MasterCard SDOL Overview

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MasterCard SDOL Overview
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Key Information to Remember

• Website address is http//sdol.jpmorganchase.com
• First time login requires
• Username is the full card number
• Password is test1234 (last 4 digits of card)
• Call Bill Byrd at 696-6324 for assistance

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Login Screen
Remember the User ID is Capital Letters
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Home Page in SDOL
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SDOL Menu
Menu for SDOL (From Left to Right) Back, print,
Refresh, Search, Home, and Help
Logout of SDOL
Sectional Tabs Use Financial to enter and change
Funds, Reports to print the Cost Detail
Allocation Report, and User to change your
Preferences.
The Gray bar is detail screens for each tab
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Transaction Details
Buttons for Transaction Detail, Split of a
Transaction, Assign accounting codes
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Assign Fund, Org and Account
Required information includes Description, Fund,
Org, Account, Receipt Attached
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Run Cost Allocation Detail Report
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Balance to Statement

• If the Cost Allocation Detail Report from SDOL
  balances to the Statement Report printed from
  SDOL then check all the transactions as
  reviewed and print a final copy of the report

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Review/Final

• To keep from having a lot of transactions at the
  end of the period, review transactions every week
• Should you have any problems with the MasterCard
  program please call
• Bill Byrd - 696-6324