Business Admin User Guide_Company Use

Admin User Guide

Company Management

IMPORTANT! ➔ Depending on your security settings, you may or may not see all the options shown in this Guide.

View Account Credit Limits The Accounts page displays the credit limits for each account under that company. To view cardholder credit line information, perform the following steps: 1. From the Company Search Results page, click the Account List icon.

2. The Accounts page is displayed showing the Credit Limit for each account.

The below table shows the elements of the Accounts page:

Element

Description

Cardholder’s first and last name

Cardholder Details

The first four and the last six numbers of the account number. The icon next to the account number indicates if the account is locked or unlocked. Status of the account. The edit icon allows you to change the status from the Accounts page.

Account #

Status

Balance of the cardholder’s account

Balance

Cardholder’s credit limit. The edit icon allows you to change the credit limit from the Accounts page.

Credit Limit

Cardholder’s available credit.

Available Credit

Type of account for that cardholder.

Account Type

Cardholder’s user name.

User Name

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