Display filters You can filter the display of your Home Page by: Account allows you to view transactions for only the selected the account; – Statement Period allows you to select different statement cycles and dates (defaults – to the current statement cycle); and Show all checkbox this will display all transactions (posted, awaiting approval etc.) for – the selected date (by default only transactions required to be verified are on display). Transactions list The transactions list can be sorted by Date, Merchant or Amount. Next to each transaction you will see three action icons: Search – click for more information on the transaction; Fast verify transaction click to verify the transaction (see section 5); and – Dispute transaction click to dispute a transaction (see section 8). – Bulk update Bulk update can be used to process multiple transactions at one time, providing that the coding is the same for each one. New Actions Create Expense Claim is used for claiming reimbursement of your out of pocket business expenses (this is currently not used and will be rolled out in phase 2). Attach receipts is a quick link to the Attach Receipts screen. Transaction Count Transaction Count will advise you the number of transactions under each different status within the system at any time. Clicking on the links will take you to a full list of these transactions. Outstanding Outstanding Tasks lists and links to the accountholder’s outstanding tasks. For supervisors this will include transactions awaiting approval.
Display filters You can filter the display of your Home Page by: Account – allows you to view transactions for only the selected the account; Statement Period – allows you to select different statement cycles and dates (defaults to the current statement cycle); and Show all checkbox – this will display all transactions (posted, awaiting approval etc.) for the selected date (by default only transactions required to be verified are on display). Transactions list The transactions list can be sorted by Date, Merchant or Amount. Next to each transaction you will see three action icons: Search – click for more information on the transaction; Fast verify transaction – click to verify the transaction (see section 5); and Dispute transaction – click to dispute a transaction (see section 8). Bulk update Bulk update can be used to process multiple transactions at one time, providing that the coding is the same for each one. New Actions Create Expense Claim is used for claiming reimbursement of your out of pocket business expenses (this is currently not used and will be rolled out in phase 2). Attach receipts is a quick link to the Attach Receipts screen. Transaction Count Transaction Count will advise you the number of transactions under each different status within the system at any time. Clicking on the links will take you to a full list of these transactions. Outstanding Outstanding Tasks lists and links to the accountholder’s outstanding tasks. For supervisors this will include transactions awaiting approval.
10089818_1.docx