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PaymentNet First Time Setup

New Statements and Adding other Cardholders.

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Open Internet Explorer(Other Browsers Not Recommended)

Go to https://www5.paymentnet.com/Login.aspx

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Customer Login Information

• Organization ID: oklauco• User ID: Same as your UCO Computer Login– If UCO Login is less than 6-charcters, add Zeros to

end• Pass Phrase: ucopass1– You will be Prompted to Change Pass Phrase after

Initial Login

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Login Page

*Click Go or Hit the Enter Key

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PaymentNet Home Page

Please Read the Messages Box for Updates

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Initial Statement Setup• Hover Mouse Over Reports Tab• Click Create

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Find the Statement of Account Link & Click with Mouse

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Change the Statement Name

• You Must Rename to Save the Changes

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Setup Statement for One Cardholder

• Under the Criteria Section, Click the Plus (+) Sign Three Times to Create Three Lines

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Entering Criteria Information• On the First Line Under…– Field, Select Posting Date– Operation, Select Is Relative– Under Value Select Last Period & UCO Billing Cycle

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Entering Criteria Information (Cont.)• On the Second Line Under…– Field, Select Cardholder Last Name– Operation, Select Is Equal To– Value, Type Your Last Name– *Make Sure And is Selected

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Entering Criteria Information (Cont.)• On the Second Line Under…– Field, Select Cardholder First Name– Operation, Select Is Equal To– Value, Type Your First Name– *Make Sure And is Selected

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Schedule to Run Automatically• Under the Order By Section…– Check Mark Schedule To Run Automatically– Next to Frequency Select Cycle – Next to Cycle Select UCO Billing Cycle– *Make sure First day of current period is selected

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Click Save, Check to See if Save was Successful

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• Click Process Report– If you have Charges in the Previous Billing Cycle– Report Should Run Automatically Each Month

• You will Receive an Email from PaymentNet when your Statement is ready

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Available Downloads Page• After you have selected Process Report, you will be Taken to

the Downloads Page• Your Statement Will not be Available Immediately• Wait 5 Minutes then Select the Refresh Button

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View/Print your Statement

• Click your Statement to Open• This will be a PDF Document

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• You will Only Need set your Criteria Information Once.

• You Should Receive a Monthly email around the 6th of the Month Stating your Statement is Ready.– If you make changes to the org or account number

after you receive the email, you will need to save changes, create form, and process report to view changes on statement.

• The ProCard cycle Starts on the 6th of the Month and Ends on the 5th of the Next Month.

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Processing Statements for Multiple Cardholders

• The Following Slides will Show you how to setup Statements to Process for more than One Person.

• Only People who have been given Access to other Cardholders Statements will be able to Process someone else's Statement.

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• Under the Reports Tab Select Create • Open your Statement• Add 3 Lines Under Criteria for Each Person’s

Statement you want Processed

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Change And to Or• Change And to Or on Every 4th Line– You will Change And to Or After the Previous

Person’s Name

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Complete All Other’s Information as You Completed your Own

• Save the New Information you have Added• These Other Statements will be Included in your PDF

ContactsPaymentNet & ComplianceCindy Guthrie Ext 2497 cguthrie@uco.edu

Michelle FreemanExt. 2337mfreeman15@uco.edu

Hannah YeapExt. 2486

procardreview@uco.edu

Statements & CodingRebecca NewkirkExt. 2598rnewkirk@uco.edu orprocard@uco.edu