Training

PaymentNet Cardholder Guide Template
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PaymentNet Instructions
Logging In

1. Open your Internet Browser
2. Enter the following in your address bar: www.PaymentNet.com
3. Enter the following on the PaymentNet Login Screen: Organization ID
4. User ID Pass Phrase
5. Click Login Now
6. On the left-hand side toolbar of the Welcome Screen, select PaymentNet.

Viewing & Reviewing Transactions

You will first see the Transaction Lists screen, displaying all of your transactions.

Reviewing Transactions

1. Click on the transaction.
2. Compare the transaction details (e.g. amounts) with your receipts.
3. Review accounting code allocations (defaulted codes may appear) and make any changes.
4. Add Business Purpose to the Transaction Notes field.
5. Check the Reviewed box
6. Click Save
7. To exit the system upon completion, click on the Home button on the top, right-hand side of the screen. Click Logoff located on the left side panel.

Splitting Transactions

1. From the Transaction Lists screen, click on the transaction
2. Click Split.
3. Select the number of splits from the drop-down box. The amount will be divided evenly among all the rows.
4. Click on the first Edit Row.
5. Select any changes to that rows allocations. Split by either percentage or dollar amount. Click Save Row.
   
   1. Two splits
      The remaining amount will be automatically added to the other row.
   2. Three or more splits
      Any changes to the first row, whether adding to or subtracting from the amount, will be added to or subtracted from the last rows amount.
   3. Deleting rows
      Change the number of splits from the drop down box. Be aware that this will reset your split and remove any previous changes.
   4. Canceling a split
      To cancel an entire split, click Undo/Cancel Split
   5. Click Edit Row on any other row and follow step e. When finished, click Save Split.

Instructions for Adding PaymentNet Transactions Notes (after Banner download)
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Instructions for Running Transaction Detail Reports When You Allocate Charges for More Than One Card
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