Spendvision User Manual - Essex Schools Infolink
Contents
1. Logoff Current Balance 3 698 24 Previous Balance 3 758 77 Credit Limit 5 000 00 Statement Status Updated P Cards Statement Barclaycard Business Card Account 1 24 Mar 2010 Account Statement Card Account 1 Card Account 1 Card Account 1 24 Apr 2010 24 May 2010 24 Jun 2010 28 May 2010 30 May 2010 31 May 2010 08 Jun 2010 12 Jun 2010 12 Jun 2010 13 Jun 2010 13 Jun 2010 Watkins amp Watkins Jakarta Cafe wW H Smith Protland Press Ltd Protland Press Ltd w H Smith Norfolk Plaza Protland Press Ltd 82 21 19 58 135 18 1 810 09 1 360 00 23 Jun 2010 Transaction Fees 23 Jun 2010 Payment v y v x X X X X X Tax Receipts for this Statement Hawe Not Been Received T 2 What happens after you have completed coding the transaction on your card statement Your transactions will be processed into the IFS General Ledger as part of the monthly extract 2 8 How to delegate your card statement lf you are going on leave or for another reason may be unable to code your statement for a period of time you can request to delegate your statement to another employee Please complete the delegate form available from the intranet or the Schools Info Link site You will still be able to view and code your own statement however the person you have delegated your card to will also be able to do this Spendvision_User_Manual_v1_7 August_2011 Page 12 of 15 Delegation is one method to cover exten2. Business J I ransaction Details Amount 82 21 GBP Watkins amp Watkins London Summary a Advanced Subjective Cost Code Analysis Line Item Business Purpose Amount Incl Tax Code Line 1 3019 CFIN4000 00000 60 00 20 v O Line 2 3019 CFIN4000 00000 22 21 v Q 20 Line 3 17 5 Y 15 Line 4 5 v Exempt More Balance 0 00 NonBusnes Iransaction Details Amount 32 21 GBP Watkins amp Watkins London Advanced Subjective Cost Code Analysis Line tem Business F se Amount Incl Tax Code Line 1 3019 CFIN4000 a ooo00 62 11 20 Line 2 3019 cFINaqoo iis 00000 l 20 10 Zero Rate Line 3 IS lial Line 4 af More Balance Supplier Information VAT Receipt i w Disputed Spendvision_User_Manual_v1_7_August_2011 Page 9 of 15 You must always provide evidence of your purchase in the form of a receipt but you need only tick the VAT receipt box if the item is VATable if some items are VATable and others are not you should split out the total amount as shown above Step 3 Adding the Business Purpose This is a mandatory field You should enter the reason for the purchase so that budget holders auditors etc are clear regarding the purpose of the purchase e g Weekly groceries purchase for residential home When you are making a purchase on behalf of someone else state clearly their name Freedom of Information requests and certain statutory returns require E
3. PDF images and only images less than 2MB in size Upload File Browse Upload File EEEE EEEI lt S You will see a pop up box showing the transactions for that statement period Link the receipt image to the relevant transaction by clicking on the transaction you want to attach the receipt to it will now be highlighted blue Click Save If you forget to click Save your receipt will not be shown against the transaction Image Detz Receipt Sains 379 naneme 16 KB RA i 3 698 24 Trainingcardh Date Reference Extracted Images F P Cards Sta pnts De vagtaee Teer eae ae 3 758 77 dT 20 Sep 2010 Watkins amp Watkins x odg 5 000 oo PRR Li T Z J Items Requiring eS A 30 Sep 2010 Jakarta Cafe Updated Delete Image ecm tte aia 7 paa 01 Oct2010 WHSmith 09 Oct 2010 Protland Press Lto 13 Oct 2010 WH Smith 13 Oct 2010 Protland Press Ltc 14 Oct2010 Norfolk Plaza A 239 97 14 Oct 2010 Protland Press Ltr A 91 60 24 Oct 2010 Transaction Fees g 3 1 50 Barclaycard Busit Card Account 1 Card Account 1 Card Account 1 Card Account 1 mage Save Do not delete the receipt images after you have correctly loaded them Close the pop up windows You will be on your Accounts Statement page 2 4 How to code Card Transactions After uploading your receipt image click the red cross to the right of the transaction you want to code a ail Z Traing System se ou Home Reports Settings Languag
4. ANCE DUE CONNECT DEBIT Spendvision_User_Manual_v1_7 August_2011 Page 13 of 15 4 0Useful Contacts Barclaycard 0844 822 2160 in the UK or 44 1642 876 690 internationally 24 hour service The above number should be used for Lost and stole cards this should be reported immediately Card or PIN enquiries if your card PIN has not arrived or has been damaged Fraud in the event of a fraudulent transaction on your account P Card Administrators lf you have a query regarding the use of your card or the Spendvision system please contact the P2P administrators at purchase card essex gov uk or phone the P2P helodesk 01245 437708 internal ednet 51708 5 0Glossary of Spendvision icons Transaction Status Icons X Red Cross Indicates that some coding is still required and or not all mandatory fields have been completed v Green tick Indicates that the transaction as been coded and all mandatory fields have been completed Other Icons lt lt Print from screen Spendvision_User_Manual_v1_7 August_2011 Page 14 of 15
5. AT able A credit card slip is not acceptable For purchases under 250 you can claim VAT using a simplified receipt further guidance can be found in this document VAT guidance You will need to scan your receipt or obtain a clear digital image using a camera and save the image as a PDF file JPG GIF or TIF files can be accepted When you have uploaded the image to Spendvision and have checked to make sure that the image is present there is no need to store the electronic copy on your computer Please keep the original paper copy for 12 months for audit purposes lf you have access to a Konica bizhub photocopier and scanner you will easily be able to set yourself up to scan items and the image will be e mailed to your PC To add your e mail address to the scanner follow these steps Press the Utility Counter button On the screen choose Option 1 One Touch User Box registration Option 1 Create One Touch Destination Option 1 Address book Option 1 E mail New Press Name enter name press OK Press E mail address enter full address press OK OK Close You will now be able to place your receipt or invoice on the photocopier screen and press the Fax Scan button Select your e mail address Click OK and press the Start button The file will be e mailed to your PC and you can then save and upload to Spendvision To upload receipt images to Spendvision Click Manage Receipt Images on your Account Statements
6. CC to report on key personnel and spend types summary Subjective Cost Code Analysis Line Item Business Purpose Amount Incl Tax Code Line 1 3019 w CFIN4000 w 00000 v 62 11 20 Line 2 3019 Y CFIN4000 v 00000 20 10 Zero Rate Line 3 v vw Line 4 v v More Balance Supplier Information VAT Receipt W v Disputed Business Purpose Mandatory Please enter full details of purchase Emergency food for childrens home close Step 4 Save the transaction Click Save if you have completed all these steps then the transaction will now have a green tick beside it on your Account Statement page and YES under the Image column 2 5 Disputing a transaction If you wish to dispute a transaction Click Disputed and follow the instructions You should note that you will need to raise this separately with the Supplier Barclaycard as appropriate and notify the budget holder The item will still need to be coded and a business purpose entered and will update to IFS when the monthly extract is taken and any credit later can be coded to offset the transaction Spendvision_User_Manual_v1_7 August_2011 Page 10 of 15 Line Item Subjective Cost Code Analysis Capital Project Code Business Amount Incl Tax Code Line 1 4130 i Dext7o00 v oo000 iv Ji 10 00 17 5 v Line2 4130 s DcxL7000 00000 llan llaa 9 58 ZeroRate v Line 3 Line 4 J
7. Disputed Transactions More Balance You have selected to flag this transaction as disputed Please click the link below for guidance on completing the dispute outside of Spendyision or return to complete the transaction coding by clicking close http fessex gov uk PCard Business PL Emergency Close E Close B internet 2 6 After uploading and attaching your receipt and coding your transaction Cardholders can view at a glance if they have loaded and attached a receipt to each transaction and if they have ticked the VAT Receipt box to claim back any VAT The VAT Receipt column refers to the VAT Receipt box on the Transaction Details screen There will be a Yes in this column if the cardholder has ticked the box to claim VAT lf you wish to claim VAT you must ensure that you have placed a tick in the VAT receipt tick box This is to enable ECC to claim back the VAT on behalf of your team VAT reclaim means you pay 20 less for goods and services where VAT is charged On the Account Statement page check there is a Yes in the VAT Receipt column next to each transaction if you have attached a receipt that includes VAT By close of statement period you need to have a Yes against each transaction in the VAT Receipt column for all transactions that include VAT In the example below the cardholder claims VAT for two transactions If the cardholder does not claim VAT there will be a dash in this column Spendvision_User_Manual
8. EssexWorks For a better quality of life spendvision User Manual A user guide for managing transactions on Spendvision Prepared by Purchase to Pay August 2011 Essex County Council Table of Contents 1 0 Transaction processing USING SPENAVISION cccsseseseeeeseeeeeeeeees 1 1 ITFOGUGHOMN1O SOCNOVISIO NN rete o0ctedsiver neces eect ti ems acoder Pinos eceuec eh aciesctaecauennosayaucaeeeemeeads sient eee nesaucnaansles 2 1 2 How to access the Spendvision system ccccccessscceeceesseceeceesecceeceeseececeeseceeeceuaeceeeeeeaeceeseeeaeeeessseaaeeess 2 1 3 What 10 00 If yOu torget your Fass Wordenia EE E cant iebalssan acca chewvi ewes Denteeulaaake 2 1 4 Employee DeClarallOn isco kseveeetucty cases en oan E net ons ee aise dade eter e E E 2 1 5 Howto change your DASSWONO suites Se ope tn sous west che ea T 3 1 6 How to customise your view of your Card statement ccccceccccceeececceeececeeeceeeeeeceeeeeeeeseuecesseeesseeeesaaees 3 2 0 Cardholder Transaction Processing cccceesceseeseeeeeeeeeeeeeeeeeeeeeennees 2 1 How to view your Card statement and transactions ccccccccesecccceseeeeceeceeceeeceeceeeceseeecessueeessaeeeeeseeeeeeas 4 2 2 WAS ACHONGCY ClO eane a A A E ace raclecewsls 4 2 3 How to Manage and Upload receipts cccsesccccccsssecccceeseeceeceeueeecceaueceeecaueeeceseeaececessaueeeessuaaeseseesaaeeeess 4 2 4 Flow tocode Card I ransachoms x s1235 coe cease Naha
9. _v1_7 August_2011 Page 11 of 15 j s Ammy Training System ssec cona Home Reports Settings Language Contacts Help Logoff Current Balance 3 698 24 Previous Balance 3 758 77 Credit Limit 5 000 00 Statement Status Updated P Cards Statement Barclaycard Business Card Account 1 24 Mar 2010 Frainingcardholder Id1 Card Account 1 24 Apr 2010 Card Account 1 24 May 2010 Card Account 1 24 Jun 2010 Account Statement 28 May 2010 Watkins amp Watkins 30 May 2010 Jakarta Cafe 31 May 2010 W H Smith 08 Jun 2010 12 Jun 2010 12 Jun 2010 Protland Press Ltd Protland Press Ltd vie H Smith lt x MK XM L A S 13 Jun 2010 Norfolk Plaza 13 Jun 2010 Protland Press Ltd 23 Jun 2010 Transaction Fees 23 Jun 2010 Payment Tax Receipts for this Statement Hawe Not Been Received Bo The Image column refers to loading and attaching a receipt On the Account Statement page check there is a Yes in the Image column next to each transaction This means you have loaded and attached the receipt correctly By close of statement period you need to have a Yes against each transaction in the Image column In the example below the cardholder has successfully loaded and attached three receipts for three transactions If there is a dash in this column the receipt has not been loaded and attached successfully a Spendvis com Fon Training System esseccouycounci Home Reports Settings Language Contacts Help
10. atement and or approvals screen After you have selected the buttons Click Save Spendvision_User_Manual_v1_7 August_2011 Page 3 of 15 2 0 Cardholder Transaction Processing 2 1 How to view your card statement and transactions After successfully logging in to the system Click P Card Statement on the left hand side of your home page Your current Account Statement will be shown similar to the screen below Card statements for the six previous periods where applicable will be shown on the left hand side You will not be able to alter any coding of transactions in these previous periods however you can still view the transactions oo Spendvision com gt gt Training System cuucmoora Home Reports Settings Language Contacts Help Logoff P Cards Statement Account Statement Luteni Relance Previous Balance Items Requiring Attention Credit Limit 5 000 00 rainn ihoide r Idi Barclaycard uni Statement Status Updated Barclaycard Business Card Account 1 24 Jul 2010 Card Account 1 24 Aug 2010 28 Sep 2010 Watkins amp Watkins Yes Yes 82 21 Card Account 1 24 Sep 2010 30 Sep 2010 Jakarta Cafe 19 58 Card Account 1 24 Oct 2010 01 Oct2010 WHSmith e 135 18 09 Oct 2010 Protland Press Ltd 1 810 09 13 Oct 2010 Protland Press Ltd 1 360 00 13 Oct 2010 WHSmith 14 Oct 2010 Norfolk Plaza i 9 14 Oct 2010 Protland Press Ltd 81 60 The column to the right of the transaction amount relates to the status of t
11. ded absences However it should be noted that Approvals and Statement processing can be performed from any PC with Internet access therefore delegation may not be necessary in all circumstances You will remain accountable for ensuring accurate and timely coding of transactions 3 0Example receipts 4 1 Example of an incorrect receipt This is a card slip rather than a receipt It does not give any detail of the items purchased or breakdown the amount and show VAT if applicable Yeats LTO B EALR SASTHS lee WALT Aah ASAE T Mech 1 4 T Otte os54o ISA MEIE a e Go Enp O02712 KE Yep 3AL5 DPAR2FOLDEF COPY PLEASE KEEF THIS 14 CIPT FER YOUR RECIRDS AMUN E2 15 CUETOMER WOT PRESENT THA Oh 1551 BSNS i STH GIDE Ore o42 4 2 Example of a correct receipt invoice An example of a correct receipt is the one shown below in this example you can tell which items are VATable by the In the Spendvision system you would code 2 38 1 52 0 86 as VATable and the remainder 8 89 as Zero rated Sainsbury s HALSTEAD 01787 293000 Sainsbury s Supermarkets Ltd 33 Holborn London ECIN 2HT WH Sainsburys cO LIK VAT NUMBER 660 4546 36 ORGANIC WHOLE MILK 1 03 ULTRA WIPE KIT THI 1 52 COMFORT VAPRSE E0 Gb JS COFFEE FILTER 1 67 J5 COFFEE FILTER 1 67 CHINESE BEANSPROUTS 0 59 KINGSMILL 50 50 THK 1 00 MAIL ON SUNDAY 1 50 POTATOES BAKING LSE 1 155 ko 1 24 kg 1 43 BAG RE USE 9 BAL
12. e Contacts Help Logoff 3 698 24 3 758 77 i Sep 2010 to 24 Oct 201 5 000 00 Trainingcardholder Idi Barclaycard Account N Updated P Cards Statement Account Statement Items Requiring Attention Barclaycard Business Card Account 1 24 Jul 2010 l Ipplie Card Account 1 24 Aug 2010 28 Sep 2010 Watkins amp Watkins Card Account 1 24 Sep 2010 30 Sep 2010 Jakarta Cafe Card Account 1 24 Oct 2010 01 Oct 2010 WHSmith 135 18 X Spendvision_User_Manual_v1_7_August_2011 Page 6 of 15 The Transaction Details coding screen will now be displayed Line Item Subjective Cost Code Analysis Business Amount Incl Purpose Line 1 4130 DCxL7000 00000 19 58 Line 2 v Line 3 M Line 4 v More Balance Supplier Infor mation VAT Receipt Disputed rchase Jakarta Cafe Business Purpose Mandatory Please enter full details of purchase Step 1 Coding the transaction For the transaction to be correctly coded it must have a Subjective Cost Centre and Analysis The Project Code field is not mandatory Some of these fields will be pre populated based on the category of spend You should amend the code if it is incorrect To search for a new code click the drop down arrow beside the code field and Click Search please note you will only see Cost Centres that the Budget holder has approved you to use Summary ESSE Line Item Subjective Cost Code Analysis Capital Project Code Business Amo
13. e regularly add them to your favourites 4130 Description y below this will place them within your select lists 4 total of 15 Walid Codes Only Yes Mf all O Search codes per code type may be added to each list FLEET LEASING CHARGES PLANT EQUIPMENT HIRE LEASE PLANT PETROL GIL amp AMTIFREEZE COMTRACT HIRE HIRE SF TRANSPORT COMVEVAMCE OF CLIENTS CARRIAGE AND HAULAGE TRANSPORT OF MEALS HIRE OF PLANT amp EQUIPMENT COMTRACT LESS THAN SEATS COMTRACT 16 SEATS COMTRACT MORE THAN 16 SEATS COMMUNITY TRANSPORT COMMUNITY LIME AMBULANCE TRANSPORT EDUC L EQUIPMENT PURCHASE GREETING CARDS PURCHASE OF CO CARDS CLEAN OOMESTIC amp MEDICAL REMTL Po STAGES TELEPHONES RENTAL 4DVERTSING PUB EXEMPT La ACTE ia oi oiis aiie aiis ai a Sp ap ap mp ab mp ab ap mp ap aD ap mp ap ap LLELLLLLLLLLLLEL lf you wish to split code the transaction for example where a purchase was made for two separate cost codes or where the purchase is subject to two different VAT codes you can do this by clicking on the small plus symbol on the left hand side where it says Line 1 A https www spendvision com Transaruon Microsoft Internet Explorer provided by Essex Coun m Transaction Details Purchase 30 Sep 2010 Amount 19 58 GBP Jakarta Cafe London Line Item Cost Code Analysis i oject Co Business Amount Incl Tax Code Purpose Line 1 4130 a DCxL7000 00000 m m 19 58 L
14. he transaction The icons in this column indicate the following X Red X Shows that some mandatory coding is required Green Tick Denotes that all coding information has been entered Green Question Mark Shows that the transaction has been automatically coded 2 2 Transaction cycle The system will be updated daily and you will receive e mails to prompt you when items require attention You can therefore deal with items as they occur It is suggested however that as a minimum you log on weekly to code your transactions and upload receipts An extract of the transactions in the system will be taken on the Wednesday before the last Friday of the month P card deadline to update the General Ledger You are therefore required to code and receipt transactions within the transaction cycle Any items not updated by the cardholder in time for the extract date will be posted using the default code 2 3 How to manage and upload receipts It is important that you upload a receipt for every transaction on your statement as evidence of business purchase If your purchase includes goods subject to VAT and the supplier is VAT registered you must always request a correct VAT receipt Spendvision_User_Manual_v1_7 August_2011 Page 4 of 15 A valid receipt must contain the following details e Date e Total amount payable e Supplier name address and VAT registration if goods VAT able e Goods description e VAT amount if goods V
15. ine2 bial l ha Spendvision_User_Manual_v1_7 August_2011 Page 8 of 15 A pop up box will appear where you will be able to select the amount of lines you wish to split the transaction over Select the amount of lines using the drop down box The system will automatically split the transaction total equally across the amount of lines chosen You are able to overtype this with the appropriate amounts Line Item Subjective Cost Code https www spendvision com p a AmountIncl Tax Code Line 1 4 4130 DCXL7000 19 58 m Split Transaction Line Please select the number of lines that you would like to split the Line3 amp selected line over You are then able to change the amount allocated to each line before saving your changes Line 2 Line4 More Balance Line Amount Supplier Inf Line 1 f 9 79 l Line 2 9 79 Balance 0 00 wy Cancel g Save Business Pu AEI None Click Save You will now see the additional lines added and are able to amend the codes appropriately Step 2 Checking the Tax Code The Tax Code will default in as blank This is a mandatory field you will therefore need to amend by choosing a different tax code from the drop down list The following options can be chosen 20 17 5 15 5 Zero Rate Exempt and Non
16. ndvision Welcome to Spendvision Please enter your username and password to log in New look Spendvision login page Username Welcome to the new look Spendvision login page Nothing else has changed and once you log in everything will be as before We ve made the change because we ve just refreshed our corporate website It now has new content an updated look and some great new features why not take a look Password LOGIN gt Please note If you are inactive for 30 minutes you will be automatically logged out of the system and you will need to login again in order to continue using the system 1 3 What to do if you forget your Password From the login screen Click Forgotten your password Follow the prompts to have your password emailed to you After using this feature the next time you login you will be asked to update your password If you have forgotten your Username you need to contact the P2P helpdesk on 01245 437708 internal ext 51708 1 4 Employee Declaration Each time you enter the system you will need to Accept or Decline the Employee Declaration It is essential that you have read the Purchase Card Policy in order to use the system Click on the link to get full details of this policy If you Click Accept you will be taken to your home page If you Click Decline you will not be able to progress with using the system Spendvision_User_Manual_v1_7 August_2011 Page 2 of 15 1 5 How to change your password Y
17. omments Subje added to the code for usage k Code Code Value re For codes that you use regularly add them to your favourites Line 1 4 4130 Description below this will place them within your select lists A total of 15 sreza aaga A codes per code type may be a each list Line2 Valid Codes Only Yes W All Sear codes per code type may be added to each list Line 3 2002 EDUC L EQUIPMENT PURCHASE 2006 GREETING CARDS More 2008 PURCHASE OF CD CARDS Line 4 To return a code to the transaction screen Click on the P Up Arrow If this code is one that you are likely to use a lot consider adding to your favourites by clicking on the Right Arrow When you have set up a list of Favourite codes for each code type it will save you time as you will no longer need to do a full search for every code you require Instead a list of your most frequently used codes will appear in the drop down list when you click on it as shown in the example below You can add up to 15 favourite codes Amount 19 58 Jakarta Cafe L J Subjective Search a Subjective Favourites summary Please search for the code you require Note that only the first60 If you are unsure about a code please use the information icon active codes will be returned matching your criteria after you have performed a search This information will provide you with code manager details as well as specific comments Sub je added to the code for usage Code Value E For codes that you us
18. ou can change your password by Clicking Settings on the left hand side of your homepage and then Set Password on the left hand side 1 6 How to customise your view of your card statement To view your Spendvision settings Click Settings on the left hand side of your home page Click customise views on your Settings screen You will then be presented with a list of additional information you can select to show on your Card Statement Spend PEN com 557 Essex County Council Home Reports Settings Language Contacts Help Logoff Your Settings Your Personal Settings Overview The following diagram map is aimed to help you configure and manage your own personal settings If you have any questions or wish to change settings not available here then please contact your system administrator k Charge Groups Charge Codes Set Password Report Groups Reports Approval Roles Approval Rules Personal Details Account Management Transaction Date v Transaction Coding Posting Date Second Description Transaction Type Disputed Customise Views Supplier v Personal Audit History Disputed VAT Receipt Personal Receipt Image Source Amount Source Currency Tax Amount Amount Tax Exclusive Amount Tax Inclusive y Sort Ascending VAT Receipt Sort Descending Management Codes Regional Settings By clicking on any of the buttons listed under these headings you are able to add additional information to your view of your card st
19. page Any receipts that have already been loaded will be shown here Click Upload New Image always top left of the screen ial 2 Image Vault Microsoft Internet Explorer provided by Essex County Council E https www spendvision com main transaction_r_1 asp xs_acc 22CS3E9F 5473 4 Upload New Image Image Details Image 3 698 24 q Image Detalls Image P Cards 3 758 77 Items Requiri Receipt Sainsburys 2 JPG 5 000 00 16 KB Trainingcardholder Id1 Sai b R Updated Barclaycard B 20 Jul 2011 _ gt AnsourysS Q i Card Account Linked Transactions Ay penal ning eee 5 Card Account Delete Image HAL STEAD Card Account Card Account Spendvision_User_Manual_v1_7 August_2011 Page 5of 15 Click Browse to search for your image Click the correct file and Click Upload File Pa Receipt Image Management Image Details Image Receipt Sainsburys 2 JPG 16 KB P Cards Sta Trainingcardholder 11 a oe E 3 698 24 as e A https www spendvision com Image Vault Microsor 3 798 77 Items Requiring Linked Transaction 5 000 00 Delete Image Updated Barclaycard Busit 3 Image Upload Card Account 1 Card Account 1 Card Account 1 Card Account 1 When attaching receipts you should always try and keep the image sizes as small as practically possible Some handy ways of doing this include reducing colours and reducing the actual height width sizing of the image You may only upload GIF JPG TIF or
20. s apace a a Aa 6 2 5 Disputing aA tansa HOM a ss sess tare ea caste ceihaceestoaveanee A seek neers 10 2 6 After uploading and attaching your receipt and Coding your transaction cccccceecccceeceeeeeeeeeeeeeeesaees 11 ot What happens after you have completed coding the transaction on your card statement 05 12 2 8 How to delegate your Card StatEMent ccccccccssssececcceeeceeeceeeceeeeaeueeeeeseaeceeesseueeeeessaueeessssageeeeeeessaaaes 12 3 0 Example TOCEIPES soosis a 40 UsSel lGConNntaCtS con a aeai 5 0 Glossary Of Spendvision ICONS cccccceeeseeeeseeeeneeeeneeeeeneeeeseeeeneeeenees Spendvision_User_Manual_v1_7_August_2011 Page 1 of 15 1 0Transaction processing using Spendvision 1 1 Introduction to Spendvision Spendvision is an internet based Transaction Management System which has been configured to meet ECC business rules and structure replacing paper processes for coding and approving purchasing card transactions Spendvision must be used to code all transactions state the business purpose for the purchase and attach receipt evidence 1 2 How to access the Spendvision system Enter httos www spendvision com into the Internet Browser or click on the link from the intranet Click Customer Login enter your user name and password and Click Login vision 2 Spend S CUSTOMER LOGIN JAPANESE BRASS l Access your accoun t POWERED BY SPENDVISION THE SPENDVISION PLATFORM ZY Spe
21. unt Incl Tax Code Purpose Line 1 4130 vy DCXL 000 00000 19 58 Line 2 2002 EDUC L EQUIPMENT PURCHASE 2006 GREETING CARDS 2008 PURCHASE OF CD CARDS Line 4 2009 CLEAN DOMESTIC amp MEDICAL RENTL 4003 POSTAGES More 4008 TELEPHONES RENTAL Balance 4015 ADVERTSING PUB EXEMPT LG ACT86 Search Line 3 A search window like the one shown below will appear If you know the code you are looking for enter the details of the code into the Code Value or Description field lf you know part of the code value or description use the key for a wildcard search e g 3 would return all subjectives beginning with a 3 or S would return all codes with a description starting with an S Click Search NOTE If you just Click Search without searching for a particular code the system will return the first 60 valid codes it finds The Valid Codes Only box will be ticked as default Spendvision_User_Manual_v1_7 August_2011 Page 7 of 15 gt https www spendvision com Personal Settings Microsoft Internet plo 2 rov c 101 x Amount 19 5f lakarta Cafe 3 Subjective Search 3 Subjective Favourites Sunmary Please search for the code you require Note that only the first60 If you are unsure about a code please use the information icon Approval active codes will be returned matching your criteria after you have performed a search This information will provide you with code manager details as well as specific c
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