Transcript Cardholder training - Oxfordshire County Council

Cardholder Training
Viewing old SDOL process to new SDOL
process
The login process
For old SDOL it was
www.reports.rbsone.com
For new SDOL it now is
www.rbsbusinesscard.com
Your user id and password is still required
Your user id and password is still required
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Smart data online home page
In old SDOL
•
•
The old home page format
Remember you need to select the menu then the option…
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Home page
Now with new SDOL
•
You will now see the most recent
five[5] transactions and supplier
name on the Home Page
•
Run your mouse over the
Account Activity menu to see all
the menu options available to you
from the Home Page
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Home page comparison
In old SDOL
Now with new SDOL
•
•
The old home page format
•
Remember you need to select the menu then the
option…….
You will now see the most recent five[5] transactions and
supplier name on the Home Page
•
Run your mouse over the Account Activity menu to see
all the menu options available to you from the Home Page
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Selecting date range
In old SDOL, the process was
1. Select the Financial tab
2. Select account summary
3. Select the Billing Cycle
4. Select the VIEW button
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Selecting date range
Now with new SDOL, the process is
1. From the home page select either Total Transactions link or Transaction Summary from the Account Activity menu
2. Select the Reporting Cycle, then Search
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Selecting date range comparison
In old SDOL, the process was
Now with new SDOL, the process is
1. Select the Financial tab
2. Select account summary
1. From the home page select either Total Transactions link or
Transaction Summary from the Account Activity menu
3. Select the Billing Cycle
2. Select the Reporting Cycle, then Search
4. Select the VIEW button
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Transaction summary
In old SDOL, the process was
1. All transactions will be displayed, however there maybe multiple pages you need to select
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Transaction summary
Now with SDOL, the process is
•1 All transactions will be displayed, simply scroll down the page to see all transactions
•2 You can click Posting Date, Transaction Date or Transaction Amount to sort the transactions
•3 You can click the Detail Icon to see more information associated with the transaction
2
2
1
2
3
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Transaction summary comparison
In old SDOL, the process was
Now with new SDOL, the process is
1. All transactions will display, you need to select by page
1. All transactions will display, you need to scroll down the
page to see all transactions
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Expense report
In old SDOL, the process was
1. Select reports from menu
2. Select Run Reports from the sub menu
3. Select Expense Report from the reports list
4. Select Date Range
5. Select Run
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Expense report
Now with SDOL, the process is
•
•
You will need to schedule the report and you will receive an email when the report has run
Select Schedule Report from Menu
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Expense report
Step 2 – Select Cost Allocation Scheme – yours will default, click NEXT
Step 3 – Add a filter or click NEXT to continue
Step 4 – You can type a Description Or click NEXT to continue
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Expense report
Step 5 – Select a Reporting Cycle and click SAVE to schedule the report
Once the report has finished running [usually within 30 seconds] you will receive an email advice
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Expense report comparison
In old SDOL, the process was
1.
2.
3.
4.
5.
Select reports from menu
Select Run Reports from the sub menu
Select Expense Report from the reports list
Select Date Range
Select Run
Now with new SDOL, the process is
•
In SDOL you need to schedule the report
1. Select Schedule Report from menu
2. Follow the Progress steps 1-5 and SDOL will email you
when report has been completed
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New expense report example
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Thank you – training completed
The Royal Bank of Scotland plc. Registered in Scotland No. SC90312. Registered Office: 36 St
Andrew Square, Edinburgh EH2 2YB.
Authorised and regulated by the Financial Services Authority. No.121882.
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