Attaching a Receipt to a Transaction
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PaymentNet Help > Transactions > Managing Transaction Receipts > Attaching a Receipt to a Transaction
PaymentNet Online Help
Attaching a Receipt to a Transaction
You can attach a receipt to a transaction within PaymentNet. For example, your organization might require that you
attach receipts to transactions that exceed a specific dollar amount.
PaymentNet provides two methods you can use to attach receipts. The first method is to upload a scanned receipt.
When you upload a scanned receipt, the file size can be any size up to 20 MB (megabytes). Additionally, you can upload
five files at one time, but there is no limit to the total number of files attached to a transaction. PaymentNet supports
JPG, GIF, TIFF, and PDF file formats.
The second method is to fax a receipt. When you select the option to fax a receipt, PaymentNet automatically
generates a fax cover sheet that identifies the related transaction details and your PaymentNet user information. The
cover sheet also includes a barcode that enables PaymentNet to identify the transaction to which the receipt will be
attached.
When you send a fax message, the PaymentNet fax cover sheet must be the first page of your fax transmission,
followed by your receipt.
You can attach a receipt to a transaction at any time, regardless of the transaction approval or export status.
This topic describes how to add a receipt to a transaction. For instructions on how to add multiple receipts to multiple
transactions, see Attaching Receipts to Multiple Transactions.
To attach a receipt to a transaction:
1. Select Transactions > Manage.
PaymentNet displays the Transaction List screen.
2. Click the transaction to which you want to attach a receipt. Alternately, you can run a query to find the
transaction you want to work with.
PaymentNet displays the General Information screen.
3. Click the Receipts tab.
PaymentNet displays the Receipts screen.
4. Click the Attach Receipts button.
PaymentNet displays the Attach Receipts window. The image below displays the options to upload and fax
receipts; however, these options might vary based on your organization’s settings.
5. Do one of the following:
„
To upload a scanned receipt:
a. Click the Browse button.
A Windows Explorer window displays.
b. Select the file(s) you want to upload. You can only upload five files at once.
c. Click the Open button.
PaymentNet displays the file name in the Receipt section.
d. Click Save.
„
PaymentNet displays a confirmation message that indicates the images will be available in a few hours.
If applicable, you will receive an e-mail notification once the receipt images are available.
To fax in a receipt:
a. Click the Print Fax Cover Sheet button.
PaymentNet displays a fax cover sheet. The cover sheet automatically populates with your employee
information and transaction details.
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Attaching a Receipt to a Transaction
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b. Review the fields that display on the cover sheet and ensure that you selected the correct transactions. If
the transactions are incorrect, close the window, select the correct transactions and generate a new fax
cover sheet. For a complete list of fields that display, see Fax Cover Sheet Fields .
c. Print the cover sheet.
d. Fax your receipts to the number indicated on the cover sheet. The first page of your fax transmission
must be the cover sheet. If receipts are not faxed within 48 hours of when you print the cover sheet,
PaymentNet sends you a reminder email indicating that the cover sheet has not been received.
Fax Cover Sheet Fields
Organization ID
This field displays your Organization ID.
Employee Name
This field displays your Employee Name.
Generated Date
This field displays the date when the fax cover sheet is
generated.
Coversheet ID
This field displays an automatically generated coversheet ID.
Employee ID
This field displays your Employee ID.
Posted Date
This field displays the date when the transaction was posted to
PaymentNet.
Transaction ID
This field displays the transaction ID.
Merchant
This field displays the identification number of the merchant
where the transaction was conducted.
Amount
This field displays the transaction amount.
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https://www.staging1.paymentnet.jpmorgan.com/help/PNet4_User_Guide/PNet4_UG_Ch1... 4/10/2013