Training Logging In Using Google Chrome go to httpscontrolpayadvancedcom Note If you are a firsttime user and have a card number but do not have a log in user ID and password ID: 709941
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Slide1
Commerce Bank Visa
P-Card Cardholder
TrainingSlide2
Logging In:
Using Google Chrome,
go to
https://controlpayadvanced.com
.Note: If you are a first-time user and have a card number but do not have a log in user ID and password, please contact your P-Card Coordinator at Extension 8046 for assistance.Slide3
Logging In:
Security Code Frequently Asked Questions:
The security code will be coming
from:
donotreply@controlpayadvanced.com. During the initial login process, if you have entered your User Name, Password, and Organization ID and did not receive a security code, please follow the below steps: Check Spam/Junk email folder. If the security code is going to this folder, please mark the email address donotreply@controlpayadvanced.com as not junk or safe. Below is a screen shot of the email header. Slide4
Logging
In (Continued):
To
log in, type your username, password, and organization ID.
Please remember, username and passwords are case sensitive.Note: If you want the application to automatically fill the Username the next time you log in, click Remember My Username.Click Log In.Slide5
Creating and Submitting a Transaction Envelope:
A Transaction Envelope must be created to approve and store all purchases for workflow processing. To create
a transaction envelope, complete the following steps
:
On the menu of the Dashboard, click Transaction Maint and then click Transaction Envelope.Slide6
Creating
and Submitting a Transaction Envelope
:
The
Transaction Envelope page opens.Click Add New.The Create page opens.
What
displays on the
Create
page is a drop down
list referencing
your card. In the
Actions
column, click the
Create
Envelope
icon: Slide7
Creating and Submitting a Transaction Envelope:Slide8
Creating and Submitting a Transaction Envelope
:
In
the
Employee Name field, the name should be the same name as the name embossed on the selected card.In the Envelope Name field, type a name for the envelope. Please use “YEAR, MONTH, INITIALS OF THE CARDHOLDER” for the envelope name
.
Example: 2016 AUG CH
Slide9
Creating and Submitting a Transaction Envelope:
In
the
Date Selection
field, click to select Cycle, Month or Custom. Be sure to select the correct date range corresponding with the range of your transactions that require approval. The normal search will be by Cycle.
Click
Save
.Slide10
Creating and Submitting a Transaction Envelope:
The
Transactions
page
opens to enable you to search for the cycle transactions.
Click
Search
.Slide11
Creating and Submitting a Transaction Envelope:
The
Transactions
page now opens to the contents of the envelope.Slide12
Creating and Submitting a Transaction Envelope:
From this page you will:
Check the
Second Box
for each transaction to select the charges you are approving.Add a Note (Required Field) regarding the intended use/purpose for each transaction in the cycle. Once all transactions are approved, click In Envelope in the Header of the Transactions Envelope (just above the first transaction).Click Save
Click
Submit to WorkflowSlide13
Congratulations!
You have successfully reviewed, approved and submitted the Transaction Envelope for processing by your campus or departmental bookkeeper!
Should you have any questions regarding the submission of a transaction envelope, please do not hesitate to contact
your campus or departmental bookkeeper.