MasterCard SDG2 Comprehensive User Guide - Anderson University

2. Here you will finda. Your account nameb. Your account number with the first eight digits maskedc. Your credit limitd. Your user IDe. Your primary department and account budget on filei. The primary budgte number is applied to every transaction charged to your card. If your expensereport is submitted after the 25 th of the month it is due, all of your expenses will automatically becharged your primary budget. Please keep this in mind.ii. These numbers can be updated any time; however, existing transactions will not automatically updatefor this change. After updating this field, any new transactions processed on your card will reflect thenew primary budget.C. My Profile1. To view information about your user and password information, click on the My Profile link (screenshot below)2. Here you cana. View your user IDb. Change your email addressc. Change your passwordd. Change your security question and answerD. Review expenses and make budget allocations1. From the Home Page, click on the Account Activity link and then select the Transaction Summary menu item in thedropdown menu (screenshot below)2. Search Criteria: Select dates for transactions to review (screenshot below)2

a. Selecting Reporting Cycle will provide a listing of all the reporting cycles (formerly billing cycles) that areavailable for reporting. Always use this option when completing an expense report for the Business Office.b. Selecting Date Range allows you to specify a specific date range of transactions to review. Do not use whencompleting an expense report for the Business Office.c. In the dropdown box, Posting Date represents the date the transaction was applied to your account. TransactionDate represents the date the charge was authorized. Always use Posting Date when completing an expensereport for the Business Office.d. Click the Search button3. Your screen will refresh and navigate to the Transaction Summary screen with transactions covering the reporting cycleyou specified in step F.2.a above (screenshot below)a. Enter the Expense Description (describing the business purpose), Department and Account for each transaction.These fields are required. (screenshot below)i. Click on the Expand All link to update expense descriptions and budget allocationsii. Enter budget allocations for each transaction by clicking on the “Edit Accounting Codes” button toopen up editable fieldsiii. If all of the budget allocations are the same for the transactions on this page then click on the “ApplyAccounting Codes to all editable transactions displayed on this page” checkbox, then click Save. Thiswill copy the same department and account you entered in the first transaction to all the remainingtransactions on the page you are on. If you have several pages of transactions, you will have toperform this step for each page.3

. Select Expense Report from the Schedule Report menuc. You will need Adobe Acrobat Reader 8.0 or higher in order to open the file. Acrobat Reader is available freeof charge from www.adobe.com.3. Your screen will refresh and navigate to Schedule Report: Select Cost Allocation Schemea. ‘Scheme: ANDERSON UNIVERSITY (ACTIVE)’ should be selected. Click the Next button4. Your screen will refresh and navigate to Schedule Report: Filtersa. Click the Next button5. Your screen will refresh and navigate to the Schedule Report Options (screenshot below)a. Date Type: Select Posting Dateb. Delivery Options: Select System & Email Inboxc. Report Format: Select Adobe PDFd. Number Format: Select XX,XXX.XXe. Date Format: Select MM/DD/YYYYf. Additional Options: Select the Include Splits checkboxg. Description: Enter a description of your choice, such as, Expense Reporth. Notify Me At: This option will not be available for inputi. Click on the Next button6

6. Your screen will refresh and navigate to the Schedule Report: Frequency (screenshot below)a. Select Reporting Cycleb. Select the Reporting Cycle in the dropdown box for the period the expense report is being completed for,such as, Ending Oct. 15, 2010c. Number of Cycles to Run: Select 1d. Schedule Offset: Select 0e. Click the Save button7. Your screen will refresh and navigate back to the Schedule Report: Choose Report screen8. Your report will be delivered to your Anderson University email inbox from sdg2@mastercard.com (screenshot below)a. Open the attachmentb. For your security, the attachment is password protected7

c. Enter your mastercard.anderson.edu/sdg2.53.com password (password used to login)d. Once the report is opened, you may save it to your computer (optional) (screenshot below)9. Print a copy and attach all receipts to the report10. Sign and date the report and submit it to your budget director(s) for approvala. Your expense report must be signed by the appropriate budget directors for which budget allocations weremade. If your report includes several budgets and varying budget directors, each budget director must sign yourreport prior to delivering your report to the Business Office.11. Once your expense report has been approved by your budget director(s), submit it to the Business Office by the 25 th ofthe month following the end of the reporting cycleShould you have questions or experience problems with your access to SDG2 for MasterCard, please contact:Randy CoppessWhitney JimenezOffice ManagerSenior Accountant(765) 641-4001 (765) 641-4128racoppess@anderson.eduwmjimenez@anderson.edu8