Business Admin User Guide_Company Use

Admin User Guide

The table below describes the icons available on the Statement Information page:

Icon

Description View statement images

Downloading the Statement List You can download the search results to the following formats and financial software programs:

Excel/Spreadsheet (.csv) format

➢

Excel

➢

➢ Text (tab spacing) format To download the list, perform the following steps: 1. Click the D ownload icon in the Statement Details section.

2. Click on the format option that you want and save the file to a specified location on your computer.

View Transactions The Transaction Details page displays the cardholder transactions for a selected company or company sublevel. Transactions for the last 45 days are listed for both billing and individual accounts. Transaction details can be viewed by searching for a cardholder in Company Management or by searching for a company and selecting a cardholder from the Account List . To search and view transactions, perform the following steps: 1. From the Account Detail page, click the More button in the Account Balance Information section to see all the account balance details.

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© 2018 Fidelity National Information Services, Inc and its subsidiaries. All rights reserved worldwide. This document is protected as a trade secret and under the copyright laws as the property of Fidelity National Information Services, Inc. Copying, reproduction, or distribution to third parties is strictly prohibited. Admin User Guide v1