Spendvision User Guide

1
Spendvision User Guide

• Created
• November 2011

2
Welcome Screen
Click to enter statement
3
Account Statements
Click to enter statement period
Click to enter transaction and
begin coding
4
Wizard or Coding?

• International Travel
• Domestic Travel
• Meals or Entertainment
• All other coding

5
International Wizard
Simply split the expense into the appropriate
boxes. Hover on for help. When fully
allocated, click on comments to continue.
6
COMMENTS
CODING
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.
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Select CC/Project
Expand drop down
Click Search
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Searching
Type in the code if known OR
Click on Search to return ALL codes
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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
10
Domestic Wizard
Simply split the expense into the appropriate
boxes. Hover on for help. When fully
allocated, click on comments to continue.
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COMMENTS
CODING
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.
12
Meal Entertainment Wizard
Enter details and click Save. Details entered
here will be transferred to following screen and
also to GL.
Split the expense into the appropriate boxes.
Hover on for help. When fully allocated,
click on comments to continue.
13
Coding window appears with all expense codes and
GST codes prefilled. Select CC/Project code as
previously outlined. Save.
14
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

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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

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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
appropriate action.
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GST CODES/GUIDELINES
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CONTACTS LINKS

• Julie McConnell Administrator 8201 3549
• James Conlon Supervisor 8201 2058

• Purchase Card Policy https//www.flinders.edu.au/p
  pmanual/financial/purchasingcard.htm