Instructions for printing the Monthly EXPENSE REPORT
Instructions for printing the Monthly EXPENSE REPORT Scheduling an Expense Report Scheduling or generating a report involves selecting the required report and scheduling it. Log onto the JPMorgan Chase website. https://smartdata.jpmorgan.com Procedure 1. Select Account Activity> Schedule Report. The Schedule Report: Choose Report screen displays. 2. Select the Expense Report 3. The Schedule Report: Cost Allocation Scheme screen displays. 4. By default Univ of the Virgin Islands is set. DO NOT CHANGE IT. Click Next 5. The Schedule Report: Filter screen appears. 6. Do not choose any filters. Click Next. 7. The Schedule Report: Options screen appears. The default options will provide the necessary information. If you have ‘Split Transactions’ when allocating your charges, you must check this box. Insure that your email address is correct. Click Next 8. The Schedule Report: Frequency screen appears. This screen allows you to run a report by reporting cycle (April 2014 for example). Click Save. Results 9. …
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Instructions for printing the Monthly EXPENSE REPORT Scheduling an Expense Report Scheduling or generating a report involves selecting the required report and scheduling it. Log onto the JPMorgan Chase website. https://smartdata.jpmorgan.com Procedure 1. Select Account Activity> Schedule Report. The Schedule Report: Choose Report screen displays. 2. Select the Expense Report 3. The Schedule Report: Cost Allocation Scheme screen displays. 4. By default Univ of the Virgin Islands is set. DO NOT CHANGE IT. Click Next 5. The Schedule Report: Filter screen appears. 6. Do not choose any filters. Click Next. 7. The Schedule Report: Options screen appears. The default options will provide the necessary information. If you have ‘Split Transactions’ when allocating your charges, you must check this box. Insure that your email address is correct. Click Next 8. The Schedule Report: Frequency screen appears. This screen allows you to run a report by reporting cycle (April 2014 for example). Click Save. Results 9. You will receive an email indicating the report is finished and posted to the home page. Check your Inbox-Completed Reports section of the home page. 10. Download and print the report. Revised March 2105