CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM
|
|
- Horace Hodge
- 5 years ago
- Views:
Transcription
1 CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM HOW TO PAY AN INVOICE 1
2 CREATING A PAYMENT REQUEST Click on the Invoice tab at the top of your My Concur homepage This will bring you to the invoice module where you can view any requests, create a new payment request, and approve requests if you are an approver 2
3 CREATING A PAYMENT REQUEST List of Most Recently Used Vendors, NOT all vendors in system This is the Invoice home page where you can create payment requests The Vendor List that you see on the Invoice home page is a list of your most recently used vendors; it is not a list of all vendors in Concur 3
4 CREATING A VENDOR REQUEST FOR A VENDOR ON FILE Click on the vendor name in your list that you want to create a payment request for If the vendor is not in your Most Recently Used Vendor List, then do a search in the search box to bring up the vendor for the payment request 4
5 CREATING A PAYMENT REQUEST FOR A VENDOR ON FILE After clicking on the vendor you want to pay, the vendor details will show up in the Vendor Information box Enter all required fields (edged in red) under the Invoice Details pane NOTE: If you want the check returned to the department, enter your department name and your extension in the Remittance Description field Click the Save button 5
6 ASSIGNING AN EXPENSE TYPE TO AN INVOICE Choose Natural Account Enter brief description of invoice Enter Amount of Invoice After clicking Save in the Invoice Details pane, the system will automatically take you to the New Item pane at the bottom to choose a natural account Choose the appropriate natural account, enter a brief description, and enter the amount Click Save 6
7 DISTRIBUTING AN EXPENSE TYPE ON AN INVOICE The natural account (expense type), line description, and amount have now moved into the Distribution pane The expense is now ready to be distributed(charged to an account(s) 7
8 DISTRIBUTING AN EXPENSE TYPE ON AN INVOICE You are now ready to charge the invoice amount to an account(s) via the distribution box Click in the box next to the expense type Click the Distribute button Choose Distribute Selected Items The distribution box appears to allow you to charge your account 8
9 DISTRIBUTING EXPENSES ON A PAYMENT REQUEST Click here to allocate 100% to the default account from account in invoice details Click here if you want to charge another account or another Org and its account The Allocations dialogue box appears You can charge the account defaulted from the Invoice Details pane by clicking in the box next to the pre-populated allocated amount Click Save By clicking the Add New Allocation button, you can add new allocations to charge other accounts in your Org You can also charge to other orgs and accounts that are in your division If you choose another Org # and account, be sure to change the Org # in both the Org/Account field and the Org/Dept Use field or you will get an error message Click Save 9
10 DISTRIBUTING EXPENSES ON A PAYMENT REQUEST The pie-graph icon indicates that the expense has been allocated 100% If the box appears white and blue, the expense is not 100% allocated. Go back and finish distributing the expense to 100% The last step is to upload your invoice image and to submit your report 10
11 UPLOADING YOUR INVOICE Click on the Actions button above the Invoice Details pane Choose Upload Image You can also print a fax cover sheet by clicking Print and then clicking Print Fax Cover Sheet 11
12 UPLOADING YOUR INVOICE This dialogue box appears after clicking Upload Image Click the Browse button This will take you to your computer to search for the attachment you want to upload It is very similar to attaching a document to an 12
13 UPLOADING YOUR INVOICE Locate the invoice and click on it Click Open Note: All documents uploaded into Concur must be in one of the following formats: PDF JPG TIFF 13
14 UPLOADING YOUR INVOICE After clicking Open in the previous step, the document appears in the dialogue box under the Filename Verify this is the correct image you want to upload If this is the wrong image, click Cancel and repeat the steps Click the Attach button 14
15 UPLOADING YOUR INVOICE The Status will show as Received after the image has been uploaded Click Done 15
16 PRINTING A PAYMENT REQUEST IN INVOICE FORMAT After uploading your image, you can either choose to Submit Request or you can choose print a payment request in invoice format To print a payment request in invoice format, click Actions Choose Print and select Payment Request in Invoice Format 16
17 PRINTING A PAYMENT REQUEST IN INVOICE FORMAT The dialogue box appears with the invoice information The first screen shot shows it without the account distribution To see the distribution(s), click Show The second screen shows the distribution(s) after clicking Show If you don t care to see the distributions, click Hide Close the dialogue box 17
18 SUBMITTING PAYMENT REQUEST Once you have completed all the above steps, your payment request is ready to submit for approval Click Submit Request 18
19 VIEWING STATUS OF SUBMITTED REPORT To check the status of the report, go into the Invoice module and click on View My Requests Click on the View button in the Payment Request List pane and choose Reports Submitted this Month 19
CREATING A PAYMENT REQUEST FOR A NEW VENDOR
CREATING A PAYMENT REQUEST FOR A NEW VENDOR HOW TO PAY AN INVOICE FOR A NEW VENDOR 1 CREATING A PAYMENT REQUEST Click on the Invoice tab at the top of your 'My Concur' homepage This brings you to the invoice
More informationCREATING A PAYMENT REQUEST USING A GRANT ACCOUNT-5 LEDGERS ONLY
CREATING A PAYMENT REQUEST USING A GRANT ACCOUNT-5 LEDGERS ONLY I. Creating a payment request using a grant account without exception expense type II. Creating a payment request using a grant account with
More informationCreating a New Expense Report from My Concur Homepage
Creating a New Expense Report from My Concur Homepage Expense Tab will take you to the Expense Module Active Work Pane where you can click on New Expense Report Log into Gibson Online to access your My
More informationInvoice QuickStart Guide
Invoice QuickStart Guide Table of Contents Working with Payment Requests Manually Creating a Payment Request from an Existing Vendor Creating a Recurring Payment Request Adding Distributions to a Payment
More informationQuickStart Guide. Using Receipt Store Concur Technologies Inc. All rights reserved. Revised: March 7,
QuickStart Guide Using Receipt Store Revised: March 7, 2012 1 Using Receipt Store The Receipt Store feature allows you to associate receipt images with specific expense entries. It also allows managers
More informationHow to Create an Expense Report Basic
How to Create an Expense Report Basic Before creating your expense report, you should convert all receipts to PDF, JPEG, PNG, or TIF format and save them either to your desktop or in the Available Receipts
More informationPurchasing Card Cardholder View & Review Transactions
Form or Screen: PaymentNet Updated: 7/27/16 Business Use: Procurement Cards (P-Cards) are used as a purchasing vehicle by DPS schools and department administrators. The PaymentNet application allows the
More informationReceipt Gallery. Receipt Gallery Instructions. Page 1 of 11
Page 1 of 11 Receipt Gallery The Receipt Gallery is accessible from the main menu (via the ereceipts button) and the Add Expenses panel and contains all the emailed receipt images sent to receipt@chromefile.com,
More informationExpense: Process Reports
Expense: Process Reports User Guide for Standard Edition Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition
More informationPrinted copies of this User Guide should not be regarded as the current version.
User Guide Purchasing Cards Concur Expense Management System User Guide Purchasing Cardholders Printed copies of this User Guide should not be regarded as the current version. For the latest User Guides:
More informationAWWA-IA Member Company Registrations by a Key Contact
AWWA-IA Member Company Registrations by a Key Contact Registration/Calendar Page: Must Log in with your Username & Password (Please contact the AWWA-IA office if you are a key contact for this company
More informationConcur Expense Non-Travel Manual
Concur Expense Non-Travel Manual To get started on creating an expense report for reimbursement, log into MySLU and click on the Suitcase Cliqbook & Concur Expense icon in your TOOL tab. To start a new
More informationQuick Reference Cardholder
The Commercial Card Expense Reporting (CCER) service Quick Reference Cardholder Accessing the Commercial Card Expense Reporting (CCER) Service 1. Sign on to the Commercial Electronic Office (CEO ) portal
More informationPurchasing Settlement Instructions Northern Michigan University
Purchasing Settlement Instructions Northern Michigan University Table of Contents STEP 1: LOGGING ON:... 1 STEP 2: CREATING A SETTLEMENT REPORT... 2 STEP 3: REPORT HEADER... 3 STEP 4: ADDING AN EXPENSE...
More informationNon Tax Levy (NTL) Requests for Payment
Non Tax Levy (NTL) Requests for Payment I. WEB INVOICING: Web Invoicing will be used to request payments for: Less than $500 Confirmings for Goods and Services. Consultants and Contractor payments of less
More informationExpenseWire User Guide Submitters Edition Creating an Expense Report
ExpenseWire User Guide Submitters Edition Creating an Expense Report Contents Click on the topic you would like to jump to or continue to the next slide: Create an Expense Report Adding a Line Item Adding
More informationStep-by-Step Guide: Submitting a Concur Expense Report. Before You Begin:
Step-by-Step Guide: Submitting a Concur Expense Report Before You Begin: This guide assumes you have already logged into Concur for the first time and updated your profile. If you are unsure of how to
More informationConcur Standard Basic End-User Guide. Concur Technologies Version 1.0
Concur Technologies Version 1.0 April 14, 2014 Document Revision History Date Description Version Author 04/14/2014 1.0 Concur Proprietary Statement This document contains proprietary information and data
More informationUser Guide: Introduction to ilab Solutions for External Users Table of Contents
User Guide: Introduction to ilab Solutions for External Users Table of Contents Accessing VUMC Cores... 2 Updating Personal Profile in ilab... 3 Billing Numbers for External PIs and Labs... 4 Auto-Approval
More informationUniversity of South Alabama. Concur Procurement Card Guide
University of South Alabama Concur Procurement Card Guide Revised: July 2017 Logging on to Concur To access Concur: 1. Go to www.concursolutions.com OR 2. Access it via the Travel and Procurement home
More informationConcur Expense QuickStart Guide for CRC. Concur Technologies Version 1.2
Concur Expense QuickStart Guide for CRC Concur Technologies Version 1.2 June 29 th, 2015 2004 2015 Concur. All rights reserved. 1 Document Revision History Date Description Version Author(s) 06/29/2015
More informationBROWSE FILE TO ATTACH
Add Images You can attach images to an expense while you are creating it or after it has been created. Images may be uploaded directly through the application or emailed from your device. Only JPG, PDF,
More informationQuick Reference Reconciler
The Commercial Card Expense Reporting (CCER) service Quick Reference Reconciler Accessing the Commercial Card Expense Reporting (CCER) service 1. Sign on to the Commercial Electronic Office (CEO ) portal
More informationCourse Alteration and Deletion
Course Alteration and Deletion The proposal forms within Curriculog are based on the previous paper versions of the forms. The following general directions are for: Deletion of an Existing Course LEVEL
More informationPayments. Treasurer Workshop
Payments Treasurer Workshop www.purdue.edu/boso COOL LOG IN Log in to My Purdue Cool Main Page Choose the Organization Name and Account you wish to use. Some students are in multiple clubs or have multiple
More informationHelp Guide for PITC PQ Specialists: Using Concur for Expense Reports
Help Guide for PITC PQ Specialists: Using Concur for Expense Reports I. Submitting Local Mileage Using Concur 1. Go to the Intranet, choose Concur from the Business Tools box: 2. Click on Concur, go to
More informationHow to Order a Four Panel Brochure through Print Services. Go to the Print Services Web Page and select the Online Store link.
How to Order a Four Panel Brochure through Print Services Go to the Print Services Web Page and select the Online Store link. 1 Enter your Username and Password on the Print Services Online Ordering home
More informationUnderstanding the New Rewards System
Understanding the New Rewards System Table of Contents 420 Green Street, Suite 202 ON Toll-Free: 888.665.4927 Fax: 866.877.0897 www.360incentives.com 1. Understanding the New Rewards System 3 2. Register
More informationCreating a Domestic Expense Report
Creating a Domestic Objective: In this section we will go over the steps in detail on how to create an 1. Hover over the + New button near the top of the screen, and select Start a Report. OR click on
More informationVendor Payment Remittance Portal User Guide
Vendor Payment Remittance Portal User Guide Rev 3US 1-2016 Table of Contents Section 1: Logging into Nexonia Page 3 Section 2: Managing Account General Information Page 4 Payment Information Page 5 Uploading
More informationQuick Reference Cardholder
The Commercial Card Expense Reporting (CCER) service Quick Reference Cardholder Accessing the Commercial Card Expense Reporting (CCER) service 1. Sign on to the Commercial Electronic Office (CEO ) portal
More informationCREATING & SUBMITTING EXPENSE REPORTS. Myrna Sta Ana Accounts Payable
CREATING & SUBMITTING EXPENSE REPORTS Myrna Sta Ana Accounts Payable Certify Homepage This is your Homepage in Certify. My Certify Wallet all receipts and expenses reside here once you have added them
More informationMarch 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR
March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR 1 Contents Logging into Concur... 3 Concur Home Page... 4 Updating Profile (Personal Information)... 5 Travel Tab (Getting estimates for air, hotel,
More informationTravelers Guide for Concur
Travelers Guide for Concur Preparing travel Requests, cash advances, and travel Expense Reports Youngstown State University does not discriminate on the basis of race, color, national origin, sex, sexual
More informationQuick Reference Approver
The Commercial Card Expense Reporting (CCER) service Quick Reference Approver Accessing the Commercial Card Expense Reporting (CCER) service 1. Sign on to the Commercial Electronic Office (CEO ) portal
More informationAttachment Process via OB10
Attachment Process via OB10 HP is able to accept attachments or back up documents like time sheets, receipts etc along with your invoice via the OB10 service. How does it work? Ł Once you are enabled,
More informationCERTIFY Travel & Expense Reporting System. November 2018
CERTIFY Travel & Expense Reporting System November 2018 CERTIFY CI s New Travel Booking and Expense Reporting System BASIC USER Basic User in Certify is someone with an Employee Role who creates and submits
More informationDigital Intelligence Systems, LLC PeopleSoft Guide Vendors
Digital Intelligence Systems, LLC PeopleSoft Guide Vendors Version 1.0 July 2016 CONTENTS INTRODUCTION... 3 1.1 Change Password... 3 PROFILE INFORMATION... 5 2.1 Identifying Information... 6 2.2 Address...
More informationQuick Reference Approver
The Commercial Card Expense Reporting (CCER) service Quick Reference Approver Accessing the Commercial Card Expense Reporting (CCER) service 1. Sign on to the Commercial Electronic Office (CEO ) portal
More informationThe PPL WEB PORTAL Instruction Manual. for. Support Brokers. June Massachusetts Participant Directed Program
The PPL WEB PORTAL Instruction Manual for Support Brokers June 2010 Massachusetts Participant Directed Program PPL Customer Service Phone: 888 866 0869 PPL Fax: 877 563 6438 PPL Email: PPLMA_PDP@pcgus.com
More informationConcur Expense QuickStart Guide. SAP Concur Technologies Version 1.7
Concur Expense QuickStart Guide SAP Concur Technologies Version 1.7 July 18, 2018 2004 2018 SAP Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur
More informationDashboard: Create, Track, & Manage Requisitions
Dashboard: Create, Track, & Manage Requisitions Create new Requisitions Search for and copy completed requisitions Continue work on requisitions placed in draft View the status of pending requisitions
More informationUpdating Your Local Program Webpage
I. Go to www.soor.org Updating Your Local Program Webpage II. III. IV. On the top right hand side of the home page of www.soor.org click on LPC LOGIN. Type in your Username and Password, then click the
More informationConcur - Create an Expense Report Last Updated: June 2017
Concur Expense Report Expense reports are used to claim for individual reimbursements for staff, faculty, guest and students. This includes travel expenses (per diems) and/ or reimbursements for any out
More informationStep 1: Accessing the E-Procurement site
Step 1: Accessing the E-Procurement site Log into MyPace Portal Click on the Staff tab 1 Page down and click on E-Procurement Log into E-Procurement 2 Step 2: Accessing the Special Payment Request Form.
More information19_Amend Supplier Contract
19_Amend Supplier Contract Purpose: How to Access: Audience: The purpose of this task is to create an amendment to an approved Supplier Contract. Enter Create Supplier Contract Amendment in the search
More informationConcur 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 informationBUSINESS LICENSE APPLICATION LOGGING INTO YOUR ACCOUNT
BUSINESS LICENSE APPLICATION You must be a registered user before you can apply for a Business License. To assure that your application is processed in a timely manner the following items are required:
More informationUser Guide to Mesquite s Citizen Access Portal (CAP) Planning and Zoning Division Viewing Reviewed plans
User Guide to Mesquite s Citizen Access Portal (CAP) Planning and Zoning Division Viewing Reviewed plans Updated: Tuesday, September 18, 2018 The Citizen Access Portal (CAP) website is: https://energov.cityofmesquite.com
More informationProtemos Quick Start Guide
Protemos Quick Start Guide Get started with Protemos System values settings Add clients Add vendors Add new translation project Create invoices for clients and control their payment Invoices from vendors
More informationTable of Contents STEP 1: LOGGING ON:... 2
Travel Settlement Instructions Northern Michigan University Table of Contents STEP 1: LOGGING ON:... 2 STEP 2: CREATING A REPORT... 3 STEP 3: ADDING AN EXPENSE (NMU Credit Card)... 5 STEP 3.1: ADDING AN
More informationConcur California State University, Stanislaus Financial Services
Concur California State University, Stanislaus Financial Services Employee Reimbursements Non-Travel Accounts Payable 1 Table of Contents Getting Started... 3 Set up your Profile... 5 Enter your Information...
More informationFilename:QIM-DP-05-Approve Quality Reject and Set in Process Page 1 of 12
This Desktop Procedure demonstrates the steps to View & Download Attachment, Upload a QRA Attachment, and then Set the Issue Status to In Process in QIM. 1. Click the Worklists tab in the Navigation Pane.
More informationConcur Procurement QuickStart Guide. Concur Technologies
Concur Procurement QuickStart Guide Concur Technologies Version 1.3 As of: June 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/
More informationConcur Expense User Guide
Concur Expense User Guide Table of Contents What is Concur?... 2 What Can You Use it For?... 2 Logging onto Concur... 3 Exploring the Home Page... 4 Reviewing and Updating Your Expense Profile... 5 Expense
More informationHow to Allocate in Concur How to charge multiple cost objects
How to Allocate in Concur How to charge multiple cost objects Quick Reference Guide This Quick Reference Guide demonstrates how to Allocate - split charges between multiple *Cost Objects in Concur. Process
More informationEverBank Loan Document Center
User s Guide EverBank Loan Document Center Introduction EverBank s Loan Document Center is a web portal designed for the secure submission of loan files and documents. Recommended Image Format To ensure
More informationLast Updated 11/13/15. LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing
Last Updated 11/13/15 LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing Lockheed Martin Procure to Pay November 2015 Procedure This quick reference guide navigates through the DCI
More informationConcur Travel QuickStart Guide
Concur Travel QuickStart Guide Concur Technologies Version 1.3 As of: June 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/
More informationConcur Expense Reporting- Step by Step User
Concur Expense Reporting- Step by Step User To log into your Concur account, in your internet browser type in https://www.concursolutions.com/signin.asp and press enter. The Concur Sign in page will appear.
More informationPers Pe on o al a lse t Se t t ings ings & & At A tribut tribut Payment n t R e R quest ques t Document Documen t (PRD) MM_PRD_200 Click Click an
Personal Settings & Attributes Payment Request Document (PRD) MM_PRD_200 Click anywhere on the slide to proceed through this course Personal Settings and Attributes 1 Personal Settings Overview Personal
More informationQuick Reference Card Completing an Expense Report in Concur Travel and Expense
Use this QRC when completing an expense report from an approved travel request in Concur Travel and Expense. Log In To Concur Go to the Employee Portal at www.purdue.edu/employeeportal. Choose Travel System
More information1. On the Quick Task Bar in Concur, click the Required Approvals tile to view Requests or Expense Reports pending your approval.
Concur allows managers and supervisors to approve travel requests and expense reports online; replacing the need for a physical signature and allowing approvals from any computer or smartphone with an
More informationRECONCILING IN SMARTDATA
A GUIDE FOR ALL USERS AUGUST 30, 2016 ARIZONA WESTERN COLLEGE By Peggy Hayes Once you are logged in to SmartData, you will see your Home Screen. If you have multiple roles in the system, such as Cardholder,
More informationAustralian Childhood Immunisation Register
Australian Childhood Immunisation Register Guide to logging on to the secure Internet site www.medicareaustralia.gov.au Table of contents The Australian Childhood Immunisation Register (ACIR) secure site
More informationOracle isupplier. Supplier User Guide
Supplier User Guide Table of Contents isupplier Application, Help and Support... 3 Registration... 3 For Help... 3 Overview... 4 User Registration... 5 Login to isupplier... 7 isupplier and Sourcing Responsibility
More informationConcur Travel & Expense Frequently Asked Questions
What is Concur Travel & Expense? How do I log in to Concur Travel & Expense? What should I do the first time I log into Concur Travel & Expense? What are the required fields on the profile page? What if
More informationMISSOURI FBLA-PBL BLUE PANDA REGISTRATION SYSTEM SERVICE. EDUCATION. PROGRESS.
MISSOURI FBLA-PBL BLUE PANDA REGISTRATION SYSTEM SERVICE. EDUCATION. PROGRESS. LOGGING IN Visit http://app.gobluepanda.com/ Login using the following Username: MOFBLA_[chapter number] Ex: MOFBLA_12345
More informationConcur Travel & Expense EXPENSE REPORT
Concur Travel & Expense EXPENSE REPORT Overview Overview Creating an Expense Report Attaching Receipts/Attachments Allocation Expense Report Submission Expense Report Approval Workflow Processing Overview
More informationJob Aid: My Remittance Reporting. Contents. Access
Job Aid: My Remittance Reporting The purpose of this document is to provide step-by-step instructions to select files and remit and pay in the My Remittance Reporting section of AgentNet. Contents Access...
More informationScholastic Oracle Cloud Supplier Portal User Guide
Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage
More informationPortable Data Terminal
Arch User Guide ver. 25 Classification: Document History Date Version Changed By Details 2016-03-06 1.0 Michelle Lategan Created Document Document Version 1.0 Last Update: Table of Contents Page 1 of 16
More informationPremier Choice Group s Billing Platform User Guide
Premier Choice Group s Billing Platform User Guide CONTENTS SECTION 1 INTRODUCTION... 1 SECTION 2 LOGGING IN... 2 SECTION 3 VIEWING YOUR INVOICES... 3 SECTION 4 CREATING REPORTS... 4 SECTION 5 CALL ANALYSIS...
More informationEmployee Expense Submission Guide
Employee Expense Submission Guide Expense Submission 2.4 Published October 2018 v2.4 Table of Contents First-Time Registration... 3 Submitting Expenses... 4 Employee Expenses... 6 Entering Your Expense
More informationSigning up for Online Services Portal:
1 Signing up for Online Services Portal: 1. Go to the Town website (www.kiawahisland.org) 2. Click on I m a Business 3. Scroll down and click on Online Services 4. At the end of the paragraph click on
More informationUser Guide to Mesquite s Citizen Access Portal (CAP) Planning and Zoning Division Uploading Documents for Review
User Guide to Mesquite s Citizen Access Portal (CAP) Planning and Zoning Division Uploading Documents for Review Updated: Tuesday, January 16, 2018 The Citizen Access Portal (CAP) website is: https://energov.cityofmesquite.com
More informationProposal Approver Addendum COEUS LITE V Proposal Development: The Proposal Approver Addendum
COEUS LITE V4.4.4.1 Proposal Development: The Proposal Approver Addendum Table of Contents Knowing When a Proposal is Available for Review... 3 Notifications in the COEUS Inbox... 3 Emailed Notification...
More informationThis guide will assist staff who will be approving PCard Statements in Concur.
Youngstown STATE UNIVERSITY One University Plaza Youngstown, Ohio 44555 PCard Training In Concur - Approver This guide will assist staff who will be approving PCard Statements in Concur. The instructions
More informationWhat is your relationship with the University? Are you a student employee and/or a student?
What is your relationship with the University? Are you a student employee and/or a student? To verify, use Find People http://find.pitt.edu/. If your University Relationship is only Registered Student,
More informationHome Tab Training. Page 1/5
Home Define options available under dashboard, my profile, and TAI Upload tabs. Dashboard Options How To Select a SPN How to download an invoice [save] (from web) My Profile How to Update Your Profile
More informationRetail Fashion Expert User Guide Independent Customer
Retail Fashion Expert User Guide Independent Customer Training Material Document Version: 1.1 Software Version: 1.0 Last Revised: MAY21-10 Expert: Customer Service 204.982.5587 2008 Nygård International
More informationEntering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI
Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI Select the Finance Tab at the top right of the screen. Select Purchase Orders from menu list on the left side of page. Select or to start a
More informationEntry. Steps. 1. Go to Select the Sign in with your 4-HOnline account option the GREEN box.
Polk County 4-H Family Fair FFA entries view FFA Entries Help Sheet Important Reminders Entries are due: Between May 17 and July 1 Recommended browsers: Google Chrome or Mozilla Firefox. Older versions
More informationPay-In Procedures. The top drop down menus do the following: General Revenues A. Payment Processing A. Payment Entry
Pay-In Procedures The top drop down menus do the following: General Revenues A. Payment Processing A. Payment Entry 1 1. Click the add icon in order to add a batch. 2. Tab down to RECEIPT OPTIONS and type
More informationScholastic Oracle Cloud Supplier Portal User Guide
Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage
More informationConcur Travel & Expense CAMPUS TRAINING GUIDE & LIVE DEMO
Concur Travel & Expense CAMPUS TRAINING GUIDE & LIVE DEMO Training Agenda This training will be approximately 1.5 hours long and will go over the basics of Concur Travel and Expense system. Additional
More informationDigital Storefront Ordering System
Dedicated to Helping You with all of Your Printing and Duplicating Needs Digital Storefront Ordering System NCUSD#203 District Print Center 712 West 5th Avenue 630/420-6411 Fax: 630/527-6063 IPSD#204 District
More informationQuestions (Click to see the answers)
Questions (Click to see the answers) 1. What versions of QuickBooks does the Concur manual file import support?... 1 2. Can both Company Cards and Employees be paid via QuickBooks?... 1 3. What data does
More informationSAP 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 informationHow to Submit a Grant
How to Submit a Grant 1. Press the Start a New Application link. 2. Fill in the contact information. 3. Press the Save and Proceed button. NOTE: Your grant information is saved anytime you select the Save
More informationOnline Registration FAQs
Online Registration FAQs o How do we register individuals from the back end? (Over the phone) o How do we send emails to individuals on the roster? o How do we view and print a roster of individuals attending
More informationApproving P Card Expense Report
Approving P Card Expense Report These instructions will cover how to approve P Card Expense Report. Requirements: A P Card Goods/Services Expense Report will be required for any goods and/ or service purchases
More informationSupplier Registration Instructions
Supplier Registration Instructions Before you begin: Recommended use is Internet Explorer 10 or 11 Clear your cache Launch your browser and click on Internet Options, Delete, Delete Browsing History Copy
More informationSAP ONLINE PAYMENT USER GUIDE
SAP ONLINE PAYMENT USER GUIDE JHM SAP Training www.hopkinsmedicine.org/sap saptraining@jhmi.edu June 5, 2013 CONTENTS Contents... 2 Accessing The Online Payment Request (AP Electronic Check Request) -
More informationConcur Expense User Interface Updates
Contents What s changing?...2 Report Library...2 Create Report...4 Travel Allowances...5 Create an Expense...6 Allocations... 13 Quick Report... 16 Manage Expenses... 17 Expense Report Menus... 18 Itemizations...
More informationMembership Portal Manual
Membership Portal Manual Table of Contents Login... 4 Contact Tab... 6 Contact Information Dropdown...6 Features on the Contact Information Dropdown... 6 Account Information Dropdown...6 Features on the
More informationEZ Parent Center Directions Parent Sign Up and Purchase Preordering
EZ Parent Center Directions Parent Sign Up and Purchase Preordering Parents should contact your school (or caterer) when any type of support is needed. You can use the following link https://www.ezparentcenter.com/site/ezparentcenter_contact.aspx
More informationRegisterASA.com 2011 Season
How to Register ateam Version 1.01 Rev 2011.01 RegisterASA.com 2011 Season 1 How to Register a Team If you previously registered your team on RegisterASA you first need to decide if you re going to use
More informationCHROME RIVER GETTING STARTED
CHROME RIVER GETTING STARTED Chrome River Glossary Allocation: Index(es) that will be Charged for Expenses Alternate Email Address: Additional Email address(es) you will use to send images to Chrome River
More informationNEW AUTHORIZATION REQUEST USER GUIDE. For Premera Blue Cross Medicare Advantage Plans providers using Clear Coverage
NEW AUTHORIZATION REQUEST USER GUIDE For Premera Blue Cross Medicare Advantage Plans providers using Clear Coverage 1 CLEAR COVERAGE NEW AUTHORIZATION REQUEST USER GUIDE 1. Log into One Health Port (OHP)
More information