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JPMorgan Chase Purchasing Card Reviewing a Transaction PaymentNet. Reviewing a Transaction. Select Transactions > Manage Transaction List screen will appear On the Transaction List screen, click the transaction you want to review. Reviewing a Transaction.
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JPMorgan Chase Purchasing Card Reviewing a Transaction PaymentNet
Reviewing a Transaction • Select Transactions > Manage • Transaction List screen will appear • On the Transaction List screen, click the transaction you want to review
Reviewing a Transaction • Transaction Detail screen will appear • Enter the appropriate Index and Account in the Accounting Codes section
Reviewing a Transaction • Compare the transaction details (e.g. amounts) with the receipts and indicate if the receipt has been reviewed by selecting the Receipt on Hand checkbox • Enter the appropriate information in the Item Description and Business Purpose • Enter applicable information in the Transaction Notes, if needed
Reviewing a Transaction • Select the appropriate approver from the drop down box (Grants Accounting should never be selected as the first approver) • Select the Reviewed checkbox to signoff on the transaction • Click Save (Transaction is marked as Reviewed and sent to the selected approver)
