Transcript SDOL Training

Smart Data OnLine
Training
https://sdol.mastercard.com/jpmorganchase
CENTRAL MICHIGAN UNIVERSITY
Payroll/Travel Services
Warriner Hall 205
Phone: 774-3797 & 774-7363
This online training will give you a brief overview on how
to view and update your credit card transactions as well
as print your monthly statement. We hope you find this
online training helpful.
Go to the Smart Data OnLine website https://sdol.mastercard.com/jpmorganchase.
Use the User ID and Password
that you were provided with to
log into SDOL.
The first time you log in you will be
prompted to change your password
and possibly your User ID.
You will also be asked to answer a
few security questions.
Once you get logged in, the SDOL Homepage will appear.
User Menu
User and Cardholder
statistics.
Page Navigation- Back,
Print, Reload, Search,
Home, Help and Log Out
Watch for reminders,
deadlines, updates, etc. in
the News section.
Links to additional
resources,
information and
tools.
User Guides created
by MasterCard.
Scheduled reports will show
up in the Inbox.
To view and update Credit Card Transactions
1. To view your credit card transactions, click on the Financial Tab.
2. Click on Account Summary.
OR
1. Click on Billing Cycle and select
the appropriate month.
OR enter the statement period dates
(25th to the 24th) in the Date Range
fields. Be sure to select Posting Date.
2. Select View.
OPTIONAL - If you are using the
Cardholder Reviewed Status field
when updating transactions, you
can use Review Status to search
for Cardholder – Not Reviewed
transactions. Only transactions
that need to be reviewed and
updated will be displayed.
You can also enter
additional search criteria.
If you have access to multiple credit cards, you will need to select
an individual to see their transactions.
If you only have access to one credit card, skip this step.
The credit card transactions will appear. To view your account codes:
Click on the View Account Codes icon or select Expand All.
OR
1. Enter an Expense Description.
2. Select Edit Account Codes if the transaction is not in edit mode and make
changes to your default accounting codes.
OPTIONAL - It is recommended to mark transactions as Cardholder Reviewed once you have
reviewed and updated them. When reviewing transactions at a later date, you can expedite
the process by filtering Cardholder – Not Reviewed transactions. Only transactions that need
to be reviewed and updated will be displayed.
3. Move onto the next transaction by clicking the View Account Codes icon,
enter a description and select Edit Account Codes to make changes.
4. When finished, click the Apply button at the top or bottom of the page.
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To view and print Credit Card Statement
1. Click on Reports.
2. Click on Run Reports.
OR
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1. Select the Report you would like to view.
- The Account Statement Report is a very basic listing of credit card charges for a specific time frame.
- The Expense Report is very similar to the Account Statement Report but includes the assigned account codes and expense
descriptions.
2. Either enter the statement period dates (25th to the 24th) or click on Billing
Cycle and select the appropriate month.
- If you are using Date Range, make sure you enter the 25th to the 24th and select Posting Date.
3. Select the Report Format you would like.
4. Hit Run.
If you have access to multiple credit cards, you can either select the
individual you would like to run the report for or you can print monthly
reports for all of your cardholders at the same time. To run a report for
all cardholders, click on your name which can be found next to
“Supervisor”.
If you only have access to one credit card, skip this step.
If you originally selected
screen version and you
now want to print, click
the Printable Version
icon.
Your report will appear.
If you decide you would like to print the report, click on
Printable Version.
- If you selected Printable Version, you may get a Browser Warning because of your security
options. Allow the download.
When you are done working in SDOL, click on the Log Out
button located in the top right corner.
Helpful Hints
• To move to a previous screen, use the back
button
located in the top right corner.
• Watch for reminders, deadlines, updates, etc. in
the News section located on the SDOL home
page.
• If a report does not come up, check your popup
blockers.
• When logging for the first time, check the User
Tab to make sure your personal information is
correct.
Smart Data OnLine Assistance
For more information regarding Smart Data OnLine, please
check out the Credit Card Services website.
You can see a list of all training sessions and a complete
training manual here.
Thanks!