Training by Video

How do you make the most out of the recent changes to T&E policies? How do you ensure that you are up to speed on the new Corporate Card? Our pre-recorded training videos make it easy for you to learn at your own pace at your own desk.

TOPIC

VIDEO

DESCRIPTION

WHO SHOULD WATCH?

Corporate Card and PaymentNet

Cardholders: Finding and Locating Transactions

Run time: 8m 49s

Will familiarize you with the transactions view in PaymentNet and will show you how to view and locate transactions and detail.

Corporate Cardholders

Corporate Card and PaymentNet

Setting Up Default Queries in PaymentNet

Run time: 5m 25s

Will show proxies how to customize what they see in PaymentNet. Proxies should watch this video so  they can set up their default view of transactions for cardholders.

Proxies who support corporate cardholders and want to be able to check their transactions and statements

Corporate Card and PaymentNet

Cardholders ONLY: Accessing Your Monthly Corporate Card Statement

Run time: 2m 11s

Will show cardholders how to access their monthly card statements.

Corporate Cardholders

Corporate Card and PaymentNet

Accessing Someone Else’s Statement

Run time: 8m 5s

 Video is for proxies and unit finance managers who want to set up a monthly report of card statements for cardholders they manage.

Unit Finance Managers

Proxies who manage corporate cardholders and want to be able to check statements

Corporate Card and PaymentNet

Running an Account Delinquency Report

Run time: 5m 6s

Will show finance managers and proxies how to set up a monthly account delinquency report to run automatically. This allows you to review delinquencies and avoid a card being suspended.

Unit Finance Managers

Proxies who manage corporate cardholders and want to be able to check delinquencies

Compass Expense Reports

Multiple Wallet Review

Run time: 2m 5s

Video shows proxies how to view and manage the “Wallets” of multiple cardholders.

Expense Report Submitters

Compass Expense Reports

Display of all Emory Credit Cards

Run time: 34s

Video shows how a proxy can view all of the cards that an employee holds.

Expense Report Submitters

Compass Expense Reports

Approvers: Enhanced View

Run time: 1m 4s

Video shows Approvers an enhanced Accounting Summary view.

Approvers

Expense Report Submitters

My Wallet / Corporate Card Tutorial

My Wallet Corporate Card Tutorial

Run time: 5m

Video walks you through the process to submit charges using My Wallet and Card functionality. If you are a first time user, this video will ensure you are clearing out your charges correctly.

Anyone submitting Expense Reports with a Corporate Card for the first time