Smart Data OnLine Training

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Smart Data OnLine Training

• http//sdol.jpmorganchase.com

CENTRAL MICHIGAN UNIVERSITY Payroll/Travel
Services Warriner Hall 205 SDOL Administrators
Sara Yonkey Cindy Smith Phone [phone]
774-7363 Email yonke1sl_at_cmich.edu
smith1cl_at_cmich.edu
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JPMorgan Chase will be upgrading our current PVS
Net system to MasterCards Smart Data Online
(SDOL) reporting software this summer. Users
will notice some changes to the look and feel of
the software but there will be no significant
difference in the functionality. 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.
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Go to the Smart Data OnLine website
http//sdol.jpmorganchase.com.
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.
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Once you get logged in, the SDOL Homepage will
appear.
Page Navigation- Back, Print, Reload, Search,
Home, Help and Log Out
User Menu
User and Cardholder statistics.
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.
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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
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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.
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.
2. Select View.
You can also enter additional search criteria.
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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.
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The credit card transactions will appear. To
view your account codes Click on the View
Account Codes icon or select Expand All.
OR
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• Enter an Expense Description.
• 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.
• Move onto the next transaction by clicking the
  View Account Codes icon, enter a description and
  select Edit Account Codes to make changes.
• 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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• 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.
• 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.

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If you have access to multiple credit cards, you
will need to select the individual you would like
to see. If you only have access to one credit
card, skip this step.
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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.
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When you are done working in SDOL, click on the
Log Out button located in the top right corner.
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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.

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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 on the
Controllers website. Be sure to read the
Frequently Asked Questions for additional
information.
Thanks!