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Spendvision User Guide
UpdatedJanuary 2015
Welcome Screen
Click to enter statement
Account Statements
Click to enter statement period
Click to enter transaction and begin coding
Wizard or Coding?
• International Travel
• Domestic Travel• Meals or
Entertainment• All other coding
International Wizard
Simply split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.
Enter Travel Details and then click on YES for Travel Diary. Save.
Travel Details will transfer to the following screen and also to statement and GL
Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code and Save.
COMMENTS CODING
Select CC/Project
Expand drop down Click Search
Searching
Type in the code if known OR Click on Search to return ALL codes
Searching cont.Whichever way you search, results
will appear in the bottom half of the window.
Click on the UP arrow to use the code.
Click on the right pointing arrow if you wish to save this code to your favourites if you use it regularly.
OR Search using a description
Domestic Wizard
Simply split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.
Enter Travel Details and then click on YES for Travel Diary. Save.
Travel Details will transfer to the following screen and also to statement and GL
Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code as previously outlined. Save.
COMMENTS CODING
Meal & Entertainment Wizard
Split the expense into the appropriate boxes. Hover on for help. When fully allocated, click on comments to continue.
Enter details and click Save. Details entered here will be transferred to following screen and also to GL.
Coding window appears with all expense codes and GST codes prefilled. Select CC/Project code as previously outlined. Save.
All other Coding
• Complete CC/Project code as previously outlined.
• Using same process, select expense code
• Select relevant Tax Code • Enter Expense Description.
This will appear on Statement and GL.
• Save
AND
Your statement now shows indicating that your coding is complete.
The means that approval is stil required.
View Statement Report and print it. Hand printed statement, with all receipts and dockets to your supervisor .
Click on Mark Statement Complete to enable your supervisor to see and approve the online transactions.
Statements should not be marked complete until the end of the statement period
AND
Statement now shows in both columns. This indicates that transaction has been fully coded and approved by supervisor/approver.
If a is shown, your supervisor needs more information. Click on the icon and take appropri`ate action.
GST CODES/GUIDELINES
CONTACTS & LINKS
• Julie McConnell – Administrator 8201 3549
• James Conlon – Supervisor 8201 2058
• Purchase Card Policy https://www.flinders.edu.au/ppmanual/financial/purchasingcard.htm