LevelUp Finance - SelfServe Guide¶
Welcome to the Oasis SelfServe system¶
The following guide will assist you in logging into SelfServe to access your reports and invoice copies.
When you access the link to the SelfServe site, the following screen will be displayed:
https://portal.pfd.snb.com/?L=1805839
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Under “sign-on portal” select “Customer Portal”
For your convenience, your username and password will be your email address for the initial login. Once you login, you will be asked to change your password to something more secure.
Your Business Key is 1805839
Note: If you should forget your password at any time, please contact your Staffing Agency Representative.
After your successful login, the Dashboard will be displayed.
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Retrieve Customer Invoice¶
Upon logging in, the Retrieve Customer Invoice page will be displayed with instructions on how to view and download invoices.
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To retrieve or view specific invoices, click the Filter Invoice List button:
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To return to the invoice listing, click the Invoice button on the top menu bar.
AR Invoice Aging¶
The AR Invoice Aging Summary will give you the ability to manage your accounts receivable and obtain copies of any associated invoice. This report can be filtered by days open or display any credits applied. By clicking on the invoice number displayed on the report you will be able to view, print or download your invoice copies.
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Invoice Recap¶
The Invoice Recap will give you a complete listing of all employees including invoice date and skill with a break-down of all pay types. A date range can be used to run this report for any time period you wish.
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Settings¶
Under the Settings option, you have the ability to change your password, view your login history or change the range of dates that will appear on the Scheduler and when approving time.
Password¶
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Login History¶
For security purposes, the system will keep track of your login history, and the IP address used to access the system.
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