JPMorganChase MasterCard Smart Data OnLine SDOL

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JPMorganChaseMasterCardSmart Data OnLine (SDOL)
P-Cardholder Guide
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Contents

• Page
• Smart Data OnLine (SDOL) 3
• Steps to Run Your Monthly P-Card Statement 4
• Logging into SDOL 5
• Creating a New Password 6
• Setting Security Questions 7
• Updating Security Questions 8
• Changing Your User ID 9
• Forgot Your Password? What to Do. 10
• Home Page (Main Menu) 11
• Navigating in SDOL 12
• Tabs 13
• Account Details Tab 14
• Financial Tab 15-16
• Reports Tab 17-18
• User Tab 19
• When Do I Start Using SDOL? 20

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Smart Data OnLine (SDOL)
Smart Data OnLine (SDOL) is the new
MasterCard/JPMorganChase web-based reporting
system that cardholders will use to complete
monthly P-Card statements. It replaces the
previous system, Procard PVSNet. Each month,
cardholders will use this new tool to produce
their monthly billing statement. Statements will
no longer be emailed to cardholders. You must log
in to the system to retrieve your monthly expense
statement so the charges can be reconciled and
submitted to accounting. You will receive an
email letting you know the statement is ready to
be reviewed. Once logged in the statement can be
found in your account inbox.
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Steps to Run Your Monthly P-Card Statement

• Log in to SDOL (http//sdol.jpmorganchase.com)
• Click on Reports tab at top
• Click on Run Reports
• Click on Expense Report under Report Selection
• Click Print Version under Report Format
• Click on the Billing Cycle circle and select
  which cycle you want from the drop-down box and
  click Run
• Print the statement
• Attach the receipts
• Obtain necessary approval signatures
• Send in to Accounting

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Logging into SDOL

• Launch your browser (e.g., Internet Explorer)
• Enter http//sdol.jpmorganchase.com

• User ID The first time you log in, use your
  16-digit card number
• Password The first time you log in, use
  SDOL2007 plus the last 4 digits of your card
  number (i.e., SDOL20072484)
• Click Sign In

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Creating a New Password

• Youll be prompted to change your User ID and
  Password and enter your email address.
• User ID may be a maximum of 20 alphanumeric
  characters, no spaces, or special characters.
  One underscore is allowed.
• The new password will be case sensitive, needs to
  be 8-20 characters in length, and must contain a
  combination of alpha and at least two numeric
  characters (no special characters).
• You will also be prompted to select personal
  security questions that will be used during
  future logins to help verify your identity.
• All three questions need to have an answer that
  is at least 4 characters long, and they are also
  case sensitive.
• Enter your email address. This will allow you to
  use the SDOL password reset option, should you
  forget your password in the future.

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Setting Security Questions

• Enter your User ID and Password. The Login
  Challenge Question Entry screen displays

• Select a Question from each drop-down and enter
  an Answer for each question. Answers are
  case-sensitive and must
• Be a minimum of 4 characters
• Contain at least two different characters (i.e.,
  aaaa or 1111 will not work)
• Be unique the same answer cannot be used for
  multiple questions
• Click Apply to save the answers

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Updating Security Questions

• From the User tab, select User Maintenance
• In the Challenge Question section, select
  Maintain Questions
• Make changes by selecting a new question from the
  drop-down list or by entering a new answer for a
  question
• Click Apply to save your changes

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Changing your User ID

• The first time you log in to SDOL, you will be
  prompted to change your user ID from your card
  number to a unique ID. You are required to do
  this only upon your first login. Once your user
  ID is established, you will not be prompted to
  change it again.

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Forgot your Password? What to Do.

• To reset your password, you should have already
  set up your security question and answer in your
  user profile. When you use the Forgot Password
  option, you are prompted to answer your security
  question. If you answer the question correctly,
  you will receive a temporary password by email.

• To Receive a temporary password
• If you cannot remember your password, enter your
  user ID and any text in the Password field (put
  any word in there). You must enter something in
  the Password field or the application will not
  allow you to go any further.
• Once you have entered something in the password
  field, an error page will display. From this
  page, click Forgot Password. The Password
  Reset screen displays.

• Enter the Password Reset Answer that you set up
  in your user profile (User Maintenance).
• Click Reset Password. You will receive a
  temporary password via email. This is a one-time
  password, which allows you to log in and enter a
  new password.

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Home Page (Main Menu)

• The Home Page is your starting place once you
  have successfully logged in to SDOL.
• Summary Information Offers information in a
  dashboard format, based on each users role and
  authority settings.
• News Offers site updates and messages from the
  company, issuer, or administrator.
• Inbox Contains your scheduled reports and
  export files.
• Links Provides access to additional resources,
  information, and tools.
• User Documents Displays link to an the Account
  Holder Guide (in-depth instruction guide for the
  cardholder)

Any time you need more help/information on how to
do something in SDOL, you can refer to this guide.
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Navigating in SDOL
Navigation tools display on every page to help
you navigate in SDOL.

• Back Takes you back to the screen you were on
  previously.
• Print Prints the page you are on currently.
• Reload Reloads (refreshes) the page. If you
  have entered information on the page but have not
  clicked Apply to save your changes, clicking
  the Reload icon will reset the fields.
• Search Enables you to search by user or company
  information based on your assigned reporting
  entity. This option is not available to account
  users.
• Home Returns you to the Home Page.
• Help Displays online help.
• Log out Ends your online session.

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Tabs

• Account Details Access your account information
• Financial Access your transaction details
• Reports Run reports or export transaction data
• User Access your user profile to change your
  password or specify how dates and currencies are
  formatted when you are logged into SDOL.

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Account Details Tab

• The Account Details tab takes you to the
  Account Maintenance screen

Additional information provides the details of
the account. You can enter notes or comments in
the text box at the bottom of the section. This
text will not display anywhere else in the
application
Transaction Limits displays the limits set for
your account such as Single Transaction Amount
and monthly (cycle) amounts.
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Financial Tab
The Financial tab and Account Summary allows
you to view your transactions after you identify
the date of the transactions you want to view and
optional filters if any.

• After selecting Account Summary, select either
  the Billing Cycle or Date Range you want to view.
• The Date Range cannot exceed more than six
  months, although that range can fall at any place
  within the companys data retention period (2
  yrs).
• To narrow your search, you can use one or any
  combination of the Optional Filters.
• Transaction Amount shows transactions within a
  specific amount range.
• Merchant Name shows transactions by merchant
  name.
• Click on View and the search results will
  display.

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Financial Tab
This screen will appear after you click on
View. Type in the description of your purchase.
Click Apply to save. Select Expand All to
change the Account Codes for your purchases.
Select Edit Account Codes and change your
default Account Code to the correct one for your
purchase. Click Apply to save your changes.
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Reports Tab
The Reports tab is used to run reports and your
monthly statement once completed with the
necessary information. You can run a report in
real-time or use the report scheduler to schedule
reports on a one-time, monthly, or weekly basis.

• To Run a Report
• From the Reports Tab, select Run Reports
• Under Report Selection, select the report you
  want to run. (Use the Expense Report for your
  monthly statements you turn in to Accounting.)
• Under Report Format, indicate how the report will
  display Screen Version (HTML) displays the
  report online in your browser window. Print
  Version (PDF) displays the report in Adobe format
  for printing.
• Select a Date Criteria option to define the range
  of transactions you want to include in the report
• The Report Filter defaults to All however,
  some groups use the cardholder and supervisor
  reviewed options and may want to select a
  different option for the report.
• Click Run. The report will display in the format
  you selected.

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Reports Tab
Use the Schedule Report option to create larger
reports (more than 1,000 records) or to create a
report on a weekly or monthly basis. For
example, if you need to submit an Expense Report
every month, you can set up the report scheduler
to automatically generate the report on the same
day each month. The report is created in PDF and
placed in your Inbox on the Home Page.
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User Tab
To access your user information, make changes,
and reset your Password, click the User tab.
User Name Identifies you as a user in the
application. Job Title Specifies your job title
or job responsibility. This is for informational
purposes only this information does not display
anywhere else in the application.
   
Be sure to fill in your email address
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When do I start using SDOL?

• Start using SDOL beginning in February (Billing
  Cycle Jan 5 Feb 4, 2008)
• You can go into SDOL now and become familiar with
  it your transactions are currently in both
  PVSNet and SDOL