Global Commercial Card – Legacy Migrations Training R10 201311 © 2013 Legacy Migration Training....
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- Slide 1
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC User Readiness
PaymentNet Migration PaymentNet Training What Users Need to Know to
Result in a Successful Migration A script for this presentation can
be found in the Notes Page View.
- Slide 2
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Why Change to a New
Platform? 2 What is happening to Legacy PaymentNet? It is being
sunsetted after almost15 years What is happening to Legacy
PaymentNet? It is being sunsetted after almost15 years Why?
Technical Advances Increased Functionalities Why? Technical
Advances Increased Functionalities Who is impacted? Everyone who
logs in to PaymentNet Who is impacted? Everyone who logs in to
PaymentNet Whats replacing Legacy PaymentNet? An updated platform
New User Interfaces Whats replacing Legacy PaymentNet? An updated
platform New User Interfaces When is this happening? After our
organizations training and migration When is this happening? After
our organizations training and migration
- Slide 3
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC and then what
happens? 3
- Slide 4
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC What Needs to be
Understood? 4
- Slide 5
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC What is New in
PaymentNet? 5
- Slide 6
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC NEW for CARDHOLDERS
6 FeatureNotes Register ComputerEach computer must be registered
Log OffSystem will log off after 15 minutes of non-activity and/or
8 hours of activity Message PaneItems Awaiting Your Action Approval
RoutingA list of current approvers is displayed PaymentsPayments
can be made by Cardholder Multiple Checking Accounts More than one
checking account can be set up for payments Multi-selectCheckboxes
allow for selection of specific transactions Splitting
TransactionsNew Add and Delete functionality when editing
splits
- Slide 7
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC FeatureNotes Email
NotificationsSelected Reports and Documents ReportsReports can only
be generated in PDF, Excel or CSV Report MessageIf No Data Found an
email notification will be sent Report StatusSubmitted or
Processing or Successful or No Data Found statuses are displayed on
Available Downloads screen Quick QueryUses one criteria within 30
days Advanced Query Link Uses multiple criteria that can be named
and saved Help for This PageInformation option for each screen Help
IndexOnline and offline availability NEW for CARDHOLDERS 7
- Slide 8
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC What has Changed in
PaymentNet? 8
- Slide 9
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC FeatureNotes
Welcome Page (Home Page)Modularized with Icons Addendum DetailLevel
II and III automatically populate Splitting TransactionsCan be
further divided by number of units, percentage or dollar amount
Line Item Detail IconsOnly Addendum Details and Dispute Status
Icons Date FormatsDisplays in mm/dd/yyyy StatementsMailed and
Online Statements are identical StatementsAvailable 48 hours after
billing cycle ends StatementsMaximum 40 pages per PDF file Report
FormatOptimized Excel format is available for some reports CHANGES
for CARDHOLDER 9
- Slide 10
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Log In Passwords
Computer Registration Navigating within PaymentNet 10
- Slide 11
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Log In for the
First Time 11
- Slide 12
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC First Time Log In
Setup 12
- Slide 13
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Confirm Email
- Slide 14
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC First Time Log In
Setup 14
- Slide 15
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC First Time Log In
Setup 15
- Slide 16
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Log In from
Unregistered Computer 16
- Slide 17
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Log In from
Unregistered Computer 17
- Slide 18
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Home Page Welcome
18
- Slide 19
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC The Welcome Screen
19
- Slide 20
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC General Info Bank
Info Screen Views - Accounts My Profile 20
- Slide 21
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Enable Email
Notifications 21
- Slide 22
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Change Password and
Security Questions 22
- Slide 23
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC My Profile >
Bank Information Tab 23
- Slide 24
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC My Profile >
Screen Views Tab 24
- Slide 25
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC My Profile >
Accounts Tab 25
- Slide 26
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Manage Mass Updates
Auth/Declines Query - Statements Transactions Module 26
- Slide 27
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Transaction
Submenus 27
- Slide 28
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Manage Transactions
from Transaction List Screen 28
- Slide 29
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Quick QueryAdvanced
Query Query Options 29
- Slide 30
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Multi-Select
30
- Slide 31
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Transaction Detail
> General Information Tab 31
- Slide 32
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC 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
- Slide 33
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Transaction Review
- Splits 33
- Slide 34
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Transaction Details
> Addendum Details 34 ABC Air
- Slide 35
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Transaction List
> View Statement 35
- Slide 36
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Create - Download
Reports Module 36
- Slide 37
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Report Submenus 37
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.
- Slide 38
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC Reports 38 Select
the UW report
- Slide 39
- Global Commercial Card Legacy Migrations Training R10 201311
2013 Legacy Migration Training. JPMorgan Chase & Co. All rights
reserved. JPMorgan Chase Bank, N.A. Member FDIC 39 Schedule a
Report to Run Automatically