Finance Services Instructions for online access to SDOL for Procurement Card activity

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Finance ServicesInstructions for on-line
access to SDOL for Procurement Card activity
Finance Services
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SDOL

• Review Transactions online
• Account / Transaction Summary and Transaction
  Detail
• Merchant Summary
• Merchant / Vendor Detail Report
• Generate and schedule a wide variety of
  standardized reports customized reports
• Up to 24 months data
• 6 months of data at a time
• Schedule (one time, weekly, monthly, and billing
  cycle)
• Export information in a variety of file formats
• Excel
• Text
• PDF

• QuickBooks
• Quicken

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Getting started with Smart Data Online (SDOL)

• Initial/First Login
• 1. http//sdol.jpmorganchase.com/Screen/Login
• 2. Login ID   
• pcard number (16 digits - no dashes no
  spaces)
• 3. Password        
• SDOL2007 last 4 digits of your pcard number
• (case sensitive and no spaces)
• For example, if your card number is
  xxxx-xxxx-xxxx-1234
• Your password would be SDOL20071234
•  
• 4. Set-up security questions  answers.

• Activity Requirements
• All transactions must be reviewed by the 18th of
  each month.

• Login
• http//sdol.jpmorganchase.com/Screen/Login
• Enter User ID
• Enter Password
• Click Sign In

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Getting started with Smart Data Online (SDOL)

• Password Requirements
• 8-20 characters two of which must be numeric
  characters.
• Passwords are case sensitive.
• Passwords cannot contain spaces.
• Old passwords cannot be reused.
• The password cannot be the same as the User ID.

• Login
• http//sdol.jpmorganchase.com/Screen/Login
• Enter User ID
• Enter Password
• Click Sign In

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SDOL - Home page
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SDOL - Training tools
On-line training guides are accessible under the
Links link.

• Cardholder Guide
• Online Training Tool

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Online Training Tool
This tool walks you step-by-step through the
different features and tabs and provides a
completion percentage.
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Account Details Tab
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Financial Tab
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Financial Tab Account/Transaction Summary

• When using Account or Merchant Summary, first
  define the date range.

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Financial Tab Account Summary

• You can also filter transactions by reviewed
  status.

Click on view to run transaction summary.
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Financial Tab Merchant Summary

• Merchant/Vendor Summary allows to run a summary
  based on
• Amount range or
• Merchant Name
• Up to 24 months of data 6 months at a time
  otherwise processed overnight and delivered to
  your inbox (home page).

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Financial Tab Transaction Summary

• Transaction Detail icon click to view the
  detail for a transaction
• View Account Codes icon click to view the
  cost allocation information applied to a
  transaction
• Split Transaction icon click to split a
  transaction or view the split details
• Additional Information icons

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Financial Tab Transaction Detail

• Transaction Detail
• Financial information and other additional
  information is accessible for each transaction by
  clicking on the icon.

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Financial Tab Transaction Detail

• FOP information is displayed by clicking on icon

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Financial Tab Multiple FOP Accounts
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Reports Tab Reports
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Reports Tab Reports
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Reports Tab Reports
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User Tab

• The User tab contains your SDOL profile.
• Here you can update
• User name
• Password
• Email

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Policies Procedures
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Important Information
PROCUREMENT CARD ADMINISTRATOR Andrea
Stigger Procurement Card Administrator Email
astigger_at_iit.edu x7-7992