Note: The Receipt Imaging functionality must be enabled for the Transactions module at the organization level. For more information, contact J.P. Morgan Client Application Support.
You can use Receipt Imaging to attach receipts to your transactions. This feature allows cardholders to manage receipts electronically and provides a quick reference point for transaction approvers and auditors.
PaymentNet provides two methods you can use to attach receipts:
Upload scanned receipts as PDF, JPG, GIF, TIFF, or PNG files. There is no limit to the total number of files attached to a transaction.
Fax your receipts. PaymentNet automatically generates a fax cover sheet with a bar code that identifies the transactions to which the receipts will be attached. Print the cover sheet and include it as the first page of your fax transmission, followed by the individual receipts.
Receipts are available for viewing in PaymentNet two hours after the receipt images are uploaded or the faxed images are received.
If you enable the Receipt Images Attached email notification in your profile, PaymentNet will send you an automatic notification when your receipts are available to view. For more information, see Managing Email Notifications.
Additionally, if you print a fax cover sheet, PaymentNet will send you an email notification if the cover sheet and related receipts are not received within 48 hours. This notification does not require any PaymentNet configuration.
When you create transaction reports, you can filter transactions by receipt data. You can also run the Receipt Imaging Volume report, which summarizes the total number of transactions with attached receipts. For more information about this report, see Receipt Imaging Volume (Report # R063). For instructions about running or scheduling a report, see Reporting.
This section explains the following: