PaymentNet®: Approvers
Login at: https://www.paymentnet.jpmorgan.com
Organization ID: US00007
User ID: Enter your assigned User ID
Password: Enter your Password
Refer to the job aid “Logging In” for instructions on first time login, registering your
computer, using a temporary password, and retrieving a forgotten password.
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ඹ Home – Returns you to the Welcome screen.
ය Contact Information – Lists Program Administrator contact
information, as well as JP Morgan support information.
ර My Profile – Change password, update authentication
questions, e-mail address, and e-mail notifications.
඼ Logout – Securely end your PaymentNet® session.
Procurement Card Administrator: 330-972-7340
ල Menu Bar – Lists features you are permitted to access.
Online Help is available on every screen.
඾ Messages – Important messages from the program
administrator.
඿ Items Awaiting Your Action – Provides quick links to items
needing your attention, such as transactions to review/approve.
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PaymentNet®: Approvers
Review and Approve Transactions
Supervisors should NOT approve transactions until the cardholder has added
a note for each transaction and marked each transaction as reviewed. Once
the supervisor has approved a transaction, the cardholder cannot go back in
and make any changes, such as changing the speedtype or adding notes.
Approvers should verify the following:
x No sales tax is charged for Ohio purchases
x Speedtype is correct
x 4-digit account code has been added
x Notes have been added
x Purchase is authorized
x Receipts have been uploaded
1. There are a number of different methods to access transactions that need approval::
a. From the menu, select Transactions > Manage. This shows the transactions for
f the
h last
l 30 days.
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b. Click the “Transactions for Approval” link under the Items Awaiting Your Action dialog box. This will show ONLY those transactions
which need approved.
c. Create a query to locate specific transactions. Refer to instructions on the next page “Create a Query to View Transactions”
2. Click the transaction you wish to review and approve.
3. Make any necessary changes to the transaction. Select the Approval1 checkbox on the Transaction Detail: General Information tab.
4. Click Save.
5. To approve multiple transactions at once, on the Transaction List page, click the select box for each transaction to approve and then select the
Approved button.
Procurement Card Administrator: 330-972-7340
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PaymentNet®: Approvers
Create a Query to View Transactions
Selecting Transactions > Manage will list the transactions for the last thirty days. You can create a query to find transactions based on specific criteria.
1. From the menu bar, select Transactions > Query.
2. Enter a date range.
a. Field: Select either Post Date or Transaction Date from the drop-down list.
b. Operation: Select the desired operator. Use “between” to enter a range of dates.
c. Value: Either enter the date or use the calendar icon to select the date(s). Dates should be in the MM/DD/YYYY format
3. Enter the criteria using the drop-down to select from the list of available fields. For example, “Waiting for my review (Field) Is Equal To
(Operation) and a checkmark in the Value.
4. If additional rows of criteria are needed, click the plus
icon. To delete a row of criteria, click the Trash can icon.
5. Optional: In the Order By section, specify the appropriate order for the columns by clicking the Plus
icon to add a field and then select the
appropriate Field and Order Sequence.
6. Click the Process button to run the query. Query results will display on the Transaction List screen.
7. If you wish to save the query, click the Save Query link and enter a name for the query. Click the Save button.
a. The query will be available under the Save Query drop-down list.
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Procurement Card Administrator: 330-972-7340
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PaymentNet®: Approvers
View and Printing a Statement
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Select Transactions > Statement from the menu bar.
If you have more than one account number, use the drop-down to select the appropriate account number.
Select a date from the Billing Date drop-down.
Click Download Statement.
Procurement Card Administrator: 330-972-7340
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Version 2014.04.28