Online Card Management Application Quick Reference Guide
Working with Online Statements
Managing Online Statements
The organization administrator can view online account summary, transaction, and statement information for
corporate and individual bill accounts.
Selecting accounts to view
As an administrator, you may be able view other users’ accounts and statements. Your security settings
determine whose accounts you are able to view. If you have this access, you can find accounts to view using
the hierarchy, or you can search for individual accounts.
To search for accounts
1. From the menu, select Statements>View Account Summary. The Account Summary page appears.
2. Click Change Account Holders. The Change Account Holders page appears.
3. Select the option Search for account holders or Select account holders using hierarchy.
a. To search for account holders, from the Search Criteria list, select "Name on account" or
"Account number". In the Search value field, specify a complete or partial value to search for.
Enter a wildcard (*) to search using partial values. Click Search. Account holder names appear
in the Account Holders box.
b. To select units from a hierarchy, the hierarchy page appears. Click the icon to locate the site
you want to see account holders for, and then select the check box next to the site name.
Account holder names for the site appear in the Account Holders box. You can use the drill-up
icon next to the Show Units For field to drill back up the hierarchy, or you can use the dropdown arrow in the Show Units For field to select a unit higher in the hierarchy.
4. Click the
by a name to transfer the name to the Selected Account Holders box, or click
transfer the first 15 names.
to
5. From the menu, select Statements>View Account Summary. The Account Summary page appears,
with account information for the first name you selected. Specify another name in the Selected account
holders field to see the account summary for a different account holder.
Viewing transactions
As and organization administrator you can view transactions for the users you have permission to see. To do
this, you must first find the account to which the transactions belong as described above. The following
procedure explains how you can view transactions in the online card management application.
To view the transaction list
You can view a list of individual transactions for this account for the current month or previous months.
1. From the Statements menu, choose Transactions List. The Transaction List appears.
a. Note: If you have not yet selected an account to view, the Change Account Holders page
appears. Select an account.
2. In the Statement Cycle field, use the drop-down arrow to select the current cycle, or a previous cycle.
Transactions for that cycle are displayed.
The transaction list displays the following information:

Transaction post date and transaction date

Merchant and location

Merchant Category Code (MCC)

Transaction amount, in local currency

Currency code and conversion rate

Billed amount, in statement billing currency

Memo (indicates the amount of the transaction that will be posted to another account)
Understanding the account summary
Account summary information is displayed on the Account Summary page.
Corporate bill account: If this is a corporate bill account, the account summary shows only limited account
information, such as current purchase totals, cash advances, balance, and account credit limit, as well as
summary information for the previous statement.
Individual bill account: The account summary for an individual bill account shows the following information:
Current statement
Last statement
Beginning balance
Last payment received
Purchases
Cash advances
Credits
Current balance
Credit limit for this account
Previous balance and payments received
Purchases and cash advances
Late payment fee and other fees
Finance charges and credits
Last statement balance
Past due amount
Minimum payment due and due date
Viewing an account statement
You can view and download an account’s cycled statement, in Adobe Acrobat PDF format.
1. From the menu, select Statements>View Account Summary. The Statements>Account Summary page
appears.
2. Click Change Account Holders. The Change Account Holders page appears.
3. Select the option Search for account holders or Select account holders using hierarchy.
a. To search for account holders, from the Search Criteria list, select "Name on account" or
"Account number". In the Search value field, specify a complete or partial value to search for.
Enter a wildcard value (*) to search using partial values. Click Search. Account holder names
appear in the Account Holders box.
b. If you are selecting from a hierarchy, the hierarchy page appears. Click the
icon to locate the
site you want to see account holders for, and then select the check box next to the site name.
Account holder names for the site appear in the Account Holders box.
4. Click the
by a name to transfer the name to the Selected Account Holders box, or click the
to
transfer the first 15 names.
5. From the Statements menu, choose View Statements.
6. Select an account from the list of accounts for which you want to view statements. Statements available
online are listed.
7. Click the
icon next to the statement you want to view. The statement is displayed as a PDF file.
8. You can download the statement to your own computer or print it if you want: on the PDF display, click
Save As or Print. The statement is downloaded to your computer or printed.
Note: You must have Adobe Acrobat Reader software to view or print the statement. If the software is not
installed, click the Acrobat Reader button at the bottom of the page to go to the Acrobat web site, where you
can download and install the free Acrobat Reader software at no cost.