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Learn about the latest JPMC Documentation form rules and tips for organized expense reporting. Get answers to FAQs and Smart Data updates.
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The Business Office Annex PRESENTS: MORE JPMC INFO
NEW RULE: • If you all can ensure that the complete name or title of the JPMC card and the statement month are highlighted on the JPMC Documentation form – you can put this document on top!!!!! • DON’T SAY I NEVER DID ANYTHING FOR YOU
REMINDERS: • ITEMIZED RECEIPT – What does this mean? • MATCHING TOTALS – Receipt vs. Statement • NUMBER OF DINERS – Why? • MISSING RECEIPTS – What do I do?
HOUSEKEEPING: • STAPLE – Top Left, pretty please • DOCUMENT ORDER – Receipts must be in order – HUH??? • EXTRAS – No Thank You! • TAPE – Disappearing ink!!
TIME FRAMES: • DEADLINE FOR ENTRY INTO SMART DATA – I don’t have to wait for the statement?? • DEADLINE FOR COMPLETE DOCUMENTS – When does Mindy need these??
SMART DATA UPDATE: • 19.2 VERSION COMLETED JUNE 9TH • Always improving usability of the screens • Timeout Change – now 5 min/80 sec • Report Status – Queued/Processing • Encrypted Link for Completed Reports
SMART DATA KNOW HOW: • HOW TO GET A GL ACCOUNT ADDED • HOW TO RUN A REPORT • REPORTS RUNNING SLOWER
MORE SMART DATA: • DESCRIPTIONS - What is important? • TAXES BEING CHARGED SEPARATELY – What??