Cards in this guide (18)
How do you find the profile of a user labeled only by an ID
A user with an ID does not have a profile. He is a "guest" who
does not have an account on WikiAnswers.
Which locations can you approve a transaction
From the transaction list and the transaction detail
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 would you run a report that included only office supply merchants
Select MCC group from the list and then office supply from the
list
How do you access the shared reporting function
Select the Reporting high-level task, the the Custom Reports
link
How do you determine if an order already has transactions matched to it
Matched transaction displays on the order's Matched Transactions
tab
When you run a report which output option creates a file you can use in a spreadsheet
Running a report for the specific use of a spreadsheet first
requires making certain that all information is correct. The reason
for this double check is due to some systems locking outside files,
enabling only the ability to view, but not to edit. Once this is
done, the file can be exported as an XML document for maximum
flexibility.
From which location can you approve a cardholder statement
You can approve a cardholder statement from the transaction
list.
How do you approve or certify a managing account
On the managing account list, select the account and click the
Certify (or Approve) button
When you look at a list of transactions how do you view detail on a specific transaction
Click the Transaction Date link for the transaction.
How would you include in a report only transactions that posted during a three week period
Selecting the posting date range radio button and specify a date
range
Where can you view a requested modification to a managing account
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
When you set up a managing account how do you know which fields are required
Fields have a red asterisk
Which format does a statement display in US bank
If you have partially completed a managing account setup screen and click the File For Later button where do you go to finish the work later
When After you finish a cardholder account setup how can you check the status of your request
