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User Readiness

User Readiness. PaymentNet ® Migration. PaymentNet Training . A script for this presentation can be found in the Notes Page View . . What Users Need to Know to Result in a Successful Migration. Why Change to a New Platform?. What is happening to Legacy PaymentNet?

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User Readiness

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  1. User Readiness PaymentNet® Migration PaymentNetTraining A script for this presentation can be found in the Notes Page View. What Users Need to Know to Result in a Successful Migration

  2. Why Change to a New Platform? • What is happening to Legacy PaymentNet? • It is being sunsetted after almost15 years • Why? • Technical Advances • Increased Functionalities • Who is impacted? • Everyone who logs in to PaymentNet • What’s replacing Legacy PaymentNet? • An updated platform • New User Interfaces • When is this happening? • After our organization’s training and migration

  3. …and then what happens?

  4. What Needs to be Understood?

  5. What is New in PaymentNet?

  6. NEW for CARDHOLDERS

  7. NEW for CARDHOLDERS

  8. What has Changed in PaymentNet?

  9. Changes for Cardholder

  10. Navigating within PaymentNet ® Log In – Passwords – Computer Registration

  11. Log In for the First Time

  12. First Time Log In Setup

  13. Confirm Email

  14. First Time Log In Setup

  15. First Time Log In Setup

  16. Log In from Unregistered Computer

  17. Log In from Unregistered Computer

  18. Welcome Home Page

  19. The Welcome Screen

  20. My Profile General Info – Bank Info – Screen Views - Accounts

  21. Enable Email Notifications

  22. Change Password and Security Questions

  23. My Profile > Bank Information Tab

  24. My Profile > Screen Views Tab

  25. My Profile > Accounts Tab

  26. Transactions Module Manage – Mass Updates – Auth/Declines – Query - Statements

  27. Transaction Submenus

  28. Manage Transactions from Transaction List Screen

  29. Query Options Advanced Query Quick Query

  30. Multi-Select

  31. Transaction Detail > General Information Tab

  32. Cardholder checks the ‘Reviewed’ box • Approver routing- Cardholder can select the approver. Approver is notified via email • Approver/Reconciler checks the ‘Approval’ box • Transaction allocation is the same as Legacy Pnet • Check ‘Food Approved’ if budget is allowed for food or Food Form 1798 is on file. • Check ‘Use Tax’ if UW needs to add use tax

  33. Transaction Review - Splits

  34. Transaction Details > Addendum Details ABC Air ABC Air

  35. Transaction List > View Statement

  36. Reports Module Create - Download

  37. Report Submenus • Create populates the Report List screen which is the starting point for creating or scheduling reports. • Download populates the Downloads screen which displays all processed and scheduled reports and is also the place where files can be downloaded or deleted.

  38. Reports • Select the ‘UW’ report

  39. Schedule a Report to Run Automatically

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