CAMP IPPS August 21, 2018

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1 CAMP IPPS 2018 August 21, 2018

2 PAYMENT COMPASS: CHECKING PAYMENT STATUS Nikki Giaquinta Room number and time slot [Leave blank]

3 WELCOME CAMPERS A few things to remember West Ballroom Stop by the ballroom to ask us questions after the class! Meet Connexxus travel vendors in honor of the Connexxus 10 th anniversary Raffle prize options are located throughout the ballroom. Place your raffle ticket in the box next to the prize that catches your eye!

4 AGENDA Background Accessing Payment Compass Payment Status Demo Coming Soon! Ability to upload an invoice in Payment Compass

5 BACKGROUND Payment Compass is a new website, designed to improve how business is done at UC San Diego We spend over $1.5 Billion a year on non-payroll related purchases of goods and services Issue over 28,000 non-payroll payments Setup over 9,000 new payees in our system a year. ~ 270,000 payees total Payment Compass improves two key aspects of business Streamlined collection of registration information for new payees Visibility into the payment process

6 PAYMENT STATUS Before Payment Compass, payment status information could be difficult to find: Due to Single Sign-On constraints, external payees had no access to see payment status information. They would contact employees in the department they worked with, or IPPS for updates While UC San Diego employees usually access to see the status of payment transactions, it sometimes required checking multiple different applications for a single transaction.

7 HOW MANY INQUIRIES DID IPPS GET? Payment Status is the #1 inquiry made in ASK.ucsd.edu 15,000 inquiries in 2016

8 HOW DOES PAYMENT COMPASS HELP? Payment Compass consolidates payment status information from Marketplace, MyPayments, MyTravel, and MyEvents transactions and our financial system into a single location. You can track a transaction through the approval process at UC San Diego, and see when the last time it was updated. Once paid, key information about the payment is available You and your payee have access to the same information there s nothing you can see that they can t.

9 PAYMENT COMPASS FOR UCSD EMPLOYEES: UC San Diego employees and affiliates can log in via Single Sign-On to: View status and payment information for all any Marketplace, MyPayments, MyTravel or MyEvents documents or payments Invite existing payees to register and view their own payment status and information for all applications Invite new payees to register for Marketplace

10 PAYMENT COMPASS FOR PAYEES: Once invited, an external payee can: Create a username/password for Payment Compass (or login via trusted authentication providers) Register to do business with UC San Diego View payment status Invite co-workers View FAQ s Send inquires using links located throughout Payment Compass

11 INVITING A PAYEE PaymentCompass.ucsd.edu/sso

12

13

14 COMING SOON! Ability for you or your payee to upload an invoice directly to Payment Compass! Provide a copy of the invoice, and few key pieces of information, and you can route the invoice to IPPS electronically for entry into Marketplace.

15 THANKS! Stop by the Technology Program Management table in the ballroom to: Ask questions about Payment Compass Register to use the Amazon punchout in Marketplace Suggest improvements to IPPS applications like: Payment Compass Marketplace MyPayments MyTravel BUMT ASK and more! Sign up to participate in focus groups to give feedback as we make changes

16 Don t forget to stop by and visit us in the Price Center West Ballroom

17 HAVE OPEN Normal Tab: PaymentCompass-uat.ucsd.edu/sso Registration Form UAT??

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