Help With Your JP Morgan Chase Purchase Card
When first logging on to the system:
- The system seems to work best with Explorer
- TURN OFF your pop-up blocker (under Tools)
- Delete browsing history (under Tools)
- Set your browser compatibility view (under Tools, see the below link for details)
- The system will require you to update your pass phrase. The new pass phrase must be 8 characters and include at least one number or letter (no special characters)
How to Review or Approve Charges
Go to Transactions List Menu and then Manage. Only the transactions posted in the last 30 days that have already been reviewed will appear.
You must set your view to see beyond the 30 days to capture all the entire approval window.
Click this link to set up your view :
Note All transactions on this screen have not been downloaded into the General Ledger. Once that has been done, transactions cannot be edited, although they can still be viewed or used for reporting.
Transaction Detail Screen
To view the detail an individual transaction, click on the text of any transaction.
You may assign accounting codes to each transaction, split transaction to multiple accounting codes, dispute transactions, and review or approve transactions from the Transaction Detail page.
Using the checkboxes, match transactions with receipts and click “Review.” Managers can click “Approve.”
How to View your Monthly Statement
Click the icon to the right on the tool bar that resembles a person. Click the Accounts tab and then statement to the right of the account.
How to Query (search) Specific Parameters
The Query function enables you to view the transactions that meet user-specified criteria. Queries are available on the Transaction List page as well as many other pages. This feature is available to all user roles.
Create a Query
In order to create a query, click Advanced on the far right next to the Go button.
See the tutorial for more details:
How to Change and Split Accounting Codes
To change your accounting code defaults in order to charge a different account code, select the charge from the Transaction screen. Then, click the Addendum tab, click add to line items and then click the icon that looks like a size ways triangle. See the tutorial for more details:
PLU must report USE tax. If tax is not assessed on a retail item, please forward a copy of the charge receipt with account numbers noted. Please forward the receipt copy to Accounts Payable by the 15th of the month following the purchase. This includes items purchased online or purchased out of state and sent to PLU.
Initiate disputed transactions on-line. By choosing the appropriate reason, PaymentNet will automatically supply you with any further information fields that are required to complete the dispute.
Select the transaction to dispute, access the detail, and click the Dispute button.
What to Do if Your Card is Lost, Stolen, or Damaged
Always keep your purchase card in a safe place and do not loan your card out. If you lose your card or have your card stolen, contact Visa immediately at 1-800-VISA-911 or for outside of the US call collect 1-801-281-5825. In addition, contact the Business Office at ext. 8867 or 7171.
Please follow the Purchase Card Guidelines located on the Forms Page. Keep in mind to refrain from using your card on campus and for personal charges. Also, keep original receipts in your department for all purchases including travel away (such as J-term) charged to a different department; make copies of your PLU charge receipts and submit them to the other department. Please contact ext. 8867 if you have questions in reference to the guidelines.