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The following will help introduce you to Union Pacific Railroad’s improved web invoice system

Web Invoices. The following will help introduce you to Union Pacific Railroad’s improved web invoice system The demo is an easy to follow “how – to” on: Viewing bills Disputing bills Paying bills

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The following will help introduce you to Union Pacific Railroad’s improved web invoice system

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  1. Web Invoices The following will help introduce you to Union Pacific Railroad’s improved web invoice system The demo is an easy to follow “how – to” on: • Viewing bills • Disputing bills • Paying bills You’ll discover that the many benefits of our new online system will make it easier to do business with Union Pacific.

  2. Web Invoices - Features View, Print, Dispute, and Pay Bills Online • View bills at your convenience • Print multiple invoices at a time • Dispute bills electronically • Make secure online payments • View closed invoices

  3. Web Invoices - Features Multiple Users • Assign Different User Roles (as needed): • Superuser • Can perform all functions • Acceptor • May pend bills to Authorizer • Enter dispute information • Print bills • Authorizer • Authorize bills for Payer to review • Print bills • Payer • Pays authorized bills • Print bills

  4. Enrolling • Organization ID • The Organization ID can only be obtained by calling UP Web Support at 1 – 877 – 712 – 4687 • User ID • Please use your “MyUPRR” User ID Web Invoices: Enrolling • Password • Must be six to eight characters • Is case sensitive

  5. Web Invoices: Viewing New Bills • Viewing New Bills • When bills are available online, users will be notified by email

  6. Web Invoices: Viewing New Invoices • Viewing New Invoices • Here is a summary of your new bills and their open amount. • To view your bills, click the account number in blue.

  7. Web Invoices: Sorting New Invoices • Sorting New Invoices • Bills are listed in ascending order by due date • However, any column may be reordered • To sort, select the arrow in the upper left part of the column.

  8. Web Invoices: Sorting New Invoices • Sorting New Invoices • After choosing the arrow, the records are now ascending by invoice number

  9. Web Invoices: Filtering New Invoices • Filtering New Invoices • You are able to filter each column to achieve a customized view • To view the invoices during a certain period: • Select the filter button on the “Invoice Date” field

  10. Web Invoices: Filtering New Invoices • Filtering New Invoices • A window will open • Input the date range of the bills you would like to view • Select “Apply”

  11. Web Invoices: Filtering New Invoices • Filtering New Invoices • After selecting “Apply” on the previous page, the system displays invoices with dates between 12/08/2004 and 12/10/2004 TEST 111 • To remove the filter, select the button circled in blue

  12. Additional Functions • Users may: • View an individual invoice by clicking the invoice number Web Invoices: Additional Functions • List up to 300 bills on a single page After Selecting Invoices Users may: • Export the data into Microsoft Excel • Print up to 100 freight bills at one time by selecting “Print PDF”

  13. Web Invoices: Disputing Bills • Disputing Bills • Users have the capability to dispute their bills electronically • Select the bills to dispute • Select the “Adjust” button

  14. Web Invoices: Disputing Bills • Disputing Bills • Enter the corrected amount (greater or less than the “Invoice Amount Due”) • Select a code from the “Adjustment Reason” column • Additional detail is required in the “Comments” column • Select the “Dispute Only” button to proceed

  15. Web Invoices: Paying Bills • Paying Bills • Users have the ability to pay their bills online with use of an ACH from your bank account or with credit card. • Select the bills to pay • Select the “Pay” button

  16. Web Invoices: Paying Bills - ACH • Paying Bills by ACH • After choosing an ACH account • The “Payment Effective Date” field will appear • Schedule your ACH payment up to 45 days from today’s date • The system calculates the “Amount To Be Paid” • Select the “Schedule Payment” button

  17. Web Invoices: Paying Bills - CC • Paying Bills by CC • After choosing a credit card account • The “Payment Effective Date” will change to today’s date • Select “Yes” from the “Car Release” field if necessary • The system calculates the “Amount To Be Paid” • Select the “Schedule Payment” button

  18. Web Invoices: Disputing & Paying • Disputing & Paying Bills at Same Time • Users may also dispute and pay bills in the same transaction • Select all the bills you would like to dispute and pay • Select the “Adjust” button

  19. Web Invoices: Disputing & Paying • Disputing & Paying Bills at Same Time • Disputing Bills • Enter the information required on bills you are disputing • Paying Bills (No Dispute) • For bills you are paying and not disputing, do not select a reason code or enter comments. • Select “Pay” button

  20. Disputing & Paying Bills at Same Time • Choose a payment method Web Invoices: Disputing & Paying • If car release is necessary, select “Yes” from the “Car Release” field • The system calculates the “Amount To Be Paid” • Select the “Schedule Payment” button • You will then receive a confirmation page detailing your payment and dispute

  21. Web Invoices: Closed Invoices • Closed Invoices • Closed invoices are available for viewing for 180 days from the last transaction date • To view Closed Invoices: • Move your cursor to the “EIPP Invoices” • Select “Closed Invoices”

  22. Web Invoices: Closed Invoices • Viewing Closed Invoices • Here is a summary of your closed bills and the total closed amount • To view your closed bills, click the account number in blue

  23. Web Invoices: Closed Invoices • Viewing Closed Invoices • If bills are paid online, you will see a number in the “Confirmation Number” column • If bills are paid or corrected by any other method, then “UP Payment” or “UP Corrected” will show in the “Closed Action” column

  24. Web Invoices: Closed Invoices Viewing Closed Invoices Selecting the confirmation number displays any additional paid bills associated with that confirmation number

  25. EPO Forms • The EPO (Electronic Payment Only) form is available to make electronic payments for invoices that are not currently available on the web • To select the EPO Form • Move your cursor to the “EPO Forms” • Select “New Forms” Web Invoices: EPO Forms • Or select “New Form” under EPO

  26. Web Invoices: EPO Forms • EPO Forms • If you received an authorization number, enter only that number and amount paid. • However, if no authorization number was received, enter the: • Bill # (Waybill or Freight) • Amount Paid • Car Initial • Car Number • Amount Due

  27. Web Invoices: EPO Forms -Dispute • EPO Forms - Dispute • If you wish to convey dispute information along with payment: • Enter Car Information • Enter the corrected “Amount Due” • Enter amount paying in “Amount Paid” • Select a Reason Code • Input Detailed Dispute Information

  28. Web Invoices – How to Get Started To begin: • Managing your account electronically • Accessing your bills at your convenience • Disputing bills electronically • Making secure online payments Please contact our support team at: 1 – (877) – 712 – 4687

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