User Readiness. PaymentNet Migration. PaymentNet Training. What Users Need to Know to Result in a Successful Migration

Transcription

1 User Readiness PaymentNet Migration PaymentNet Training A script for this presentation can be found in the Notes Page View. What Users Need to Know to Result in a Successful Migration

2 Why Change to a New Platform? What is happening to Legacy PaymentNet? It is being sunsetted after almost15 years Why? Technical Advances Increased Functionalities Who is impacted? Everyone who logs in to PaymentNet What s replacing Legacy PaymentNet? An updated platform New User Interfaces When is this happening? After our organization s training and migration 2

3 and then what happens? Similar Processes Easier Navigation Enhanced Support Options Increased Functionality and Features 3

4 What Needs to be Understood? Identify the What s Processes Procedures Tasks Behaviors Roles 4

5 What is New in PaymentNet? 5

6 NEW for CARDHOLDERS Feature Register Computer Log Off Message Pane Approval Routing Payments Multiple Checking Accounts Multi-select Splitting Transactions Notes Each computer must be registered System will log off after 15 minutes of non-activity and/or 8 hours of activity Items Awaiting Your Action A list of current approvers is displayed Payments can be made by Cardholder More than one checking account can be set up for payments Checkboxes allow for selection of specific transactions New Add and Delete functionality when editing splits 6

7 NEW for CARDHOLDERS Feature Notifications Reports Report Message Report Status Quick Query Advanced Query Link Help for This Page Help Index Notes Selected Reports and Documents Reports can only be generated in PDF, Excel or CSV If No Data Found an notification will be sent Submitted or Processing or Successful or No Data Found statuses are displayed on Available Downloads screen Uses one criteria within 30 days Uses multiple criteria that can be named and saved Information option for each screen Online and offline availability 7

8 What has Changed in PaymentNet? 8

9 CHANGES for CARDHOLDER Feature Welcome Page (Home Page) Addendum Detail Splitting Transactions Line Item Detail Icons Date Formats Statements Statements Statements Report Format Notes Modularized with Icons Level II and III automatically populate Can be further divided by number of units, percentage or dollar amount Only Addendum Details and Dispute Status Icons Displays in mm/dd/yyyy Mailed and Online Statements are identical Available 48 hours after billing cycle ends Maximum 40 pages per PDF file Optimized Excel format is available for some reports 9

10 Navigating within PaymentNet Log In Passwords Computer Registration 10

11 Log In for the First Time 11

12 First Time Log In Setup 12

13 Confirm

14 First Time Log In Setup 14

15 First Time Log In Setup 15

16 Log In from Unregistered Computer 16

17 Log In from Unregistered Computer 17

18 Welcome Home Page 18

19 The Welcome Screen 19

20 My Profile General Info Bank Info Screen Views - Accounts 20

21 Enable Notifications 21

22 Change Password and Security Questions 22

23 My Profile > Bank Information Tab 23

24 My Profile > Screen Views Tab 24

25 My Profile > Accounts Tab 25

26 Transactions Module Manage Mass Updates Auth/Declines Query - Statements 26

27 Transaction Submenus 27

28 Manage Transactions from Transaction List Screen 28

29 Query Options Quick Query Advanced Query 29

30 Multi-Select 30

31 Transaction Detail > General Information Tab 31

32 Cardholder checks the Reviewed box Approver routing- Cardholder can select the approver. Approver is notified via Approver/Reconciler checks the Approval box Transaction allocation is the same as Legacy Pnet Check Food Approved if budget is allowed for food or Food Form 1798 is on file. Check Use Tax if UW needs to add use tax 32

33 Transaction Review - Splits 33

34 Transaction Details > Addendum Details ABC Air ABC Air 34

35 Transaction List > View Statement 35

36 Reports Module Create - Download 36

37 Report Submenus Create populates the Report List screen which is the starting point for creating or scheduling reports. Download populates the Downloads screen which displays all processed and scheduled reports and is also the place where files can be downloaded or deleted. 37

38 Reports Select the UW report 38

39 Schedule a Report to Run Automatically 39