- How do I log into PaymentNet?
To log into the PaymentNet application, enter the URL for the PaymentNet logon page
in your web browser:
https://www5.paymentnet.com
In the Customer Login box, enter:
| Organization ID: |
unipenn |
| User ID: |
{Your PennKey} |
| Pass Phrase |
{Your Pass Phrase} |
Click the "Remember my ID" checkbox to have the system pre-fill the
Organization ID and User ID field for your next login. For security purposes,
the system will not save your Pass Phrase.
Note that the Pass Phrase is not your PennKey Password.
To generate your initial Pass Phrase, see Using the PaymentNet Application FAQ #2:
Logging in for the first time: How do I generate my initial Pass Phrase?
- Logging in for the first time: How do I generate my initial Pass Phrase?
The first time you log in, you will need to generate your initial Pass Phrase.
Enter the URL for the PaymentNet logon page in your web browser:
https://www5.paymentnet.com
Click the "Forgot Your Pass Phrase" link and [Go]
You will be requested to enter the following:
- Organization ID {unipenn}
- User ID {Your PennKey}
- Email Address {your Penn email address}
Note: Your email address must match the address in the PaymentNet system (as provided
on your P-Card application)
A temporary Pass Phrase will be sent to your email address. Please keep in mind that
the temporary Pass Phrase will only be sent to the email on record in PaymentNet.
Once you have received your temporary Pass Phrase, you can proceed to log into
PaymentNet. The system will then require you to change your Pass Phrase for future
logins.
- How do I view my transactions in PaymentNet?
From the menu bar on the PaymentNet Home page, click [Transactions > Manage].
The next screen will show the Transaction List. The default view is listed as
"last 30 days (system)".
Note: As Penn exports Purchasing Card transactions into the BEN Financials
system on a weekly basis, the default view will only shows transactions within
the last week (those not exported to BEN).
Other transactions can be viewed by selecting "Waiting for My Review" or
"Waiting for my Approval" by clicking on the drop down arrow next to
the listed view. Click the "set as Default Query" link have either one
of those views come up every time you return to this screen.
Up to 24 months of transaction history will be available to view from within
PaymentNet.
Cardholders will see their own list of transactions. Individuals with either the
Transaction Approver or Manager roles will have access to view and report on the
same information for all Cardholders in their respective areas of responsibility.
- How can I see detailed transaction information?
Clicking on a specific transaction line on the Transaction List will open the
Transaction Detail screen.
The left-side of the Transaction Details screen shows a summary of information from
the Transaction List.
The right side contains the default P-Card Account, Penn ID, Number (a reference
number for use in BEN Financials), and Card Type.
- How can I document the business purpose of the transaction within PaymentNet?
The business purpose of each transaction can be entered in the Transaction Notes
field on the Transaction Detail screen.
Transaction notes must include:
- A brief description of the item(s) purchased
- The business purpose of the purchase
- Changes in the account to be charged (if applicable)
Once you have entered your information, be sure to click [SAVE] on that same screen.
- How do I view Purchasing Card Authorizations and Declines?
From the menu bar on the PaymentNet Home page, click
[Transactions > Authorizations/Declines].
The next screen will show any Authorizations or Declines made on a Purchasing Card
in real time.
Cardholders will see their own list of transactions. Individuals with either the
Transaction Approver or Manager role will have access to view and report on the same
information for all Cardholders in their respective areas of responsibility.
- How do I view my credit limits and available credit?
From the menu bar on the PaymentNet Home page, click [Transactions > Statement].
The next screen will show the Statement Detail Screen. From the Statement Detail
Screen you will be able to see your Credit Limit and Available Credit. The Cash Limit
and Cash Available fields are for informational purposes only (the Purchasing Card
may not be used for cash advances).
Important: This Statement is for individual Cardholder information only and
should not be confused with the monthly Statement of Account.
For information on scheduling your monthly Statement of Account, see the
Using the PaymentNet Application FAQ #8:
How can I schedule my Statement of Account to run automatically?
- How can I schedule a Statement of Account to run automatically?
From the PaymentNet Home Page, select [Reports > Create].
From the Report List, select Statement of Account.
On the Report Detail Screen:
- Enter a new name for your scheduled report in the Name field
- Select Adobe PDF from the Report Format drop-down box
- Click the check box to Schedule your report
- Select Cycle from the Frequency drop-down box
- Select Purchasing Billing Cycle from the Cycle drop-down box
- Click "Save"
IMPORTANT NOTES ON ENTERING CRITERIA:
If your have the role of Cardholder (and no other) in PaymentNet, you do not have to
enter any information in the Criteria or Hierarchy sections of the Report Detail
Screen.
Individuals, who have the Transaction Approver, Manager, or Auditor roles, MUST enter
information in the Criteria and/or the Hierarchy sections of the Report Detail Screen
to avoid running reports for their entire area(s) or responsibility.
Use the down arrow and plus buttons to add Criteria and/or Hierarchy parameters for
your desired report.
Examples may include:
- Specific Account Number
- Last Name
- Department
The Criteria and/or Hierarchy parameters may be used individually, or in combination
to achieve the desired result.
Note: The report will run automatically. The amount of time your report will take
to process depends on the volume of system activity.
You will need to log back in to PaymentNet to print your Statement of Account.
For more information on printing the monthly Statement of Account, see the
Using the PaymentNet Application FAQ #9:
How do I print my Statement of Account once it has been submitted?
- How do I print my Statement of Account Report once it has been submitted?
Once your report is ready, the status field on the Available Downloads Screen will
update to "Successful".
To get e-mail notifications when your report is ready, see the
Using the PaymentNet Application FAQ #10: How can I
setup an e-mail notification to let me know when my Statement of Account is ready to
be downloaded?
Download your report by clicking the name field. The Statement of Account will be
downloaded as a PDF file. Click [OPEN], and print the document from your desktop.
- How do I setup an e-mail notification to let me know when my Statement of Account
is ready to be downloaded? What other e-mail notifications are available in
PaymentNet?
From the PaymentNet Home Page, click on the My Profile icon 
.
From the General Information tab of the My Profile screen, click the checkbox next
to Reports to have the system send an email notification when your scheduled Statement
of Account (or any other report you choose to run) is ready to be downloaded.
If you would like to be notified when your Purchasing Card transactions post to
PaymentNet, you may also choose to click the checkbox next to "Transactions for
Review".
- How can I run more advanced Reports or Queries? Where can I find additional
information on these features?
From the menu bar on the PaymentNet Home page, click [Transactions > Query].
Use the drop down boxes as well as the down arrow and plus buttons to add criteria
to your customized query.
Additional information on creating queries can be found by clicking [Help > Help for
this Page] on the menu bar.
- How can I run a Statement of Account for the most recently completed
billing cycle?
From the PaymentNet Home Page, select [Reports > Create].
From the Report List, select Statement of Account.
Cardholders: If you have the role of Cardholder (and no other) in
PaymentNet, you do not have to enter any information on the Report Detail Screen.
Click [Process Report] to generate the Statement of Account for the most recently
completed billing cycle.
Transaction Approver or Managers: If you have the role of
Transaction Approver or Manager in the PaymentNet System, clicking [Process Report]
without any additional criteria entered on the Report Detail screen will generate
Statements of Account for ALL CARDHOLDERS IN YOUR HIERARCHY.
To print a Statement of Account for yourself, or on behalf of a specific user in
your hierarchy, enter the following information in the Criteria section of the
Report Detail Screen:
| Field: |
Select "Account Number" |
| Operation: |
Select "Contains" |
| Value: |
Enter your 16 digit card number |
Click [Process Report].
To print your report, see the "Using the Payment Application FAQ #9: How do I
print my Statement of Account report once it has been submitted" listed above.
