---

Managing User Account Information

Through the Accounts tab of the Profile Edit page, you can view at a glance:

· Account number (the suffix digits are seen; the preceding digits are suppressed for security);

· Account Holder name on card;

· Account Holder user name;

· Expiry date of the Account;

· Transaction Limit;

This is the maximum amount an Account Holder can spend in one transaction (based on policy as it is a soft limit).

· Monthly Spend Limit;

This is the maximum amount an Account Holder can spend on a monthly basis as set by the card provider.

· Supervisor Limit.

This is the transaction limit set after which a transaction needs supervisory approval.

Use the Accounts tab of the Profile Edit page to access accounts or users to:

· Create new Accounts for new or selected Account Holders;

· Modify Account information for a selected Account Holder.

To create/modify a user's Account:

1. Select the Admin tab;

2. From the Administration page, select the User List option on the left;

3. From the User List page, specify Search Parameters to refine your list of users;

See "Searching for Users"

4. On the right hand side of the list of users, click the associated Edit User Details icon;

5. From the Accounts tab, click Add Account;

6. Select the relevant user Account then click the Go button;

The Merchant Templates associated with the Account type appear on the right.

7. Select a Template from this list;

This specifies the Prohibited Merchant Template and in no way restricts the user from using any of them. This information is only for reporting purposes (see Prohibited Merchant Usage)

8. Enter the necessary Default GL Codes segments by making the required selections from the segment search engine on the right;

9. Enter the required details for the Account Parameters section;

For the required details, see The Template tab.

10. Enter the Monthly Spend Limit, Name On Account, and Transaction Limit;

11. Define the Expiry Date of the new Account;

Where a new issue has occurred to an existing Account, click Add Issue and define the Account issue information such as the new Expiry Date.

12. Click Add Account.

If you are modifying user Account details, click Update Changes.

Tip:

You can select a current Account, and click Delete Card to delete the current Account provided there are no transactions associated with it.

Inlogik Pty Limited