Export a Report in Cognos Analytics IBM Cognos Analytics How to Export a Report in Cognos Analytics Reports viewed in IBM Cognos Analytics can be exported in many formats including Excel. Some of the steps for exporting are different depending

More information

Employer Self Service (ESS) User Guide

Employer Self Service (ESS) User Guide MainePERS Employer Self Service Maine Public Employees Retirement System Employer Self Service (ESS) User Guide V10 Version 10.0 December 3, 2018 TABLE OF CONTENTS Table of Contents Logging into ESS 1

More information

Employee self-service guide

Employee self-service guide Employee self-service guide August 2016 (V.2) Contents Important note... 4 Login... 5 How do I know I am on the correct site and my connection is secure?... 5 How do I login?... 6 Username and password...

More information

RITIS Training Module 4 Script

RITIS Training Module 4 Script RITIS Training Module 4 Script Welcome to the Regional Integrated Information System or RITIS Module 04 CBT. To begin, select the start button or press Shift+N on your keyboard. This training module will

More information

Create an Expense Report from a Travel Authorization (Apply a Cash Advance)

Create an Expense Report from a Travel Authorization (Apply a Cash Advance) Create an Expense Report from a Travel Authorization (Apply a Cash Advance) If a Travel Authorization is created for a trip, the Expense Report MUST be created FROM that Travel Authorization. Follow the

More information

Concur Expense QuickStart Guide. Concur Technologies Version 1.6

Concur Expense QuickStart Guide. Concur Technologies Version 1.6 Concur Expense QuickStart Guide Concur Technologies Version 1.6 November 30, 2016 2004 2016 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense

More information

Online Expenses User Guide System Provided by Software Europe

Online Expenses User Guide System Provided by Software Europe Online Expenses User Guide System Provided by Software Europe Provided by the Payroll Services Department Royal Berkshire NHS Foundation Trust Document control Version Date Author Comments V.01 01/07/2012

More information

ACTIVE Net Insights user guide. (v5.4)

ACTIVE Net Insights user guide. (v5.4) ACTIVE Net Insights user guide (v5.4) Version Date 5.4 January 23, 2018 5.3 November 28, 2017 5.2 October 24, 2017 5.1 September 26, 2017 ACTIVE Network, LLC 2017 Active Network, LLC, and/or its affiliates

More information

Building Standards Department Markham eplan Applicant Handbook For Building Permits, Sign Permits and Zoning Preliminary Review

Building Standards Department Markham eplan Applicant Handbook For Building Permits, Sign Permits and Zoning Preliminary Review Markham eplan Applicant Handbook For Building Permits, Sign Permits and Zoning Preliminary Review In addition to this user manual, please refer to the instructions provided in the electronic forms (eforms)

More information

ACH Payments. User Guide

ACH Payments. User Guide ACH Payments User Guide Table of Contents Overview... 2 Supported SEC Codes... 2 Create Batch... 2 Creating a Free Form Batch... 3 Creating a Batch from a Template... 14 Manage Batch Templates... 21 Transaction

More information

OBIEE. Oracle Business Intelligence Enterprise Edition. Rensselaer Business Intelligence Finance Author Training

OBIEE. Oracle Business Intelligence Enterprise Edition. Rensselaer Business Intelligence Finance Author Training OBIEE Oracle Business Intelligence Enterprise Edition Rensselaer Business Intelligence Finance Author Training TABLE OF CONTENTS INTRODUCTION... 1 USER INTERFACE... 1 HOW TO LAUNCH OBIEE... 1 TERMINOLOGY...

More information

Quick Reference Card for Timestamp Hourly View Employees

Quick Reference Card for Timestamp Hourly View Employees Time & Attendance Quick Reference Card for Timestamp Hourly View Employees Navigator Version 7.0 The following instructions describe a typical Navigator configuration. The names and location of widgets

More information

Business Online Banking User Guide

Business Online Banking User Guide Business Online Banking User Guide Table of Contents Contents Overview... 2 Logging In... 2 Additional Login Information... 5 Home/Dashboard... 6 Top Line Tool Bar... 6 Bulletins... 7 Dashboard... 8 Accounts...

More information

ISF Getting Started. Table of Contents

ISF Getting Started. Table of Contents ISF Getting Started Table of Contents Overview of Getting Started... 2 ISF Application Conventions & Navigation... 3 How to Log In... 9 How to Log Out... 12 User Profile Page... 13 Overview of ISF Security

More information

Marquette University Time and Attendance

Marquette University Time and Attendance 2012 Marquette University Time and Attendance TM01 Employee Time and Attendance This guide helps you learn the most commonly used employee functions in EmpCenter Time and Attendance. The intended audience

More information

Section 1: Navigation Procedures

Section 1: Navigation Procedures Section 1: Navigation Procedures This section will assist in navigating and becoming familiar with the menus, views, icons, and the functionality of Yardi Voyager. In This Section Logging in to Yardi Voyager

More information

TAS User Guide. 12 January Version 1.0

TAS User Guide. 12 January Version 1.0 TAS User Guide 12 January 2012 Version 1.0 Disclaimer This user guide is for information purposes and might not exactly match the functionality and display of the TAS Registration system and the TLD Application

More information

Admissions & Intro to Report Editing Participants Guide

Admissions & Intro to Report Editing Participants Guide IBM Cognos Analytics Admissions & Intro to Report Editing Participants Guide Welcome to Cognos - Admissions and Introduction to Report Editing! Today s objectives include: Gain a Basic Understanding of

More information

Guide to User Interface 4.3

Guide to User Interface 4.3 Datatel Colleague Guide to User Interface 4.3 Release 18 June 24, 2011 For corrections and clarifications to this manual, see AnswerNet page 1926.37. Guide to User Interface 4.3 All Rights Reserved The

More information

To access BuckIQ, you must first be granted access. Send requests for permission to

To access BuckIQ, you must first be granted access. Send requests for permission to BuckIQ User s Guide Job Aid What is BuckIQ? Several years ago, Oracle took a look at the state of the Business Intelligence industry in terms of the different processes and applications that were required

More information

Ctrack Online User Guide

Ctrack Online User Guide Fleetstar Online A Guide to Winter Maintenance Reporting v1.1 Ctrack Online User Guide Title: Ctrack Online Quickstart Guide Date: 18/07/2013 Version: 1.0 Table of Contents 1. Ctrack Online Introduction...

More information

RONA e-billing User Guide

RONA e-billing User Guide RONA e-billing Contractor Self-Service Portal User Guide RONA e-billing User Guide 2015-03-10 Table of Contents Welcome to RONA e-billing What is RONA e-billing?... i RONA e-billing system requirements...

More information

UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL - 1 -

UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL - 1 - UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL d - 1 - SumTotal (version 2013 02.02) User Manual Table of Contents FOREWORD... - 3-1. ACCESSING THE PERSONAL REIMBURSEMENT SYSTEM...

More information

DSS User Guide. End User Guide. - i -

DSS User Guide. End User Guide. - i - DSS User Guide End User Guide - i - DSS User Guide Table of Contents End User Guide... 1 Table of Contents... 2 Part 1: Getting Started... 1 How to Log in to the Web Portal... 1 How to Manage Account Settings...

More information

I. Overview... 2 A. Users and User Roles... 2 B. System Information... 2 C. Help Menu... 3 D. Changing Your Password... 3 E. Logging In... 3 F.

I. Overview... 2 A. Users and User Roles... 2 B. System Information... 2 C. Help Menu... 3 D. Changing Your Password... 3 E. Logging In... 3 F. I. Overview... 2 A. Users and User Roles... 2 B. System Information... 2 C. Help Menu... 3 D. Changing Your Password... 3 E. Logging In... 3 F. Logging Off... 4 G. Navigation Bar... 4 II. Search Menu...

More information

CJA evoucher. Attorney User Manual Release 5.2 October 2018

CJA evoucher. Attorney User Manual Release 5.2 October 2018 CJA evoucher Attorney User Manual Release 5. October 08 CJA evoucher for Attorneys i Contents Nota Bene: Edit before using!... Introduction... Panel Management... Voucher & Authorization Request Submission...

More information

UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL

UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL SumTotal (version 2013 02.02) User Manual Table of Contents FOREWORD... 3 1. ACCESSING THE PERSONAL REIMBURSEMENT SYSTEM... 3 2.

More information

OSD Learning Management System (LMS) User Guide. Learn.Develop.Renew

OSD Learning Management System (LMS) User Guide. Learn.Develop.Renew OSD Learning Management System (LMS) User Guide Learn.Develop.Renew User Guide This User Guide will help you login to and use the OSD s Learning Management System (LMS). You can keep this file open as

More information

User Guide Ahmad Bilal [Type the company name] 1/1/2009

User Guide Ahmad Bilal [Type the company name] 1/1/2009 User Guide Ahmad Bilal [Type the company name] 1/1/2009 Contents 1 LOGGING IN... 1 1.1 REMEMBER ME... 1 1.2 FORGOT PASSWORD... 2 2 HOME PAGE... 3 2.1 CABINETS... 4 2.2 SEARCH HISTORY... 5 2.2.1 Recent

More information

ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING

ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING ORACLE RDC ONSITE RESEARCH COORDINATOR TRAINING TRAINING REQUIREMENTS RDC system training is designed and conducted for access to OnSite. Additional RDC training will be provided on a per study basis by

More information

SMU Financials Created on April 29, 2011

SMU Financials Created on April 29, 2011 Created on April 29, 2011 Notice 2011, Southern Methodist University. All Rights Reserved. Published 2011. The information contained in this document is proprietary to Southern Methodist University. This

More information

Quick Reference: Entering YourEncore Time & Expense (in iaccess)

Quick Reference: Entering YourEncore Time & Expense (in iaccess) Quick Reference: Entering YourEncore Time & Expense (in iaccess) The quickest way to get acquainted with logging into iaccess and submitting timesheets or expense reports is to view our instructional videos.

More information

User Guide. NAPIS State Reporting Tool (SRT) Product Overview SRT v2.5

User Guide. NAPIS State Reporting Tool (SRT) Product Overview SRT v2.5 User Guide NAPIS State Reporting Tool (SRT) Product Overview SRT v2.5 U.S. Administration for Community Living Office of Performance Evaluation 330 C St SW Washington, DC 20201 NAPIS Web site: www.aoadatacommunity.us

More information

Business Online Banking User s Guide

Business Online Banking User s Guide Business Online Banking User s Guide Published By FIRST NATIONAL BANK ALASKA This User s Guide is designed solely to assist First National Bank Alaska customers in understanding the various functions and

More information

Astra Schedule User Guide Scheduler

Astra Schedule User Guide Scheduler Astra Schedule User Guide 7.5.12 Scheduler 1 P a g e ASTRA SCHEDULE USER GUIDE 7.5.12... 1 LOGGING INTO ASTRA SCHEDULE... 3 LOGIN CREDENTIALS... 3 WORKING WITH CALENDARS... 4 CHOOSING A CALENDAR AND FILTER...

More information

Viewing Reports in Vista. Version: 7.3

Viewing Reports in Vista. Version: 7.3 Viewing Reports in Vista Version: 7.3 Copyright 2015 Intellicus Technologies This document and its content is copyrighted material of Intellicus Technologies. The content may not be copied or derived from,

More information

Campus Community Guide October 2012

Campus Community Guide October 2012 Campus Community Guide October 2012 This document is intended for restricted use only. Infinite Campus asserts that this document contains proprietary information that would give our competitors undue

More information

NJUNS Users Guide.

NJUNS Users Guide. NJUNS Users Guide www.njuns.com The National Joint Utilities Notification system, NJUNS, is a national organization of member utilities formed for the purpose of improving the coordination of joint ventures.

More information

Concur Expense QuickStart Guide. Concur Technologies Version 1.8

Concur Expense QuickStart Guide. Concur Technologies Version 1.8 Concur Expense QuickStart Guide Concur Technologies Version 1.8 September 7, 2017 2004 2017 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense

More information

IntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account

IntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account IntegraFlex Employee Portal Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account 1 IntegraFlex Employee Portal Contents Getting started... 2 Registration...

More information

Contents. Batch & Import Guide. Batch Overview 2. Import 157. Batch and Import: The Big Picture 2 Batch Configuration 11 Batch Entry 131

Contents. Batch & Import Guide. Batch Overview 2. Import 157. Batch and Import: The Big Picture 2 Batch Configuration 11 Batch Entry 131 Batch & Import Guide Last Updated: 08/10/2016 for ResearchPoint 4.91 Contents Batch Overview 2 Batch and Import: The Big Picture 2 Batch Configuration 11 Batch Entry 131 Import 157 Configure Import File

More information

WELCOME to Qantas Group isupplier

WELCOME to Qantas Group isupplier WELCOME to Qantas Group isupplier A manual for suppliers Welcome to our isupplier help manual. You re receiving this manual as you are one of our preferred suppliers with access to the isupplier Portal.

More information

Contents. Signing In... 3 Answering Your Personal Security Question... 4 Forgetting Your Password... 4 Exploring the Learning Center Interface...

Contents. Signing In... 3 Answering Your Personal Security Question... 4 Forgetting Your Password... 4 Exploring the Learning Center Interface... User Guide Contents Logging On... Signing In... Answering Your Personal Security Question... 4 Forgetting Your Password... 4 Exploring the Learning Center Interface... 5 Understanding Icons... 5 Understanding

More information

Microsoft Dynamics GP is a robust accounting package that can meet

Microsoft Dynamics GP is a robust accounting package that can meet In This Chapter Chapter 1 What Microsoft Dynamics GP Does Best Familiarizing yourself with the Microsoft Dynamics GP window Understanding Dynamics GP terms Knowing how Dynamics GP keeps your CPA happy

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding

More information

The PeopleSoft Financials System

The PeopleSoft Financials System The PeopleSoft Financials System 2 Introduction...................... 14 Signing In and Out.................... 14 Signing In to the System.............. 14 Signing Out................... 17 Navigation

More information

University of North Carolina User Guide

University of North Carolina User Guide University of North Carolina User Guide June 2006 The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of

More information

EMS MASTER CALENDAR User Guide

EMS MASTER CALENDAR User Guide EMS MASTER CALENDAR User Guide V44.1 Last Updated: May 2018 EMS Software emssoftware.com/help 800.440.3994 2018 EMS Software, LLC. All Rights Reserved. Table of Contents CHAPTER 1: Introduction to the

More information

Depending on the modules that have been implemented by your company, you may have access to the following information:

Depending on the modules that have been implemented by your company, you may have access to the following information: Employee Self Service (ESS) User Quick Reference Guide Introduction to ESS The Employee Self Service (ESS) Application is a web-based application that gives you access to information from your employee

More information

Sterling Virtual Terminal. User Guide

Sterling Virtual Terminal. User Guide Sterling Virtual Terminal User Guide Version 3.1.00 August 2015 Chapter 1: Getting started Table of Contents USER GUIDE... 1 CHAPTER 1: GETTING STARTED... 5 SYSTEM REQUIREMENTS... 5 STERLING VIRTUAL TERMINAL

More information

OVERVIEW Feature Summary... 3 CONFIGURATION System Requirements... 4 ConnectWise Manage Configuration... 4

OVERVIEW Feature Summary... 3 CONFIGURATION System Requirements... 4 ConnectWise Manage Configuration... 4 Contents OVERVIEW... 3 Feature Summary... 3 CONFIGURATION... 4 System Requirements... 4 ConnectWise Manage Configuration... 4 Configuration of Manage Login... 4 Configuration of GL Accounts... 5 Configuration

More information

ifm Website User Guide

ifm Website User Guide ifm Website User Guide Cincinnati Children s Hospital Computer Aided Facilities Management (CAFM) ifm Website User Guide Index Index. Contents.. General System Notes.. Infrabrowser / Drawings Space Management..

More information

WELCOME TO WEBLINK Accessing WebLink...6. Registration Process...6. Log In Process After Registration On-Line Help...

WELCOME TO WEBLINK Accessing WebLink...6. Registration Process...6. Log In Process After Registration On-Line Help... WebLink User Guide Table of Contents WELCOME TO WEBLINK... 1 Internet Explorer Browser Settings...3 WebLink Features... 5 Accessing WebLink...6 Registration Process...6 Log In Process After Registration...

More information

ASTRA USER GUIDE. 1. Introducing Astra Schedule. 2. Understanding the Data in Astra Schedule. Notes:

ASTRA USER GUIDE. 1. Introducing Astra Schedule. 2. Understanding the Data in Astra Schedule. Notes: ASTRA USER GUIDE 1. Introducing Astra Schedule Astra Schedule is the application used by Academic Space Scheduling & Utilization to schedule rooms for classes and by academic colleges, schools, and departments

More information

WCB Online A User Guide for Tiered Service Providers

WCB Online A User Guide for Tiered Service Providers WCB Online User Guide for Tiered Service Providers WCB Online A User Guide for Tiered Service Providers A Nova Scotians safe and secure from workplace injury Table of Contents WCB Online 1 Profile Creation

More information

KODAK INSITE. Using InSite to Upload Files. Customer InSite Instructions. Supported Browsers & Recommendations:

KODAK INSITE. Using InSite to Upload Files. Customer InSite Instructions. Supported Browsers & Recommendations: Using InSite to Upload Files These are the instructions for uploading, reviewing and approving files within the Kodak InSite Prepress Portal. If you have any questions, please contact your Account Manager.

More information

SAP ONLINE PAYMENT USER GUIDE

SAP ONLINE PAYMENT USER GUIDE SAP ONLINE PAYMENT USER GUIDE JHM SAP Training www.hopkinsmedicine.org/sap saptraining@jhmi.edu June 5, 2013 CONTENTS Accessing The Online Payment Request (AP Electronic Check Request) - WinGUI... 4 Accessing

More information

Kaltura App Things to Remember... 3 Downloading the App My Media... 4

Kaltura App Things to Remember... 3 Downloading the App My Media... 4 Table of Contents Kaltura App... 3 Things to Remember... 3 Downloading the App... 3 My Media... 4 To access My Media from the MediaSpace mobile app... 4 Actions List... 6 To publish a video... 7 To delete

More information

Create and Submit an Expense Report

Create and Submit an Expense Report Expenses: Create and Submit an Expense Report For employees creating and submitting an expense report Purpose: How to Access: Create and submit an expense report. Log into the Bear Trax application. Select

More information

www.insightsoftware.com for JD Edwards World and EnterpriseOne Version: 2.1 Last Updated: August 31, 2011 Contents 1. Introduction... 4 Welcome... 4 Using this Guide... 4 2. The Console Interface... 5

More information