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On Demand Video Training

How do you make the most out of the recent changes to T&E policies? How do you ensure that you are up to speed on the new Corporate Card? Our pre-recorded training  videos make it easy for you to learn at your own pace at your own desk.

TOPIC

VIDEO

DESCRIPTION

WHO SHOULD WATCH?

Corporate Card

How to Apply for an Emory Corporate Card

Run time: 9m 15s

This video will walk through the application process for the new Visa corporate card. Along the way, you will collect all of the information you need to be able to begin the application.

Anyone who plans to apply for a corporate card for themselves, or on behalf of someone else

Corporate Card and PaymentNet

Cardholders: Finding and Locating Transactions

Run time: 8m 49s

This video will familiarize you with the transactions view in PaymentNet and will show cardholders how to view and locate transactions and transaction detail

Corporate Cardholders

Corporate Card and PaymentNet

Setting Up Default Queries in PaymentNet

Run time: 5m 25s

This video will show proxies how to customize what they see in PaymentNet. Every proxy needs to watch this video so that they can set up their default view of transactions for cardholders.

Proxies who support corporate cardholders and want to be able to check their transactions and statements

Corporate Card and PaymentNet

Cardholders ONLY: Accessing Your Monthly Corporate Card Statement

Run time: 2m 11s

This video will show corporate cardholders how to access their monthly card statements.

Corporate Cardholders

Corporate Card and PaymentNet

Accessing Someone Else’s Statement

Run time: 8m 5s

This video is for proxies and unit finance managers who want to set up a monthly report of card statements for the cardholders who they manage.

Unit Finance Managers

Proxies who manage corporate cardholders and want to be able to check statements

Corporate Card and PaymentNet

Running an Account Delinquency Report

Run time: 5m 6s

This video will show unit finance managers and proxies how to set up a monthly account delinquency report to run automatically. This will allow you to review delinquencies and avoid a card being suspended.

Unit Finance Managers

Proxies who manage corporate cardholders and want to be able to check delinquencies

Compass Expense Reports

Compass Travel & Expense Enhancement Overview 

Run time: 9m 15s

This video gives you a full tour of the Compass T&E enhancements which were added to the system on 1/24/13.

Expense Report Submitters

Compass Expense Reports

Simplified Entry Screen 

Run time: 30s

This video shows you the simplified entry screen for Expense Reporting.

Expense Report Submitters

Compass Expense Reports

 

MyWallet Notifications 

Run time: 34s

 

This video shows you the new notifications that cardholders will receive when items are in “My Wallet.”

Corporate Cardholders

Expense Report Submitters

Compass Expense Reports

Updating Expense Type

Run time: 1m 14s

This video shows you how to update your expense type in the Expense Report.

Expense Report Submitters

Compass Expense Reports

Multiple Wallet Review

Run time: 2m 5s

This video shows proxies how to view and manage the “Wallets” of multiple cardholders.

Expense Report Submitters

Compass Expense Reports

Multiple Cards, One Expense Report

Run time: 33s

This video shows how more than one card can be used on an Expense Report.

Expense Report Submitters

Compass Expense Reports

Display of all Emory Credit Cards

Run time: 34s

This video shows how a proxy can view all of the cards that an employee holds.

Expense Report Submitters

Compass Expense Reports

Approvers: Enhanced View

Run time: 1m 4s

This video shows Approvers an enhanced Accounting Summary view.

Approvers

Expense Report Submitters

My Wallet / Corporate Card Tutorial

My Wallet Corporate Card Tutorial

Run time: 5m

This video will walk you through the process of submitting charges using My Wallet and Corporate Card functionality. If you are using a Corporate Card for the first time, this is an important video that will ensure you are clearing out your charges appropriately.  Anyone submitting Expense Reports with a Corporate Card for the first time