Business Admin User Guide_Company Use

Admin User Guide

The table below describes the filter elements for Tracking Online Requests :

Element

Description

Select the approval status from the drop-down list: All, Approved, AutoApproved, Submitted Select the online request type from the drop-down list. The online requests that you have access to will appear in the drop-down. Select a date option from the drop-down list: All, Equal to, Between, After, Before. Once you select an option, another field(s) will appear to enter the date(s).

Select Approval Status

Select Online Request Type

Select Date Range

Completing Online Service Requests IMPORTANT! ➔ If your card program has multiple hierarchy levels defined, be sure to validate the hierarchy level you have selected to ensure that account is available to be selected. ➔ Some online requests and drop-down options only display to a user if the financial institution has set the permissions to include them. ➔ The Add More button on the online request page will allow you to add additional cardholders to that request if the financial institution has enabled that option. Add Cash Access The Add Cash Access Service Request allows the company to request access to a percentage of an individual cardholder's credit limit for use as a cash advance. To complete the Add Cash Access online request, perform the following steps: 1. From the Online Requests screen, select Add Cash Access .

2. The Add Cash Access screen is displayed. Enter the cardholder’s name. One you enter the cardholder’s name, the Submit button will appear.

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