Spendvision User Guide (PPTX 2MB)

Report
Spendvision User Guide
Updated
January 2015
Welcome Screen
Click to enter statement
Account Statements
Click to enter statement period
Click to enter transaction and begin coding
Wizard or Coding?
• International Travel
• Domestic Travel
• Meals or
Entertainment
• All other coding
International Wizard
Simply split the expense into the appropriate boxes. Hover on
for help. When fully allocated, click on comments to continue.
COMMENTS
Enter Travel Details and then click on
YES for Travel Diary. Save.
Travel Details will transfer to the
following screen and also to
statement and GL
CODING
Coding window appears with all
expense codes and GST codes
prefilled. Select CC/Project code and
Save.
Select CC/Project
Expand drop down
Click Search
Searching
Type in the code if known
OR
Click on Search to return ALL codes
Searching cont.
Whichever way you search, results
will appear in the bottom half of
the window.
Click on the UP arrow to use the
code.
OR Search using a description
Click on the right pointing arrow if
you wish to save this code to
your favourites if you use it
regularly.
Domestic Wizard
Simply split the expense into the appropriate boxes. Hover on
for help. When fully allocated, click on comments to continue.
COMMENTS
Enter Travel Details and then click on
YES for Travel Diary. Save.
Travel Details will transfer to the
following screen and also to statement
and GL
CODING
Coding window appears with all expense
codes and GST codes prefilled. Select
CC/Project code as previously outlined.
Save.
Meal & Entertainment Wizard
Split the expense into the
appropriate boxes. Hover on
for help. When fully allocated,
click on comments to continue.
Enter details and click Save.
Details entered here will be
transferred to following screen
and also to GL.
Coding window appears
with all expense codes and
GST codes prefilled. Select
CC/Project code as
previously outlined. Save.
All other Coding
• Complete CC/Project code as
previously outlined.
• Using same process, select
expense code
• Select relevant Tax Code
• Enter Expense Description.
This will appear on Statement
and GL.
• Save
AND
Your statement now shows
indicating
that your coding is complete.
The
means that approval is stil
required.
View Statement Report and print it. Hand
printed statement, with all receipts and
dockets to your supervisor .
Click on Mark Statement Complete to
enable your supervisor to see and
approve the online transactions.
Statements should not be marked
complete until the end of the statement
period
AND
Statement now shows
in
both columns. This indicates
that transaction has been fully
coded and approved by
supervisor/approver.
If a is shown, your supervisor
needs more information. Click
on the icon and take
appropri`ate action.
GST CODES/GUIDELINES
CONTACTS & LINKS
• Julie McConnell –
Administrator
8201 3549
• James Conlon –
Supervisor
8201 2058
• Purchase Card
Policy
https://www.flinders.
edu.au/ppmanual/fin
ancial/purchasingcar
d.htm

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