Business Admin User Guide_Company Use

Admin User Guide

The table below describes the search elements available on the View Credit Lines page:

Element

Description

Type the first name of the cardholder to display the cardholder’s information. Type the last name of the cardholder to display the cardholder’s information. Select the status of the account(s) from the drop-down list: All / Blocked / Closed / Open Type the 16-digit account number or the last 4 digits to display the cardholder’s information.

First Name

Last Name

Account Status

Card Number

The below table describes the columns available in the View Credit Line section:

Element

Description

Displays the name of the level in the company hierarchy. Displays the current status of the account: Blocked / Closed / Open

Company Hierarchy

Current Account Status

Displays the type of account.

Account Type

Displays the masked 16-digit account number.

Card Number

Displays the cardholder’s name.

Cardholder Name

Displays the current permanent credit limit for the account(s).

Permanent Credit Limit

Displays the cash limit for an account(s). Displays the outstanding balance on account(s).

Cash Limit

Current Account Balance

Displays the non-expired temporary amount by which the credit limit was increased or decreased.

Active Temporary Credit Limit Active Temporary Credit Limit Increase Exp Date Active Temporary Credit Limit Requestor

Displays the expiration date of the active temporary credit limit.

Displays the User ID that requested the current temporary credit limit.

Displays the temporarily adjusted credit limit. Cardholders are assigned a permanent credit limit and can receive a temporary credit limit increase. The account’s permanent credit limit plus the amount of an active temporary credit limit increase = a temporary adjusted credit limit.

Temporary Adjusted Credit Limit

Last Temporary Increase Amount Last Temporary Increase Exp Date Last Temporary Increase Requestor Last Temporary Increase Maintain Date and Time Last Permanent Credit Limit Change Date Last Permanent Credit Limit Change Amount

Displays the amount of the last temporary increase.

Displays the expiration date of the last temporary increase amount.

Displays the User ID who requested the previous temporary credit limit increase.

Displays the date and time the last temporary credit increase was modified.

Displays the last date the permanent credit limit was changed.

Displays the change in the amount of the permanent credit limit.

Downloading View Credit Lines You can download the search results to the following formats and financial software programs: ➢ Excel/Spreadsheet (.csv) format ➢ Excel ➢ Text (tab spacing) format

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