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Transferring Accounts

There may be times when a company/departmental card needs to be transferred from one owner to another. This functionality provides the necessary seamlessness for doing so.

To transfer an Account:

1. Select the Admin tab then select the Account List option on the left;

2. From the Account List page, specify Search Parameters to refine your list of Accounts (Searching for Accounts);

3. Click the associated Transfer Account to another User icon;

4. From the Transfer Account page, place your cursor in the Transfer to User field and select a user from the Profile Search list on the right;

5. Enter the appropriate Transfer Notes;

6. Enter the New Name on Account;

7. Activate the Complete Account Data Transfer? flag;

This will disassociate the previous Account owner's details from existing transactions and expenses, and stamp them with the new owner's.

Note:

If this flag is not activated, the Account will be transferred with the previous owner's associated details.

8. Select to Process the transfer "Now" or "Later";

· "Now" schedules a one-time Housekeeping activity to be run immediately;

· "Later" schedules a daily Housekeeping activity to be run at 2359h that same night.

Note:

Each account transfer is accompanied by a Housekeeping activity.

9. Click Update Changes.

Notes:

· 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.

· To transfer multiple card accounts between users, see Transferring Multiple Card Accounts.

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