Viewing Current Pro Card Transactions (Rev )【DOC精选】.docVIP

Viewing Current Pro Card Transactions (Rev. 02/27/06) ? Begin by navigating to the Pro Card Transactions page. Click the Purchasing link. ? Click the Pro Cards link. ? Click the Reconcile link. ? Click the Reconcile Statement link. ? Three pieces of information are required to search: - Role Name - Cardholder?EmplID/Affiliate ID (OR the entire Card Number) - Billing Date Begin by selecting the Role Name. ? Viewing capability is included when you are assigned Reallocator rights for a card. Two Role Names display on the drop down list when you have been assigned Viewer rights to one card and Reallocator rights to another card. One?Role Name displays when you have Viewer or Reallocator rights to only one card. Click the Role Name list. ? The system permits you to view transactions for one card at a time. Enter the cardholders?Employee ID (or Affiliate ID)?in the EmplID field. NOTE: Using the Look up EmplID button will display the list of cardholders for whom you have rights to reallocate (or view). Enter the cardholders EmplID, 005162. ? Click the Look up Billing Date (Alt+5) button. ? Select the Billing Date you wish to view. Select 01/25/06. Click the Billing Date link. ? You have entered Role Name, cardholder EmplID ID and Billing Date. The system now has enough information to search for your transactions. Click the Search button. ? The Collapse?(Ctrl + Y) button hides the Menu to create more viewing area. NOTE: To display the Menu again,?click the Expand (Ctrl + Y) button which will be located on the far left of the page just below the eUMB logo) when the Menu is hidden (collapsed). Click the Collapse (Ctrl+Y) button. ? Transactions are displayed sorted by the Transaction Date. Clicking on the Trans Date link will re-sort the list, placing the last item at the top of the list. Give it a try! Click the Trans Date link. ? Merchant information - including reference numbers - are located behind the Merchant name