Global Commercial Card – Legacy Migrations Training R9 201308 © 2013 Legacy Migration Training....

Cardholder Readiness

PaymentNet® Migration

PaymentNet Cardholder Training

What Cardholders Need to Know to Result in a Successful Migration

A script for this presentation can be found in the Notes Page View.

This presentation was prepared exclusively for the benefit and internal use of the J.P. Morgan client to whom it is directly addressed and delivered (including such client’s subsidiaries, the “Company”) in order to assist the Company in evaluating, on a preliminary basis, certain products or services that may be provided by J.P. Morgan. This presentation contains information which is confidential and proprietary to J.P. Morgan, which may only be used in order to evaluate the products and services described herein and may not be disclosed to any other person. In preparing this presentation, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources or which was provided to us by or on behalf of the Company or which was otherwise reviewed by us.

This presentation is for discussion purposes only and is incomplete without reference to, and should be viewed solely in conjunction with, the oral briefing provided by J.P. Morgan. Neither this presentation nor any of its contents may be used for any other purpose without the prior written consent of J.P. Morgan. J.P. Morgan makes no representations as to the legal, regulatory, tax or accounting implications of the matters referred to in this presentation.

Notwithstanding anything in this presentation to the contrary, the statements in this presentation are not intended to be legally binding. Any products, services, terms or other matters described in this presentation (other than in respect of confidentiality) are subject to the terms of separate legally binding documentation and/or are subject to change without notice.

Neither J.P. Morgan nor any of its directors, officers, employees or agents shall incur any responsibility or liability whatsoever to the Company or any other party in respect of the contents of this presentation or any matters referred to in, or discussed as a result of, this document.

J.P. Morgan is a marketing name for the treasury services businesses of JPMorgan Chase Bank, N.A. and its subsidiaries worldwide.

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 on

to PaymentNet

What’s replacing Legacy PaymentNet?• An updated platform• New User Interfaces

When is this happening?• After our organization’s

training and migration

…and then what happens?

Similar Processes

Easier Navigation

Enhanced Support Options

Increased Functionality and Features

What Needs to be Understood?

• Processes• Procedures• Tasks• Behaviors• Roles

Identify the “What’s”

What is New in PaymentNet?

NEW for CARDHOLDERS

Feature Notes

Register Computer Each computer must be registered

Log Off System will log off after 15 minutes of non-activity and/or 8 hours of activity

Message Pane Items Awaiting Your Action

Approval Routing A list of current approvers is displayed

Multi-select Checkboxes allow for selection of specific transactions

Splitting Transactions New Add and Delete functionality when editing splits

Feature Notes

Email Notifications Selected Reports and Documents

Reports Reports can only be generated in PDF, Excel or CSV

Report Message If “No Data Found” an email notification will be sent

Report Status ‘Submitted’ or ‘Processing’ or ‘Successful’ or ‘No Data Found’ statuses are displayed on Available Downloads screen

Quick Query Uses one criteria within 30 days

Advanced Query Link

Uses multiple criteria that can be named and saved

Help for This Page Information option for each screen

Help Index Online and offline availability

NEW for CARDHOLDERS

What has Changed in PaymentNet?

Feature Notes

Welcome Page (Home Page) Modularized with Icons

Addendum Detail Level II and III automatically populate

Splitting Transactions Can be further divided by number of units, percentage or dollar amount

Line Item Detail Icons Only Addendum Details and Dispute Status Icons

Date Formats Displays in mm/dd/yyyy

Statements Mailed and Online Statements are identical

Statements Available 48 hours after billing cycle ends

Statements Maximum 40 pages per PDF file

Report Format Optimized Excel format is available for some reports

CHANGES for CARDHOLDER

What is NO Longer Available in PaymentNet?

Feature Notes

Reports No MS Word Option

Notes Icon No longer Visible on Transaction List

NO LONGER AVAILABLE for CARDHOLDERS

Log In – Passwords – Machine Registration

Navigating within PaymentNet ®

Log In for the First Time

First Time Log In Setup

Log In from Unregistered Computer

Home Page

Welcome

The Welcome Screen

General Info – Screen Views - Accounts

My Profile

Change Password and Security Questions

My Profile > Screen Views Tab

My Profile > Accounts Tab

Manage – Auth/Declines – Query - Statements

Transactions Module

Transaction Submenus

Manage Transactions from Transaction List Screen

Quick Query Advanced Query

Query Options

Multi-Select

Transaction Detail > General Information Tab

Accounting Codes by Line Item Level

Transaction Details > Addendum Details

ABC Air

Transaction List > View Statement

Create - Download

Reports Module

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.

Reports

Schedule a Report to Run Automatically

Help for this Page – Help Index

Help Module

Help for this Page – Transaction List Page

Help Index

Help Screen Contents Display

24/7 Link to Online Help

https://www.paymentnet.jpmorgan.com/help/PaymentNet4.html

THIS MARKS THE END OF THE CARDHOLDER TRAINING POWERPOINT DECK.

Thank you Cardholders!

Global Commercial Card – Legacy Migrations Training R9 201308 © 2013 Legacy Migration Training....

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