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Viewing Account Information

Through the Account List page, you can view at a glance:

· Account Type;

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

· Name On Account (Account Holder's name on the card);

· Account Owner (Account Holder user name);

· Expiry Date of the Account;

· The Monthly Spend Limit and Transaction Limit of the Account;

The Transaction Limit is the maximum amount an Account Holder can spend in one transaction (based on company policy), and the Monthly Spend Limit is the maximum amount an Account Holder can spend on a monthly basis as set by the Account Provider.

· Account Ref No;

· User ID.

To view Accounts held by an Account Holder:

1. Select the Admin tab;

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

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

See "Searching for Accounts"

4. From the Account List, click the associated Edit Account Details icon;

5. From the Profile Edit page, select the Accounts tab.

Note:

The Name on Card option/field/column is only available if Account Ref No has been set to be replaced by it in the Account list.

Inlogik Pty Limited