Quick Access Guide

  PaymentNet User Quick Access Guide

• Direct your browser to www.paymentnet.com
  
• Organizational ID : us63207
  
• User ID: Unique to each user/same as College User ID
  
• Pass Phrase: xxxxxxxxx (provided within card envelope)
  
• Select PaymentNET from menu at left.

Reviewing and/or Reconciling a Transaction

Transactions for your account will be displayed for verification on the first screen. This is your default view. There are four typical actions:
1) If transaction is valid and allocated correctly as shown, check the Rev box.
2) To reassign GL number, click on Trans ID. Correct chartfields as required. Check the Rev box in upper left corner of screen. SAVE
3) To allocate a transaction between more than one account, click on Trans ID. Select Split. Select Edit Row. Correct chartfields as required. Check the Rev box. SAVE SPLIT
4) If the transaction is incorrect, invalid, or inaccurate, please contact pcard program administrators for assistance.

Producing the Monthly Report

The College has identified one particular report within PaymentNet as the only report acceptable for submission with records packets. You can prepare the report as follows:
1) Select My Reporting from the drop down menu on the navigational View bar
2) Select Transaction radio button
3) Select Transaction Detail with GL and Notes. Ensure cycle is for correct month in criteria fields
4) Select Process Criteria
5) Select <pdf> as viewing preference
6) Select report from Available Download Files queue to open. Print.

End