Business Admin User Guide_Company Use

Admin User Guide

The below table describes the elements of the Set Company Alerts page:

Element

Description

Company Available Balance is < $X defined on the alert.

Available Balance Drops Below $X

Company Credit Limit – Current Balance is < or = $X (specified by the user in the alert setup) Company Current Balance is > $X (specified by the user in the alert setup) Company’s Current Balance is < $X (specified by the user in the alert setup)

Current Balance Owed Drops Below $X

Current Balance Owed Exceeds $X

Current Balance Owed is Within $X of Credit Limit

Percentage of credit limit has been met or exceeded

Percentage of Credit Limit

Address Verification

Company Cash Balance > or = Company Cash Limit Note: This alert is only applicable if the Company Cash Limit > $0, and the option does not display if it is not > $0.

Cash Limit Reached or Exceeded

Company Balance > or = Company Credit Limit An alert is sent when a transaction has been declined An alert is sent when a new cardholder has been added

Credit Limit Reached or Exceeded

Declined Transaction

New Cardholder Added to Company

Company Past Due Amount >$0 Note: This alert is produced when the criteria is first eligible and each time a new statement drop date occurs if the company is still past due at that time.

Past Due

Alert is sent when a new statement is available

Statement Available Alert

Alert is sent when a transaction occurs

Transaction Occurs

Alert is sent when a transaction occurs outside of a certain country (specified by the user in the alert setup) Alert is sent when a transaction occurs outside of a certain state (specified by the user in the alert setup)

A transaction has occurred outside of the country A transaction has occurred outside of the state

Search for admins using the Enter/Select admin box

Send Copy to additional admin

This alert is produced only once, on the date selected by the Admin.

Company Personal Reminder

Note: Alerts that notify the Admin about current balance, credit limit, cash limit, and available balance are produced only when the company first qualifies for the Alert. When the condition is met and no longer qualifies for the specific variables set in the Alert, the alert is reset. Once the Alert is reset, the company is eligible for the alert again. If Additional Administrators are copied on the alert, the alert is always sent to the primary email address for those users.

Modify Existing Alerts The Alerts and selected criteria can be modified by using the action icons on the My Alerts page. To modify an alert, perform the following steps: 1. From the Company Alerts page, select My Alerts and then click the Modify icon.

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