Transaction Review Procedures
•Go to PaymentNet
•From the PaymentNet Homepage, click on PaymentNet
•From the next screen, click on Create Query
•Three drop down boxes will appear and the following selections need to be made:
- Select Post Date
- Select is between
(a fourth drop down box will appear)
- Select the date from the beginning of the cycle you would like to review
- Select the date from the end of the cycle you would like to review
•Click on Process Query
To add notes:
•Click on transaction you need to add notes to.
•Add appropriate notes.
**You will not be able to check the reviewed box on transactions that have already been posted to the ledger.
•Click on Save
and repeat the previous steps for other transactions needing notes.