PaymentNet®: Cardholders
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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❶ Home – Returns you to the Welcome screen.
❺ Menu Bar – Lists features you are permitted to access. Online
Help is available on every screen.
❷ Contact Information – Lists Program Administrator contact
information, as well as JP Morgan support information.
❻ Messages – Important messages from the program administrator.
❸ My Profile – Change password, update authentication questions,
e-mail address, and e-mail notifications.
❼ Items Awaiting Your Action – Provides quick links to items
needing your attention, such as transactions to review/approve.
❹ Logout – Securely end your PaymentNet® session.
Procurement Card Administrator: 330-972-7340
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PaymentNet®: Cardholders
Change SpeedType, Add a Note, Add Subcode,
1. Either click the “Transactions for Review” link under the Items Awaiting Your Action dialog box OR from the menu, select Transactions >
Manage. Selecting Transactions > Manage will show ALL the transactions for the last 30 days. To go back further than 30 days, refer to Page 6
for information on running queries.
2. Select the transaction by clicking on any field in the transaction line.
3. To change the speedtype: Highlight the speedtype and enter the new speedtype.
4. To enter a sub code: Enter the sub code in the 4-Digit Account field.
5. To enter a note: Enter the note in the Transaction Notes box. The note should include the business purpose and who the purchase was for. If
prior approval was granted, this should also be noted. Every transaction should have a note.
6. Click the Reviewed box to indicate the transaction has been reviewed.
7. Click Save.
8. Click the Receipts tab to attach the receipt(s).
For every transaction:
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Verify and change the speedtype, if necessary
Add a sub code (4-digit account)
Add a note
Attach the receipt
Check the Reviewed box
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PaymentNet®: Cardholders
Attach Receipts
1. Click the Attach Receipts button.
8. Click the Browse button and locate the file to be uploaded.
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9. The file name should be listed under the “Receipt” heading. Click the Save button.
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PaymentNet®: Cardholders
Split Charges
1. Select the transaction by clicking on any field in the transaction
line.
2. Click the Add Lines button.
3. Enter the number of lines (splits) you need.
4. Click the Add button.
5. The lines will appear at the bottom of the screen. To
view/update the details for each line, click the arrow above
the Item number.
6. Complete the fields that display – you may split a transaction
by either percent or dollar amount. Be sure to enter the
appropriate speedtype, subcode, and either the amount or
percent to be charged to the account.
7. Enter a note in the Transaction Notes box to indicate the
business purpose and who the purchase was for.
8. Click the Reviewed box.
9. Click the Save button.
Dispute a Transaction
Before disputing a transaction, attempt to resolve the issue directly
with the merchant.
1. From the menu, select Transactions > Manage.
2. Select the transaction by clicking on any field in the transaction
line.
3. Select the Dispute button.
4. The Dispute form displays. Confirm your email address.
5. Select the Dispute Reason from the drop-down list.
6. You may be prompted for additional information.
7. Click Submit.
The following colors in the Transaction List represent the
status of a dispute:
Red = Dispute in Process
Yellow = Dispute Submitted
Green = Dispute resolved
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.
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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 specified 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.
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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