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Cardholder Training 5/3 SDG2 process

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19 diapositives · 578 Views · Mar 14, 2014

Cardholder Training 5/3 SDG2 process. INTRODUCTION: 5/3 SDG2 Website. Fifth Third Bank has made available to all Northern Kentucky University cardholders the advanced management tool called “Smart Data Generation 2” (SDG2).

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  1. Cardholder Training 5/3 SDG2 process

  2. INTRODUCTION:5/3 SDG2 Website • Fifth Third Bank has made available to all Northern Kentucky University cardholders the advanced management tool called “Smart Data Generation 2” (SDG2). • Cardholders will use the 5/3 SDG2 website to reconcile their MasterCards (i.e., PCARDS). • Cardholders will split code, view and reconcile each transaction by choosing the correct “cost center, internal order, grant and G/L” from the drop down boxes.

  3. OVERVIEW:Features in SDG2 • Fresh look and easy navigation • View transactions from home page • Email notification for run reports • Reports execute fast • Add receipts to each transaction • Email your manager from transaction summary screen

  4. THE LOGIN PROCESS • For Fifth-Third SDG2, the login page URL is: • https://sdg2.53.com Home screen will look like:

  5. THE LOGIN PROCESS:USER ID & Password SDG2 LOGIN: https://sdg2.53.com/sdng/login/login.do • How will I login? • Cardholders logging in for • the first time will enter their • temporary User ID & Password: • USER ID: 16 digit MasterCard Number • PASSWORD: norse2012_ _ _ _ (the last four digits of your MasterCard number) • Once you login to the 5/3 SDG2 system, you will be prompted to change your Password. • What happens if I forget my password or I have been locked out of the system? • Call the PCARD Administrator at (859) 572-5171 • The system will generate a new password that will be sent directly to your e-mail address.

  6. SDG2 HOME PAGE • What will I see on the Home page? • You will see the five (5) most recent transactions and supplier name on the • Home Page. • Run your mouse over the Account Activity menu to see all options available to you from Home Page

  7. SDG2 SELECTING DATE RANGE • How will I be able to review my transactions? • From the home page, • select Transaction Summary from the Account Activity menu or select • Total Transactions. • Either selection will take you to the Transaction Summary Screen and you will be able to select a Reporting Cycle date range.

  8. SDG2 SELECT REPORTING CYCLE • How will I select my monthly billing cycle? • Select Reporting Cycle • from drop down box • (Billing Cycle) and • click • When reconciling monthly transactions, Reporting Cycle must be used. • Date Type may only be used for general or specific transaction searching.

  9. SDG2 SELECT REPORTING CYCLE • Reconcile monthly transactions from the Transaction Summaryscreen. • Chose the correct cost center, grant, internal orderand G/L code from the drop down boxes • Put in a brief description in the • Expense Descriptionclick How will I reconcile my monthly transactions?

  10. SDG2 ADDITIONAL INFORMATION • Cardholders can addreceiptsto each transaction by running the mouse over the icon under the Additional Informationcolumn • Receipts may be uploaded as either • a PDF, or in JPEG format

  11. SDG2 MANDATORY MONTHLY SCHEDULED REPORT: • A Mandatory Monthly Transaction report must be run by all cardholders from 5/3 SDG2 system. • Report Name: Accounting Code Detail • The report must be signed monthly by the cardholder and reviewed by their manager monthly or quarterly . • Keep the report with your monthly reconciliation. • Failure to adhere to this reporting requirement will result in an incident and possible PCARD suspension.

  12. SDG2 MANDATORY MONTHLY SCHEDULED REPORT: Select • How can I schedule monthly reports? • A MANDATORY monthly transaction report must be run. • To Schedule Reports: • Step 1: • Select Schedule Reportfrom the Account Activity drop down menu. • If you are a level Manager, you will select Schedule Reportfrom the Reports menu.

  13. SDG2 MANDATORY MONTHLY SCHEDULE REPORT: Choose Report • Step 2: • From the Schedule Report: Choose Report menu, select Accounting Code Detail.

  14. SDG2 MANDATORY MONTHLY SCHEDULE REPORT: Options • Step 3: • From the Schedule Report: Options menu, select the desired report options from the drop-down menus, add a description, and make sure your email addresses is entered in the Notify Me At field. • Then click

  15. SDG2 MANDATORY MONTHLY SCHEDULE REPORT: Options, cont. • Step 3, cont.: • Choose Scheme: Northern Kentucky Univ (Active) from the options listed • Then click

  16. SDG2 MANDATORY MONTHLY SCHEDULE REPORT: Options, cont. • Step 3, cont.: • No filters needed • Click

  17. SDG2 MANDATORY MONTHLY SCHEDULE REPORT: Frequency • Step 4: • Choose Reporting Cycle from the Schedule Report: Frequency menu. • Then click to continue. • Email notification will be sent when report is complete.

  18. This is an example of what your final Schedule Report will look like.

  19. If you have remaining questions or concerns about the Fifth-Third SDG2 PCARD process outlined in this PowerPoint, please contact Holly Vasquez, the PCARD Administrator, by phone at (859) 572-5171 or by email at vasquezh1@nku.edu. • Additional information regarding the PCARD Policies and Procedures is available on the Procurement Services website (http://procurement.nku.edu).