Bharat Operating System Solutions
Transcript of Bharat Operating System Solutions
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CitiDirect Global Card Management System
(GCMS)
Online Account Allocation
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Login to GCMS
https://www.globalmanagement.citidirect.com/sdng/login/login.do
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Financial Tab > Click Account Summary
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Click Group Name Quick Link
**Group Name will not be SSGS for you – it should be your Dept**
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Select the Reporting Cycle; then Click Search
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Click Account Number
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Click Account Detail icon
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Fill in Expense Description, Dept/Sub-Dept, Accounting Code & Object Code
***All other fields are optional***
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Check the Reviewed check box; then click Save
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CitiDirect GCMS
Splitting a Transaction
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About Splitting Transactions
• A transaction can be split into parts so that each part can be cost allocated to a different accounting or expenditure codes.
• Each split has its own accounting details, which may include purchase details, expense descriptions, and accounting codes. All splits in a transaction must add up to the totals for the transaction.
• To split a transaction or to modify a transaction that has already been split, click the Split Transaction icon ( ) found in the Detail column located on the left side of the Transaction Summary screen. NOTE A transaction can be split into a maximum of 250 parts.
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Click Split Transaction icon
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Enter # of Splits; Click Add
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Enter Descriptions & Click Save
Click Account Detail icon
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Fill in Dept/Sub-Dept, Accounting Code & Object Code for each split
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Check the Reviewed check box; then click Save
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Unsplitting a Transaction
These steps explain how to unsplit a transaction.
Procedure
1. In the Transaction Summary screen, click the Split Transaction icon ( ). The Split Transaction screen appears.
2. Click Unsplit. The split details are deleted, and the Split Transaction screen appears.