Transactions

The Transactions module allows you to manage transaction details and make real-time updates. You can use the Transactions module to review, approve, and reject transactions, attach and download receipts, view flagged transactions, record out-of-pocket expenses and mileage reimbursement, and view the reasons for transaction authorizations and declines. You can also identify and update default transaction accounting codes for one or more transactions.

Program administrators can manage their individual transactions as well as cardholders’ transactions. In order to manage your individual transactions, you must have an account that is tied to your user ID. In order to manage cardholder transactions, the cardholders must be within your hierarchy and scope of view.

Transaction data is stored for 36 months. After 36 months, transaction data is deleted from PaymentNet and basic transaction information is stored in a separate database for an additional four years. To obtain transaction data after 36 months, contact your J.P. Morgan program coordinator or relationship manager. Audit data, such as user information related to field changes, is stored for 13 months and then deleted from PaymentNet.

Use the Transactions menu to manage transactions.

This section explains the following:

• Viewing Transactions

• Searching for Transactions

• Editing a Transaction

• Splitting a Transaction

• Saving a Chart of Accounts Favorite

• Managing Transaction Receipts

• Creating Out-of-Pocket Transactions

• Transaction Approval Workflow

• Viewing Authorizations and Declines

• Updating Multiple Transactions

• Fraudulent Transactions

• Transaction Disputes