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Banking

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Josiah Crooks

Lvl 10
2y ago
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Cards in this guide (11)
How do you view statements for different accounts if you have access to more than one cardholder account

Search and select a different cardholder account for each statement

How do you know if a transaction still needs your approval

I can see a Pending status on the transaction list

How can you tell if you or another user has approved your statement

Click the Show statement Approval History

How do you register more than one account

Log in and register each account separately.

How would you find out which functional entitlement group you belong to

Select the My Personal Information high-level task, then click the Account Access link.

What is the first step in registering online

Clicking the register online link

How do you access an account if you have to more than one account

Search by cardholder or managing account information

How can I check the layout of my flex data report before I save or run the report

I can select to preview the report

How do you reconcile payment instructions and transactions in payment plus

Online auto matched. You match the exceptions

How do you return to the Client Home page us bank access online training

If you have access to Data Exchange, how can you find out if a file is ready for you to download? us bank access online training

When After you finish a cardholder account setup how can you check the status of your request

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