Overview
The EvedPay Card is a pre-paid VISA card that allows productions to manage expenses easily. The integration between Eved and PSL+ provides flexibility in vendor setup. Eved’s robust vendor onboarding platform serves as a central hub for managing production vendors. The two systems can sync vendors seamlessly, allowing Eved to send vendors to PSL+. Additionally, EvedPay Card vendors are automatically designated as PCard vendors in PSL+ through Eved’s platform, streamlining the payment process.
Connect
To connect EvedPayCard with PSL+, please provide your Tenant ID to Eved. The Tenant ID is in Setup > Production Code Entry.
Please contact PSL+ Support at psl.support@castandcrew.com, provide the Show name and request to configure your PSL+ database for EvedPay Card.
Exporting Envelopes to PSL+
If using physical cards, we STRONGLY RECOMMEND that you make a copy of both the front and the back of each EvedPay Card before distributing them, so this information is readily available. Keep these copies in a secured location.
EvedPay Cardholder Vendor Setup (Optional)
Prior to exporting PCard envelopes into PSL+, Eved will send the PCard vendor from their system to PSL+ automatically. However, if it doesn't get sent from Eved, follow these steps to set up the EvedPay cardholder as a vendor in PSL+.
Step 1: From the PSL+ main menu bar, click Accounts Payable, then Vendor, then Vendor Entry.
Step 2: Complete the required fields.
Step 3:
- In the Vendor Information section input the last 6 digits of the EvedPay Visa card in the Card # field.
- In the Other Information section, select the box to the left of PCard.
- In the Defaults section input the PCard Advance Account for this Vendor/Cardholder.
This completes the PSL+ Vendor setup for your EvedPay Visa cardholder. Their PC Envelopes can now be exported to PSL+.
How to Sync Card Vendors into PSL+
Step 1: Log into Eved here: https://web.eved.com/#/login
Step 2: Click on the “Payments” tab and then “EvedPay Cards” subtab.
Step 3: Navigate to the card that you would like to add as a vendor to PSL+. Click on the 3 dots and select “PSL+ Settings”.
|
Note: PSL+ Settings are only visible if you are using PSL+ and have the Integration enabled. Adding a card to PSL+ can also be done when the card is created in Eved. |
Step 4: Enter the General Ledger (GL) code, add your PCard advance account number, and check the box “Sync Card Data with PSL+”.
Step 5: Click “Save” and this Card Holder will be automatically set up as a vendor in PSL+.
| Note: If the vendor is already in PSL+, you will need to enter the EvedPay Card number as displayed on the PCard for the envelope data to sync. To update the PCard number go to AP menu > Vendor > Vendor Entry and update field ‘Card #’. |
Step 6: You can view the cardholder in PSL+ by:
- navigating to the vendor entry screen
- entering the Vendor ID
- and clicking Search (magnifying glass)
Step 7: When cardholders are pushed into PSL+ they have the following naming convention:
- an EVED Prefix
- using initials
- last 4 digits of the card
Example: If you were Bob Dylan and the last four of your card were 3509, the VENDOR ID would be EVED00BD3509.
Step 8: After EvedPay Card transactions are reconciled and added to envelopes, those envelopes can be automatically pushed into PSL+.
How to Sync Envelopes into PSL+
|
Note: Drafts cannot be pushed to PSL+. To push an envelope, the PSL+ integration needs to be enabled, and the envelope needs to be approved. Please contact PSL+ Support at psl.support@castandcrew.com, provide the Show name and request to configure your PSL+ database for EvedPay Card. |
Step 1: To push an EvedPay card envelope into PSL+, navigate to the “Envelopes” table within the EvedPay Card module.
Step 2: Check the box next to the envelope(s) you would like to send into PSL+.
Step 3: Click the “Push to PSL+” button on the upper right corner of the Envelopes table.
The envelope(s) will automatically be available in PSL+!
Importing and Posting PCard Envelopes to PSL+
Step 1: Log in to PSL+.
Step 2: From the PSL+ main menu bar select Petty Cash then Advanced P-Card View/Report (pcardlp2).
| Note: If you do not see it, you may need to request this program from PSL+ Support as it may not be included with your user role and permissions. |
Step 3: In the Advanced P-Card View/Report screen click Start to view ALL envelopes exported from Eved.
To filter for one or more cards, right click in the Card Number. Choose the Card Number, then click Start.
Step 4: Select the envelope(s) to be exported to the PCard module by selecting the box on the same line of each envelope. When selecting an envelope, you will see the detail lines in the window found at the bottom of the page. You must populate reference description, batch, bank, comp and currency with data/defaults.
Choosing a default code for Series, Location and Set will automatically default blank fields that were not populated via Eved.
For the 'Include' option, you can filter which envelopes appear when you select start.
- New: Envelopes received from Eved that have not been imported yet
- Exported: Envelopes that have already been imported into the PC Entry module
- Both: Displays both new and exported envelopes
Step 5: After selecting the envelopes to be processed, click PC Export.
Step 6: The Reference number(s) window will appear. Click Ok. Make note of the reference numbers.
| Tip: Accounting best practices suggest an audit of the entries thus far. |
Step 7: From PSL+ main menu bar, click Petty Cash then PC Edit or PC Post.
Step 8: After reviewing your audit, if changes are required, select Petty Cash then PC Entry.
Step 9: If this is your first time using petty cash entry you may see this screen, otherwise skip to Step 10.
The SLS dialogue screen will pop up.
Fill in the following fields to proceed:
Click Ok after the required information is input.
Step 10: Enter the reference number that was created when you clicked “PC Export”. After the envelope has loaded make any necessary changes. Click the Update or Accept icons. Repeat Step 7 to verify.
Step 11: From PSL+ main menu bar select Petty Cash then PC Edit.
Step 12: Select your batch and choose Posting Register. Click Print or Preview to review.
Step 13: A pop-up will appear Has Register Printed Correctly? Click Yes to Post or No to cancel Posting.
If you clicked Yes, the below will display:
Congratulations! The envelopes are now posted to your PSL+ general ledger.