Business Admin User Guide_Company Use

Admin User Guide

Viewing Billing Account vs. Individual Account Information ................................................................................. 24 View Statements................................................................................................................................................... 24 Downloading the Statement List ........................................................................................................................ 25 View Transactions ................................................................................................................................................ 25 Searching Transactions ........................................................................................................................................ 26 Downloading the Transaction List...................................................................................................................... 27 View Transaction Details ...................................................................................................................................... 27 Viewing Declined Transactions ............................................................................................................................ 28 Viewing Declined Transactions from the Account Detail Page.......................................................................... 28 Downloading the Declined Transactions List ................................................................................................. 28 Viewing Declined Transactions from the Home Page ....................................................................................... 29 Disputing a Transaction ........................................................................................................................................ 29 Status of a Dispute Claim ..................................................................................................................................... 30 Viewing Authorizations .........................................................................................................................................30 View Authorizations from the Company Account List ........................................................................................31 Downloading the Authorization Details List....................................................................................................32 View Authorizations from the Account Detail Page ...........................................................................................32 Company Inbox.....................................................................................................................................................33 Sending Messages.............................................................................................................................................33 Replying to Messages........................................................................................................................................34 View Sent Messages..........................................................................................................................................35 Search for Messages .........................................................................................................................................36 Archive Company Messages .............................................................................................................................37 Viewing Archived Messages ..............................................................................................................................37 Company Reports.....................................................................................................................................................38 Transaction Reports...........................................................................................................................................38 Downloading the Transactions Report ...........................................................................................................39 View Credit Lines ...............................................................................................................................................40 Downloading View Credit Lines .....................................................................................................................41 Online Service Requests ..........................................................................................................................................42 Accessing Online Service Requests.....................................................................................................................43 Search for an Account from the Online Service Request Screen ........................................................................44 Tracking Online Service Requests .......................................................................................................................44 Completing Online Service Requests...................................................................................................................45 Add Cash Access .................................................................................................................................................45 Add New Cardholder Request..............................................................................................................................46 Add or Remove PIN Request ............................................................................................................................... 47 Add PIN Request ............................................................................................................................................... 47 Remove PIN Request ........................................................................................................................................ 48 Address and Phone Change ................................................................................................................................ 48 Card Activation Request ....................................................................................................................................... 49 Change Cardholder Authorization Block .............................................................................................................. 50 Change Credit Limit .............................................................................................................................................. 51 Change Credit Limit Restrictions ................................................................................................................... 52 Current Temporary Credit Limit Option.......................................................................................................... 52 Close Account Request ........................................................................................................................................ 53 Order New PIN ..................................................................................................................................................... 54 Card Replacement Request ................................................................................................................................. 55 View Full Account Number ................................................................................................................................... 56 Emulating a Cardholder...................................................... ................................................................................. 24 View Cardholder Hierarchy................................................................................................................................... 23 View Cardholder Online Request Activity............................................................................................................. 23

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