CARDHOLDER QUICK REFERENCE GUIDE FOR SDG21CARDHOLDER QUICK REFERENCE GUIDE FOR S

CARDHOLDER QUICK REFERENCE GUIDE FOR SDG21CARDHOLDER QUICK REFERENCE GUIDE FOR S www.phwiki.com

CARDHOLDER QUICK REFERENCE GUIDE FOR SDG21CARDHOLDER QUICK REFERENCE GUIDE FOR S

Poellnitz, Brian, Host has reference to this Academic Journal, PHwiki organized this Journal CARDHOLDER QUICK REFERENCE GUIDE FOR SDG21CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 If you are logging on as long as the first time the instructions are as follows: · Click “Cardholder SelfRegistration” · Enter your 16 digit account number · Enter the Company Code: 0428142 CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2“Cardholder Registration”User ID Requirements · Your user ID must be at least six characters in length with no spaces or special characters. · Your user ID is case sensitive. · Create an ID that will be easy as long as you to remember, but difficult as long as others to guess. Once you have entered in addition to confirmed all of your in as long as mation, click “Register Account”. There will be a message indicating that your user ID has been created. Click to Return to Login page in addition to reenter your user ID in addition to password you created . This will take you to the Home Page, which gives you a great deal of in as long as mation regarding your account. If you click on the Account User’s Guide link in the bottom right of the Home Page screen, in addition to then go to page 9 in the guide, you will see a detailed explanation of the Home Page screen. (On most monitors, you have to roll up the page in addition to click on “view more” to get to the link.)Important NoteYour ID must be unique in the whole MasterCard database. If you try an ID that is already being used you will get the following message –The user ID you specified already exists in the application. Please try again.· Enter your email address in addition to confirm.· In the “Password” area, enter your new password. NOTE –Password is casesensitive.· Passwords must contain a combination of letters in addition to numbers at least eightcharacters in length. At least two of the characters must be numbers.· From the drop down window, select a security question.· In the next box enter your answer to the security question you selected.NOTE ~ your security answer must be at least 4 characters long in addition to cannotContain spaces.3

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CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 ASDG2 HOME PAGE A. Menus: provides access to all screens in addition to operationsB. Account Activity Summary: Contains important transactional in as long as mation.C. Date Range: Specifies the transactions to include in the account activity summary sections.D. News in addition to Links: Displays messages in addition to resources posted by application administrators.E. Reports & Data Files: Provides access to reports.F. Resource Center: Provides application user guides, interactive tutorials, online help, etc.G. Review required: Latest transactions that have posted to your account.H. Snapshots: Graph of spend by category in addition to total spendPrint the expense report in addition to attach all receipts to the report.Sign & date the report in addition to submit it to your supervisor as long as approval signature.H in addition to deliver the report to the drop box in the Controller Office of Parsons Hall.The system deletes completed reports after 30 days.4ABCDEFGHCARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 ALLOCATING TRANSACTION DATA The SDG2 system refers to entering account number in as long as mation as “Cost Allocation” or “Allocating Transaction Data”. · Place you cursor on ACCOUNT ACTIVITY. · Click “Transaction Summary”5 ALLOCATING TRANSACTION DATA (cont’d.) Search Criteria · Selecting Reporting Cycle will provide a listing of all the billing cycles available. · Selecting Date Type allows you to specify a specific date range of transactions to review. · Date Type: Posting Date is when the transaction was applied to your account. Transaction Date is the date the charge was authorized. Use Posting Date if matching to your statement. This selection is grayed out when you select Reporting Cycle because it is set up to default to Posting Date. NOTE: We will use Reporting Cycle as long as processing transactions. You may use the specific date range when you want to search as long as in as long as mation. A note about navigation within the SDg2 system: Do not use the back button on your web browser. Click on the as long as m names in blue under the blue heading bar to navigate to a different as long as m. Or, use the menu items from the blue heading bar.6

CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Allocating Transaction Date (Cont’d)”The 3 icons or buttons at the left of each transaction are, from right to left: Transaction, Split Transaction, in addition to Accounting Detail.The “Transaction” button will give you all the in as long as mation that is available as long as that transaction. It is as long as in as long as mation purposes.The “Split Transaction” button is to be used when you have to change in addition to expense to more than one index in addition to /or account.The “Accounting Detail” button will bring you to the ‘Accounting Codes In as long as mation’ box that contains the fields that need to be filled in as long as the transaction as long as data entry.All transactions meeting your date/status criteria will be listed on the screen.When you click on the “Exp in addition to All” link located to the left near the SEARCH RESULTS bar; you will see which transactions need to have your account numbers added. 7CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Allocating Transaction Date (Cont’d)”The “Exported” icon lets you know you transactions has been exported. You cannot change an exported transaction. For more in as long as mation, see your manager or administrator. The “Line Item” button gives you a list of items purchased as long as the specific expense. This in as long as mation is carried over from level three merchants.8CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Allocating Transaction Data (cont’d)”The ‘Expense Description’ box is where you will need to enter a business purpose/event.The ‘index group’ is where you select from the group of indexes according to the beginning letter of the index.Change the index from within the index boxChange the account code from within the account code boxClick on the ‘reviewed’ checkbox as long as each transaction to lock your transactions.Click on the ‘save’ button at the top or bottom right of the screen.The ‘review’ check box will disappear in addition to a padlock will appear n its place. Note: If the index does not appear in the dropdown list, contact Barbara Tschida, barbara.tschida@indstate.edu, ext 2976 orDonna Scarbrough, donna.scarbrough@indstate.edu, ext 3519 as long as assistance.9

CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 PRINTING EXPENSE REPORT – ONCE PER BILLING CYCLECARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Scheduling Expense Reports”.Click on “Account Activity” at the top of the screen.· Click on “Schedule Report”.· Select “Expense Report” from the Report Selection.· Follow procedures on the following pages:10CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Scheduling Expense Reports (cont’d)” Notice there are two (2) screen shots in the display below. DO NOT make any changes to these two pagesONLY click on the “NEXT” buttonDO NOT MAKE ANY CHANGES TO THESE TWO (2) SCREENS 11CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Scheduling Expense Reports (cont’d)”Schedule Report: OptionsALWAYS click on the box to “include splits”Put a description in the “description “ box (could be billing cycle month, your choice)Click the NEXT button12

CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Scheduling Expense Reports (cont’d)”Schedule Report: FrequencyClick on the radial button next to “Reporting Cycle”. Select the Billing Description as long as the appropriate statement period (such as “March 14 (03/16/2014-04/15/2014).Click “Save” to schedule the report.When the report appears in the Completed Reports section (on home page), open or download the report.Hint: Use “Reporting Cycle” as long as completed cycles.Use “run Once” only when running a report in the middle of the cycle.13CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Supervisors In as long as mation”SMART DATA GENERATION 2 SUPERVISORGroup managers are system users that need access to code accounting detail as long as transactions on cards as long as which they are not the cardholder. They may also be card holders with multiple cards due to split jobs or other reasons. Examples of group managers are department secretaries or executive assistants who expedite the collection of receipts in addition to coding of transactions as long as cardholders in their area.Group Managers are set up using the first initial of first name, complete last name in addition to followed by -s.See example as follows:User name=Jane Jones User ID=jjones-sPassword=042814As soon as you sign in, you will be prompted to change your password in addition to provideanswers to some security questions. See the password set up on page 3 of this manual.If you are a group manager, your initial sign-on screen will look a little different becauseyou will have 4 tabs in the blue bar (Financial, Reports, Account, User) instead of the 2tabs (My Profile, Account Activity) listed as long as regular cardholders.14CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Supervisor In as long as mation”In order to access cardholders in addition to their transactions, place your cursor on FINANCIAL, click on ACCOUNT SUMMARY.A search screen will appear. Select –ALL ACCOUNTS from the search dropdown in addition to click on the search button. A List of the cardholders in your group will appear (see next page).15

CARDHOLDER QUICK REFERENCE GUIDE FOR SDG2 “Supervisor’s In as long as mation (cont’d)”Click on the CARDHOLDER NAME 1 to select a cardholder account to code in addition to /or review. At this point the process as long as the allocation of transaction data is the same it is as long as the cardholder. Turn back to page 6 in this manual to follow the guides. The other thing that is a little different is that group managers access the report capability from the tab REPORTS on the blue bar instead of as a menu option under ACCOUNT ACTIVITY.NOTE: Notice there are two (2) screen shots in the display below. 16CARDHOLDER QUICK REFERENCE GUIDE FOR SDg217

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