Transactions Details

The Transaction Details section allows for review and modification of individual transaction information.

Accessing Transaction Information:

• Locate the desired transaction in the statement view.
• Click the "Edit" button in the rightmost column.
• The system displays the detailed transaction page.

Displays JP Morgan-provided information:

• Reference number.
• Transaction amount.
• Vendor details.

All J.P Morgan data remains read-only. Optional entries available:

• OGS Commodity Code.
• Statewide Contract number.

Funding Information Management:

• Access funding details in the Funding Information section.
• Select "Edit Funding" to modify transaction details.
• Modification options include:
  • Account Number.
  • SUNY Sub Object Code.
  • Fiscal Year.

Complete Process:

• Select "Save Transaction" after making the necessary modifications.