PeopleNet. Employee Expense User Guide Overview of the PeopleNet Expense Application

Size: px
Start display at page:

Download "PeopleNet. Employee Expense User Guide Overview of the PeopleNet Expense Application"

Transcription

1 Overview of the PeopleNet Expense Application

2 2 Table of Contents Overview... 3 Expense Reports... 3 Upload Options... 3 Receipt Bank... 3 Start a New Expense Report... 4 Enter Expenses... 5 General Parameters... 6 Standard Expenses... 6 Calculated Fields... 8 Maximum Limits... 9 Submit Expense Report for Approval Other Features Working with Receipts Sort Transactions For questions/comments, please contact PeopleNet support at 1 (800)

3 3 Overview This document outlines the main functions of entering expenses using the Web Time Entry application. The three main areas of the expense section include: Expense Reports Upload Options Receipt Bank Expense Reports In this section, you may: 1. Start a new expense report. 2. Edit saved expense reports that have not been submitted for approval. 3. View the status of expense reports (pending, approved, rejected) submitted for approval. See also Submit Expense Report for Approval for more details about report status. Upload Options This section is used to upload expense receipts into the Web Time Entry application before starting the expense report. You may select from one of the following upload options: 1. Print a bar-coded page to fax in receipts. 2. Browse you local hard drive for scanned images to upload. 3. images to Note: You may also send images from your smart phone, i.e. iphone or BlackBerry. Receipt Bank This section is used to view/manage receipts that have been uploaded into the Web Time Entry application.

4 4 Start a New Expense Report 1. Click on the Expense Tab Upload expense receipts (associated with the new report) using 1 of 3 options provided. After the receipts are uploaded, an image of the receipts will appear in the Receipt Bank. Receipt Bank Legend Upload Type Icon: Select the checkbox to delete receipt from Receipt Bank 1. Computer (displayed) 2. Fax 3. Receipt Image

5 5 3. Select the highlighted link to start a new expense report 3 Enter Expenses The following is a display of the expense application window that appears after starting a new expense report. The window is split into two panels: Left Panel: Shows 1 of x receipts uploaded in the previous step. See also Other Features for more available options. Right Panel: Interface used to enter expenses associated with the receipt displayed in the left panel.

6 6 General Parameters 1. Select the Client name and if desired, enter the name of the expense report. 2. Select an Assignment from the drop down menu. 3. Optionally enter the Project name or select a previously entered project name by clicking on Standard Expenses 1. Select the Date and Expense code Enter the expense amount (in US Dollars) and Description. Note: Additional messages may appear if special requests/restrictions have been provided by the Client. Please follow the instructions displayed when entering an expense. a. If necessary, select to add a new expense line item. Select to remove an expense line item. Note: Select entered. to clear the data

7 7 3. Select Submit to add the expense to the report. The data you entered will be added with other expense entries that appear in the transaction window. Note: The expense total is displayed at at the bottom of the transaction window. This amount is automatically updated when an expense is added or deleted. To edit an expense that is listed in the transaction window: a. Right click on the line item b. Select one of the following options: Detail: View expense details Edit: Modify expense entry Delete: Remove expense entry 4. In the left panel, select the checkbox beside Done with this image and click on Next Fax to move to the next fax/image and mark the image as processed. 4 Note: Once the fax/image has been processed, it will no longer appear in the Receipt Bank.

8 8 Calculated Fields When selecting an Expense code that involves calculations, i.e. vehicle mileage, the expense application automatically calculates the dollar amount after the data is entered. 1. Select the Expense code from the drop-down menu. 2. Enter the amount (RED) and expense Description (GREEN). a. If necessary, select to add a new expense line item. Select to remove an expense line item. Note: Select entered. to clear the data 3. Select Submit to add the expense to the report. The data you entered will be added with other expense entries that appear in the transaction window. Note: The expense total is displayed at at the bottom of the transaction window.

9 9 To edit an expense that is listed in the transaction window: a. Right click on the line item b. Select one of the following options: Detail: View expense details Edit: Modify expense entry Delete: Remove expense entry Maximum Limits In some cases, spending thresholds/limitations are set by the Client and may require you to enter additional information with the expense entry. If the allowance is exceeded, for instance with a meal expense, a separate pop-up window will appear to include additional information. In this case, the names of individuals included on the meal receipt are required with the expense entry. Note: The number of line items displayed is based on the amount of the expense and the spending limit. Select to include additional line items. Select Select window. to submit the information. to cancel and close the pop-up

10 10 Submit Expense Report for Approval After all expenses have been entered for the report, select at the bottom of the reimbursement window (RIGHT panel). Note: Once the expense report has been submitted, you are unable to make changes. Select to save the entries and submit the expense report at a later time. Once the report has been submitted for approval, the expense application window will automatically close. The new expense report will be listed under the Expense Reports section as shown below. You may view the approval status of the expense report in the Status column (RED). One of the following messages may appear: 1. PENDING: The expense report is pending approval. You are unable to edit the expense report at this point. 2. APPROVED: The expense report has been approved. No additional information is needed. 3. REJECTED: The expense report has been rejected and additional modifications may be required before approval.

11 11 Other Features Working with Receipts Receipts that have been uploaded and appear in the Receipt Bank section will be displayed on the left panel of the expense application when a new expense report has been created. Here are few options available: Zoom In Zoom Out Rotate Receipt Counter Clockwise (CCW) Rotate Receipt Clockwise (CW) Print Receipt View additional pages of a fax Note: These options can be found at the bottom of the left panel (RED). Sort Transactions There are three sort options available in the transaction window (Right Panel): 1. By Details: The expense transactions are listed by description.

12 12 2. By Code (default): The expense transactions are listed by the expense code. 3. By Date: The expense transactions are listed by the date entered. Online Video Tutorials Technical Support For questions or issues with the Web Time Entry System, please contact PeopleNet. Support: Hours: 8:30 AM 5:30 PM EST 24/7 Pager Support

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

Profile. 2 On the Expense Settings menu on the left

Profile. 2 On the Expense Settings menu on the left Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name. 2 In the Password field, enter your password. 3 Click Login. If you are not sure how to start

More information

Prepare and Submit your Planar Expense Report in 10 Easy Steps

Prepare and Submit your Planar Expense Report in 10 Easy Steps Prepare and Submit your Planar Expense Report in 10 Easy Steps Step 1: Update Internet Browser Settings Your browser should already be set up to use Concur, but the following steps will ensure that your

More information

Concur Expense Quick Reference Guide

Concur Expense Quick Reference Guide Content Section 1: Section 2: Section 3: Section 4: Section 4a: Section 4b: Section 4c: Getting Started, Login Explore My Concur tab Update Your Profile, Add an Expense Delegate Create a New Expense Report

More information

TTUHSC Online Contract Accounts Receivable

TTUHSC Online Contract Accounts Receivable TTUHSC Online Contract Accounts Receivable The Contracts Accounts Receivable system is a component of the Contracting Website which contains the systems noted below: Contract Database Contract Accounts

More information

Concur Expense Guide: Version 2

Concur Expense Guide: Version 2 Concur Expense Guide: Version 2 Welcome to Concur Expense...3 Log on to Concur...3 Explore the My Concur Page...4 Update Your Expense Profile...5 Step 1: Change Your Password...5 Step 2: Review Your Expense

More information

End User Training Guide

End User Training Guide End User Training Guide October 2013 2005-2013 ExpenseWire LLC. All rights reserved. 1 expensewire.com Use of this user documentation is subject to the terms and conditions of the applicable End- User

More information

Once your request has been approved, you can begin creating a new expense report.

Once your request has been approved, you can begin creating a new expense report. Once your request has been approved, you can begin creating a new expense report. Click on the Requests header. Find the request you want to work on. Notice the Status column says Approved. Click Expense

More information

At the end of a statement period, you will be notified via-email that it is time to review your card statement.

At the end of a statement period, you will be notified via-email that it is time to review your card statement. Cardholder Quick Reference Guide At the end of a statement period, you will be notified via-email that it is time to review your card statement. Accessing Wells Fargo Commercial Card Expense Reporting

More information

Adding Receipts to your Certify Wallet

Adding Receipts to your Certify Wallet Adding Receipts to your Certify Wallet Log into Certify using your full Bowdoin College email address and your password. If you have forgotten your password click on the "Lost Password Wizard" from the

More information

College Corporate Card Expense Report Training. SmartData gen2

College Corporate Card Expense Report Training. SmartData gen2 College Corporate Card Expense Report Training SmartData gen2 Agenda Overview of Expense Reporting Logging on Creating an Expense Report Account allocation Adding receipt to transactions Splitting transactions

More information

Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document)

Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document) Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document) Log into MIPS (using same Authorization Number and Password as before). **Be sure to take

More information

Web Timesheet. New User Registration & Associate Login User Guide

Web Timesheet. New User Registration & Associate Login User Guide Web Timesheet New User Registration & Associate Login User Guide Table of Contents 2 Access New User Registration Page... 3 Register New User... 4 Step 1: Company... 4 Step 2: Employee... 4 Step 3: User

More information

Tutorial of Deltek s Expense Report Domestic Travel Edition

Tutorial of Deltek s Expense Report Domestic Travel Edition Tutorial of Deltek s Expense Report Domestic Travel Edition Please note that any expense incurred by an employee and to be reimbursed by BCF Solutions, Inc. has to be through an expense report. Step 1:

More information

Itemizing Hotel Expenses

Itemizing Hotel Expenses Overview All hotel expenses must be itemized broken out into room rate, tax, food, parking, etc. Personal expenses incurred and charged to the hotel room must be captured as part of the itemization. This

More information

User Guide Manufacturer

User Guide Manufacturer User Guide Manufacturer Page 1 of 18 Document control Change control table: Version Description Release date Reason for change Reviewer 2.6 Manufacturer User Guide 2.6.1 Manufacturer User Guide 2.7 Manufacturer

More information

How to Update Bill Pay to Reflect a New Checking Account Type

How to Update Bill Pay to Reflect a New Checking Account Type How to Update Bill Pay to Reflect a New Checking Account Type If you have changed checking account types, you will need to update your Home Banking Bill Pay Pay bills from: account if you have any scheduled

More information

Creating an Expense Report from a Blank Report Form. These instructions are designed for those who do NOT need a Travel Authorization.

Creating an Expense Report from a Blank Report Form. These instructions are designed for those who do NOT need a Travel Authorization. Creating an Expense Report from a Blank Report Form These instructions are designed for those who do NOT need a Travel Authorization. Expense Reports are required for the following reasons: Document all

More information

Data Entry Training Module

Data Entry Training Module Data Entry Training Module Estimated Training Time: 1 Hours Data entry training is for users that are planning on entering data into the InsightVision application on scorecards that have already been created.

More information

CentreSuite Expense Routing Cardholder USER GUIDE

CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder User Guide Table of Contents 3 First Time Users 6 Quick Links from your Home Screen 7 Statements 9 Creating and

More information

Concur Travel and Expense Integration. 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.

Concur Travel and Expense Integration. 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. Concur Travel and Expense Integration Travel and Expense Integration This presentation shows the integration of Travel and Expense depicting the End to End Travel and Expense solution. These slides can

More information

1. After clicking the Bill Pay tab, select the account from the drop-down list.

1. After clicking the Bill Pay tab, select the account from the drop-down list. Adding an Account 1. After clicking the Bill Pay tab, select the account from the drop-down list. 2. Review fee information (if applicable). 3. Select the starting digit for the Bill Pay check number.

More information

Travel Request and Expense Report Processing for Monthly Personal Car Mileage

Travel Request and Expense Report Processing for Monthly Personal Car Mileage Travel Request and Expense Report Processing for Monthly Personal Car Mileage 1 Table of Contents Travel Request Overview... 3 Section 1: Create a New Travel Request for Monthly Personal Car Mileage...

More information

Eastern Bank TreasuryConnect Money Transfer User Manual

Eastern Bank TreasuryConnect Money Transfer User Manual Eastern Bank TreasuryConnect Money Transfer User Manual This user manual provides instructions for setting up new users and accessing services found within the Money Trans Admin group and the Money Transfer

More information

CONCUR EXPENSE Manual: Travel Expense

CONCUR EXPENSE Manual: Travel Expense CONCUR EXPENSE Manual: Travel Expense To submit a Travel expense report, a trip number must first be obtained via Banner Self Service. Log into MySLU and under the TOOLS tab, click on the Cliqbook & Concur

More information

To create a new request, click on the New Request link, this opens the Data Entry Dialog.

To create a new request, click on the New Request link, this opens the Data Entry Dialog. 1 Begin by typing in your user id/password combination. This will log you in using your Active Directory credentials. (Active Directory credentials are the same user id/password combination you utilize

More information

LOCAL FLEET TRACKING. GPS Fleet Tracking Help Guide

LOCAL FLEET TRACKING. GPS Fleet Tracking Help Guide LOCAL FLEET TRACKING GPS Fleet Tracking Help Guide Table of Contents HOW TO SET UP THE CONTROL PANEL... 3 HOW TO SET UP A BOOKMARK... 5 HOW TO SET UP A GEOFENCE... 7 HOW TO DISPLAY VEHICLE HISTORY... 9

More information

Web Timesheet. Hours by Day. Associate User Guide

Web Timesheet. Hours by Day. Associate User Guide Web Timesheet Hours by Day Associate User Guide 2 Table of Contents Login... 3 Timesheet Dashboard... 3 Enter Hours Worked... 3 Save and Submit Hours for Approval... 4 Did Not Work... 5 Save/Submit Individual

More information

Receiving an Asset. Information Technology Services Reference Sheet Receiving an Asset. Procedure

Receiving an Asset. Information Technology Services Reference Sheet Receiving an Asset. Procedure Information Technology Services Reference Sheet Receiving an Asset Procedure This guide explains how to receive an item that is a major equipment asset over $5,000. 1. Log into PeopleSoft Financials. Click

More information

Eduphoria Helpdesk for Campus Facilitators

Eduphoria Helpdesk for Campus Facilitators Eduphoria Helpdesk for Campus Facilitators Managing Requests in Eduphoria Helpdesk Helpdesk benefits both the facilitator and the staff member in that they can utilize Helpdesk to communicate and track

More information

16.4.3 Lab: Data Backup and Recovery in Windows XP

16.4.3 Lab: Data Backup and Recovery in Windows XP 16.4.3 Lab: Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment The

More information

SES PAS Senior Executive Service (SES) Performance Appraisal System (PAS)

SES PAS Senior Executive Service (SES) Performance Appraisal System (PAS) Job Aid: Create the Executive Development Plan (EDP) Creating the Developmental Plan Step 1: From within your performance plan, navigate to the Developmental Plan tool bar in the left column Step 2: Click

More information

DATABASICS Expense User s Guide v2.2

DATABASICS Expense User s Guide v2.2 CALIBRE DATABASICS Expense User s Guide v2.2 A Guide to CALIBRE s Expense Reporting Website August 2015 Our Success Follows Yours 6354 Walker Lane, Suite 500 Alexandria, Virginia 22310-3252 Telephone:

More information

How To Import Credit Card Charges Into Concur

How To Import Credit Card Charges Into Concur Importing Credit Card Expenses into Concur For faster expense reporting and less manual data entry, try importing your credit card charges into Concur. Step 1: Download Credit Card Data Log onto your credit

More information

Guidelines for Creating Reports

Guidelines for Creating Reports Guidelines for Creating Reports Contents Exercise 1: Custom Reporting - Ad hoc Reports... 1 Exercise 2: Custom Reporting - Ad Hoc Queries... 5 Exercise 3: Section Status Report.... 8 Exercise 1: Custom

More information

QuickStart Guide. Concur Expense

QuickStart Guide. Concur Expense QuickStart Guide Concur Expense PROPRIETARY STATEMENT This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Redmond, Washington If you are

More information

The Research Foundation s

The Research Foundation s The Research Foundation s CONTENTS Overview.... 2 Users... 3 Understanding Workflow...... 4 Accessing the System. 5 Creating a Payment Request.... 6 Creating a Single Payment Request For a Vendor.... 6

More information

Claim Travel Types: Explanatory Note

Claim Travel Types: Explanatory Note How to submit a travel and subsistence claim 1. Log in to travel and subsistence online: https://agresso.nuigalway.ie/agresso/system/login.aspx 2. Fill out the online claim form in Draft mode, (important)

More information

Remote Viewer Recording Backup

Remote Viewer Recording Backup Remote Viewer Recording Backup Introduction: In this tutorial we will explain how to retrieve your recordings using the Web Service online. Using this method you can backup videos onto your computer using

More information

Getting Started Guide - Desktop

Getting Started Guide - Desktop Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText

More information

Business Internet Banking ACH USER INTERFACE UPGRADE - CHEAT SHEET. Create Screen

Business Internet Banking ACH USER INTERFACE UPGRADE - CHEAT SHEET. Create Screen Create Screen New Navigational Menu Structure t New Function Menus Additional Search Capability Tabs will be replaced with sub-menu hyperlinks for easy navigation to any function a user is validated to

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

Desktop Fax. Administration and Fax Management User Guide

Desktop Fax. Administration and Fax Management User Guide Desktop Fax Administration and Fax Management User Guide Table of Contents Welcome to Desktop Fax... 0 Desktop Fax Management... 0 Login to Desktop Fax... 1 Navigation... 1 Getting Started with Desktop

More information

Quick Reference Card Create and Edit a Blanket Travel Expense Report in Concur Travel and Expense

Quick Reference Card Create and Edit a Blanket Travel Expense Report in Concur Travel and Expense Create and Edit a Blanket Travel Report in Concur Travel and Use this QRC when you are completing a Blanket travel expense report. Blanket travel is defined in ICA as same day trips. LOG IN TO CONCUR Go

More information

10.3.1.6 Lab - Data Backup and Recovery in Windows XP

10.3.1.6 Lab - Data Backup and Recovery in Windows XP 5.0 10.3.1.6 Lab - Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment

More information

HOW TO GUIDE MONEY MANAGEMENT

HOW TO GUIDE MONEY MANAGEMENT MONEY MANAGEMENT CONTENTS Introduction... 2 Launch Money Management... 3 Add Accounts... 4 Delete Accounts... 6 Transaction History... 7 Sorting Transaction History... 7 Deleting Transactions (Manual Only)...

More information

Working with the new enudge responsive email styles

Working with the new enudge responsive email styles Working with the new enudge responsive email styles This tutorial assumes that you have added one of the mobile responsive colour styles to your email campaign contents. To add an enudge email style to

More information

Terminal Four. Content Management System. Moderator Access

Terminal Four. Content Management System. Moderator Access Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is

More information

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect \ CitiDirect EB - Citi Trade Portal User Manual InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect HelpDesk Phone No. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00

More information

Blackboard Learn 9.1 Screencast Collaboration Tools in Blackboard 9.1

Blackboard Learn 9.1 Screencast Collaboration Tools in Blackboard 9.1 Blackboard Learn 9.1 Screencast Collaboration Tools in Blackboard 9.1 Introduction This video/pdf is an informational directive to locate and identify the features of Blackboard Collaboration Tools. Learning

More information

1 Completing Your Claim Form

1 Completing Your Claim Form 1 Completing Your Claim Form Once you have received your log in details, accessed the system and checked that all your details are correct, you are ready to make your first claim. 1.0 Entering your claim

More information

Creating Expense Reports (Campuses)

Creating Expense Reports (Campuses) Creating Expense Reports (Campuses) When you create an expense report, you have several options on which to base the new document, and the selection that you make triggers other choices that prompt you

More information

SMP Best Practice. Using Sales Management Plus for Sales Person Expenses

SMP Best Practice. Using Sales Management Plus for Sales Person Expenses SMP Best Practice Using Sales Management Plus for Sales Person Expenses Product Information www.gosmp.com Tutorial Videos & Training http://www.salesmanagementplus.com/training/trainingvideos_new.htm or

More information

Step-by-Step Guide Procurement Card & Travel Reconciliation Expense Reports: Step 4c Attaching Documents by Receipt Store to Individual Expenses

Step-by-Step Guide Procurement Card & Travel Reconciliation Expense Reports: Step 4c Attaching Documents by Receipt Store to Individual Expenses There are three ways to attach documents to an expense report in the Concur Travel & Expense System: scanning, faxing, or using the Receipt Store to attach to individual expenses. Note: Approvers have

More information

Create an Expense Report: Detailed Guide

Create an Expense Report: Detailed Guide Overview Creating expense reports is one of the primary functions of Concur. This Guide provides detailed instructions on how to create and submit an expense report. Log into Concur 1. Log into Concur:

More information

Job Aid. Create an Expense Report from a Blank Form. 1. Click the Employee Self-Service link. 2. Click the Travel and Expense Center - E link.

Job Aid. Create an Expense Report from a Blank Form. 1. Click the Employee Self-Service link. 2. Click the Travel and Expense Center - E link. Create an Expense Report from a Blank Form 1. Click the Employee Self-Service link. 2. Click the Travel and Expense Center - E link. 3. Click the Expense Report link. 4. Click the Create link. 5. IMPORTANT

More information

9 Vendors. Add Vendor. Edit Vendor. Vendors is designed for simple vendor management. The main view is a Vendor List, a

9 Vendors. Add Vendor. Edit Vendor. Vendors is designed for simple vendor management. The main view is a Vendor List, a 9 Vendors Vendors is designed for simple vendor management. The main view is a Vendor List, a summary of all vendors. Tabs at the bottom of the page help you navigate Vendors: Vendor List, Vendor Details,

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Expense Reports and Payment Requests

Expense Reports and Payment Requests User Guide Expense Reports and Payment Requests Creating and Reviewing/Approving ROCHESTER REGIONAL LEARNING & DEVELOPMENT RochesterRegional20151209 Expense Reports and Payment Requests Contents Contents

More information

Intellect Platform - Tables and Templates Basic Document Management System - A101

Intellect Platform - Tables and Templates Basic Document Management System - A101 Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System

More information

Using ELMS with TurningPoint Cloud

Using ELMS with TurningPoint Cloud Using ELMS with TurningPoint Cloud The ELMS (Canvas) integration enables TurningPoint Cloud users to leverage response devices in class to easily collect student achievement data. Very simply one can load

More information

Introduction to ilab Solutions for VUMC Users

Introduction to ilab Solutions for VUMC Users Introduction to ilab Solutions for VUMC Users (VUMC PIs, Lab Managers, and Lab Members) Table of Contents Account Access & Login Credentials... 2 Account Registration for First-time Users... 2 Accessing

More information

Help Desk Web User Guide

Help Desk Web User Guide Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes

More information

Data Tracking System (DTS) User Manual http://dts.fws.net https://dts.fws.gov

Data Tracking System (DTS) User Manual http://dts.fws.net https://dts.fws.gov Data Tracking System (DTS) User Manual http://dts.fws.net https://dts.fws.gov Correspondence Control Unit Telephone: 202-208-7535 April 2008 DTS User Manual i TABLE OF CONTENTS ACCESSING THE DTS SYSTEM...1

More information

Matrix Advanced User Manual

Matrix Advanced User Manual & CRMLS Matrix Advanced User Manual www.srar.com www.crmlsmobile.com (for small screen devices like Smartphones) CRIS HELPLINE: SFV 818-947-2202 SCV 661-295-7117 email: techsupport@srar.com Mar-2011 More

More information

MERCHANT SERVICES ONLINE. TD Retail Card Services

MERCHANT SERVICES ONLINE. TD Retail Card Services MERCHANT SERVICES ONLINE TD Retail Card Services FAST, FREE & SECURE Web Manual Version 11.30 Table of Contents The TDRCS Online Merchant Services Website What is it? How to Use It Log In Main Menu Consumer

More information

Appointment Schedule and Online Messaging Help Guide

Appointment Schedule and Online Messaging Help Guide Appointment Schedule and Online Messaging Help Guide 1. Accessing your appointment schedule 2. Understanding the icons 3. Exclusions 4. Requesting meetings 5. Cancelling pending meeting requests 6. Accepting

More information

Soldiers Withdraw from a Class

Soldiers Withdraw from a Class Soldiers Withdraw from a Class This documentation of the instructional video explains how to withdraw from a class in GoArmyEd. Step 1. Welcome to this video tutorial on how to withdraw from a class. All

More information

Starting User Guide 11/29/2011

Starting User Guide 11/29/2011 Table of Content Starting User Guide... 1 Register... 2 Create a new site... 3 Using a Template... 3 From a RSS feed... 5 From Scratch... 5 Edit a site... 6 In a few words... 6 In details... 6 Components

More information

Integrated Research Application System (IRAS)

Integrated Research Application System (IRAS) Integrated Research Application System (IRAS) Guidance on electronic submission of supporting documentation with applications and storing files in IRAS. New functionality is being phased in to IRAS to

More information

Strategic Initiatives Conference Grant Program

Strategic Initiatives Conference Grant Program Strategic Initiatives Conference Grant Program User Guide (Revised March 2015) Table of Contents Table of Contents Introduction... 3 1. Logging On... 4 2. Entering Information in to the Impact Form...

More information

WP Affiliate Manager PayPal Mass Pay. Step-by-Step Tutorial

WP Affiliate Manager PayPal Mass Pay. Step-by-Step Tutorial WP Affiliate Manager PayPal Mass Pay Step-by-Step Tutorial Table of Contents Requirements... 3 Step 1: Acquiring Your API Credentials... 4 Step 2: Configuring WPAM... 6 Step 3: Making a Payment... 7 Step

More information

AT&T ONLINE FAX USER GUIDE

AT&T ONLINE FAX USER GUIDE AT&T ONLINE FAX USER GUIDE Welcome to AT&T Website Solutions SM We are focused on providing you the very best service including all the tools necessary to establish and maintain your Online Fax service.

More information

How to use CamScanner

How to use CamScanner CamScanner Tutorial How to use CamScanner Overview Document List Add Document Manage Documents Search Documents View Document Edit Document Settings Additional Features Overview CamScanner is a must-have

More information

Video Scripts for View Account Summary and Balances. Slide 1. Audio: No Audio. Page 1 of 13

Video Scripts for View Account Summary and Balances. Slide 1. Audio: No Audio. Page 1 of 13 Slide 1 Page 1 of 13 Slide 2 Your home page for Online Banking displays automatically when you log into Online Banking, providing you with quick and easy access to your most common online banking tasks.

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Concur Expense System. User Reference Guide

Concur Expense System. User Reference Guide Concur Expense System User Reference Guide February, 2009 Table of Contents HOW TO GET SETUP IN THE CONCUR EXPENSE SYSTEM... 1 LOG IN... 1 CHANGE YOUR PASSWORD... 1 VIEW AND EDIT YOUR PROFILE INFORMATION...

More information

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE Strong. Stable. Local. Personal. 10/12 Install, Sign On and View Account Balances 1. Visit the iphone App Store on your iphone and search for 1st Source

More information

SECTION 1: FIND OUT THE IP ADDRESS OF DVR To find out the IP of DVR for your DVR do the following:

SECTION 1: FIND OUT THE IP ADDRESS OF DVR To find out the IP of DVR for your DVR do the following: NOTE! The DVR and PC must be connected to the same router. Things you will need to know : 1. The make and model of the router. 2. If you changed the default r outer login, then you will need to know the

More information

Kodak Asset Management Software Client Module

Kodak Asset Management Software Client Module Kodak Asset Management Software Client Module Status and asset settings... 1 Asset Status menu... 2 Asset Settings menu... 3 Handling message alerts... 7 Asset Management messages... 9 The Kodak Asset

More information

WinFlexOne Version 8 How To Guide. Claims Processing

WinFlexOne Version 8 How To Guide. Claims Processing WinFlexOne Version 8 How To Guide Claims Processing A. How to Create a Manual Claim: 1. Under Processing and the Claims category, select Claims. 2. Select the Open New Claim Input Session option. 3. Enter

More information

Customer ACH Guide. Creating an ACH File in Online Banking

Customer ACH Guide. Creating an ACH File in Online Banking Customer ACH Guide Customer ACH Guide ACH transactions include payroll files, debiting single/multiple account(s) (Ex: A gym collecting money for a gym membership), and crediting single/multiple account(s)

More information

Are you a broker or carrier and have registered? Click the Log In link from the top of the page and enter your User Name and Password.

Are you a broker or carrier and have registered? Click the Log In link from the top of the page and enter your User Name and Password. Welcome to DAT Onboarding Are you a broker or carrier and have registered? Click the Log In link from the top of the page and enter your User Name and Password. Are you a carrier and need to create a profile?

More information

Asset and Facilities Condition Assessment Module

Asset and Facilities Condition Assessment Module Condition Assessment, The Basics The Condition Assessment Manual has 2 sections. Pages 2 through 9 are for a Quick Start or a basic set up of a check list. The second section explains the different data

More information

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim 1 Global Warranty Service Agent Guide Service Agent Help Guide Service Agent Starts the Claim 1 2 Global Warranty Service Agent Guide Table of Contents Warranty Guidelines... 3 Entering a Claim... 4 Log

More information

Washington State Educator Electronic Certificate System (E-Certification) Educator User Guide

Washington State Educator Electronic Certificate System (E-Certification) Educator User Guide Washington State Educator Electronic Certificate System (E-Certification) Educator User Guide October 13, 2015 Table of Contents 1.0 Welcome Log In Instructions... 3 1.1 Home Page... 4 1.2 Welcome Educator...

More information

Creating Surveys Using SurveyMonkey

Creating Surveys Using SurveyMonkey Creating Surveys Using SurveyMonkey Prior to creating your survey, you should log-on to SurveyMonkey and create a free user account. 1. Log in to your SurveyMonkey account. a. Click on the tab Create Survey.

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

Core Portal Claimant User Guide. Core Expense

Core Portal Claimant User Guide. Core Expense Core Portal Claimant User Guide Core Expense 1 1 CONTENTS 2 Logging onto the system... 4 3 Payment... 5 3.1.1 Payslips... 6 3.1.2 P60s... 8 3.1.3 PRD60s... 10 3.1.4 Important Dates... 11 4 Entering and

More information

Despatch Manager Online

Despatch Manager Online Despatch Manager Online Shipper User Training Guide February 2015 Version 2.0 Part 1 Contents Using the DMO Shipping System 2 Introduction 2 Where to Start 2 Welcome Page 3 The Menus 3 Enter a Shipment

More information

6 Managing Bank Accounts

6 Managing Bank Accounts 6 Managing Bank Accounts The Bank Account Screen allows you to add and maintain information for WinCruise bank accounts, including bank contact and account information, General Ledger accounts, checks,

More information

Register Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears:

Register Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears: USER MANUAL Click on the Internet Explorer icon on the Computer. Type http://farmer.gov.in/dealers/login.aspx on the address bar of Internet Explorer Window. The following screen will appear. Choose the

More information

Qualtrics Survey Tool

Qualtrics Survey Tool Qualtrics Survey Tool This page left blank intentionally. Table of Contents Overview... 5 Uses for Qualtrics Surveys:... 5 Accessing Qualtrics... 5 My Surveys Tab... 5 Survey Controls... 5 Creating New

More information

ProperSync 1.3 User Manual. Rev 1.2

ProperSync 1.3 User Manual. Rev 1.2 ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Expense Reimbursement System (ERS) Frequently Asked Questions

Expense Reimbursement System (ERS) Frequently Asked Questions Contents General Questions... 2 What is an Expense Reimbursement System (ERS)?... 2 What is Concur?... 2 Do I have to use the ERS?... 2 Why should I use the ERS?... 2 How do I log in to the ERS?... 2 Is

More information

How to Edit an Email. Here are some of the things you can do to customize your email:

How to Edit an Email. Here are some of the things you can do to customize your email: How to Edit an Email Editing a new email created during the Create an Email wizard or editing an existing email in the Edit Email section of the Manage Emails tab is easy, using editing tools you re probably

More information

System Process Document Create Expense Report

System Process Document Create Expense Report Department Responsibility/Role File Name Revision Document Generation Date Date Modified Last Changed by Status 43e857be-9c04-4bef-9fb9-7a98b5a409b7_SPD.doc 9/17/2015 11:18:00 AM 9/17/2015 11:18:00 AM

More information

Adding a File Attachment to a CFS Requisition

Adding a File Attachment to a CFS Requisition Adding a File Attachment to a CFS Requisition When creating a requisition, there are certain purchases that may require additional documentation. The Attachment feature is used to attach this documentation.

More information

Using the CORES Online Reservation System

Using the CORES Online Reservation System Using the CORES Online Reservation System Core facilities that manage shared equipment may opt to use the CORES Resource Reservation module. This functionality allows for all shared equipment to be reserved

More information