The menu bar, located across the top of the screen, lists the PaymentNet modules you are authorized to access, as determined by the organization and hierarchy settings.
Each menu item includes a set of related functions you can perform. To display a list of the functions on any menu, move your cursor over the menu name.
Menu Name |
Description |
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Click this menu to view the Welcome screen. This screen lists any items that require your attention and can also display important messages. Program administrators who use the PA Dashboard will also see information about accounts, cardholder transactions, and employees. |
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From this menu, you can view, review, approve, and dispute transactions. |
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From this menu, you can view, create, and modify Single-Use Account payables, resolve exceptions, and manage your vendors. |
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From this menu, you can view, create, schedule, download, and delete reports. |
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From this menu, you can view your users' card accounts, create a new card account, issue a new card, change card account status, and manage card account spend and Merchant Category Code Groups (MCCG) limits. |
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From this menu, you can view employee profiles, add a new user, change user information, assign or change user access roles, and unlock or change user passwords. |
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From this menu, you can view payment history and set up bank information, as well as make, schedule, or cancel a payment. |
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From this menu, you can manage and set up organization hierarchy, chart of accounts, cycle, imports, mappers/exports, custom fields, customer code, reports, roles, and merchant defaults. For more information, see Hierarchy Settings and Configuration. |
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From this menu, you can quickly and conveniently access online information and step-by-step instructions for using PaymentNet.
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