Where can I get training?
Collector 101
Pre-recorded Collector 101
Why can’t I see any transactions?
Changing the Display Settings
How Do I Add and Manage Users for My Organization?
Creating a New Role
Creating a New User
How do I create Reports?
Online Help
Using Online Help:
Searching Online Help Suggestions
How do I escalate a case that I have opened?
Do you need assistance in understanding how to use the Xign Collector? Or are you a new user to the application and need some basic training?
JPMorgan Xign conducts weekly webinars to address the following issues:
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How do I find my PO?
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How do I invoice my customer?
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How do I track invoices I submitted?
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How can I see when I’m scheduled to be paid?
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How do I add/manage additional users?
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How do I manage email notifications?
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How do I accelerate my payments?
Each session includes time for Questions & Answers.
If this is of interest to you or others in your organization, we present a Xign Collector Overview webinar every Thursday. You do not need to pre-register. Simply join on the date scheduled and follow the instructions below.
Subject: Xign Collector Overview
When: Every Thursday @ 10:00 – 11:00 am (Pacific Time)
URL: https://www.livemeeting.com/cc/xign/join?id=4NFQ54&role=attend&pw=jR3%25CHrjm
**Please login early to avoid technical difficulties
Password: No password is required
Audio Information: Dial 888-742-8686 Access ID: 7067392
If you need an overview NOW, we do have a Collector 101 recorded webinar on our support site (Collector 101 seminar), listed under Supplier Seminars on Demand.
By default, the system displays purchase orders, invoices, and payments that have an issue date in the last 30 calendar days at the Orders, Invoices, and Payments tab.
To find transactions which are older than 30 days:
Log on at www.xign.net
1) Click Advanced Search at the top right corner of the window.;
2) Click the radio button next to the transaction you are looking for (Invoice#, Check#, PO#) If you have a lot of transactions, enter a from and to Issue Date or the Buyer name to target the transaction(s) you need;
3) Click OK.;
4) The most recent ten transactions will be listed; click the "All" link to show a listing of all of the transactions or click "More" to view the next ten on the list.
OR
If you know the transaction number (PO, Invoice, Payment)
1) Type the transaction number into the "Quick Search" box;
2) 2. Click "GO".
Changing the Display Settings
The default number of days to display can be changed by each user based on their preferences:
1) Logon to www.xign.net;
2) Select Preferences link (located on upper right hand side);
3) Select Display Preferences;
4) Update the information as desired;
5) Select OK.
This will immediately change the display for transactions.
In the Collector application, managing roles and users is an administrative task. It is important to understand that roles and users together define who has access, permissions, and functions within the Collector application.
On initial setup, an account will have only one initial role set up, usually called the SuperUser role. This role provides complete access to the Collector application.
When setting up users, you should begin by setting up the role first, so that you can then assign the users to a role. This is only required if an existing role has not been setup.
1) Log in at www.xign.net using your user name and password
2) Click the Admin tab
3) Click the "Create Role" button
4) Type in the Role Name and Role Description in the space provided.
5) Choose applicable Administrator Role types for the new role.
Note: If you do NOT want to assign any administrative rights to the new role, insure that all checkboxes within the Administrator Type are NOT checked.
1) User Management Authority: Administrators designated with this role can create and delete roles and users, and can maintain and update user information.
Individuals with this role can update their own user account with any permission.
2) Account Management Authority: Administrators designated with this role can enter new bank information to be approved by Xign.
3) Assign basic user permissions to the role by checking the VIEW RIGHTS AGAINST ACCOUNT checkbox.
NOTE: If this is not selected, a user will not be able to login.
4) Assign Bank Account Authorizations for the Role. Check the bank account(s) whose activity you wish this role to monitor or interact with. This role definition enables users to access transactions associated with the bank account. This role does not allow them to view the bank account information or add or update account information. If no bank accounts are selected for the Role, payments can not be viewed.
1) Log in at www.xign.net using your user name and password
2) Click the Admin tab
3) Click the Create User button
4) Complete all of the fields. Be sure to note the Username and Password so you can pass this on to the user.
5) Assign a Role by checking the box next to the appropriate role.
6) Click the OK to create the user.
7) Provide the new user with their login information. Remember that the username and password are case sensitive.
To create a Standard Report that can be viewed and exported as a CSV file that can be opened in a spreadsheet (such as Microsoft Excel):
1) Login at www.xign.net;
2) Click on the Reports tab;
3) Click on the "Standard Reports" link;
4) Select the type of report from the drop down menu;
5) Select a date range (maximum time is six months per report run);
6) Click the "Go" button located next to the Reports drop down;
7) Report will return up to 500 records on the display;
8) Scroll down, on the left-hand side of the screen, just under the data, click the "Export" button;
9) Select Open or Save. "Open" will open the data in the application that your computer has been set to use for CSV files. "Save" will allow you to save the data to a local computer; the file can then be opened in the application of your choice;
10) The export file will show all data for the time period chosen in the query, it will not be truncated at 500 records.
1) Log into the application.
2) Click the Help link at the top of each page.
3) Online help includes a table of contents, index, glossary, FAQs, search capability, and descriptions of each page and how to perform specific tasks.
4) Online help also includes a handy Getting Started Guide for new users.
- To search the online help, click the Search tab in the help window.
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Enter your keywords, and click Search.
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The search returns help topics that contain exact matches or variants for all of the keywords you entered. For example, if you enter "sign payment", the results will list help topics that contain all of those words, not necessarily in that order.
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Or, if you search for sign, search returns topics containing sign, signing, or signed. When you choose a topic, the paragraph that contains your keywords is displayed at the top of the screen.
If you are a Supplier (vendor) and you have already opened up a case that needs to be escalated, please contact JPMorgan Xign Product Support at (800)485-0671
If you are a Disburser (buyer) and you have already opened up a case that needs to be escalated, please request escalation via the Support Portal
Note: Please provide your Case number, your contact information and a description of the issues that you are experiencing
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