




How to code transactions in J.P. Morgan

How to code transactions
• Log in to J.P. Morgan
• Select Account Activity
• Select Transaction Summary

How to code transactions
• Select Reporting Cycle
• Select Month
• Click Search

How to code transactions
• In your search results select the arrow to expand the transaction

How to code transactions
• You will enter your item description, GL Account Number, Object Code, Project Grants (GRANT ONLY)
• Then upload your receipt(s) by clicking the Cloud icon (a close up of the cloud icon is on the next slide)
How to code transactions

• This is where you will upload your receipt(s)


