Accessing Transactions for Cardholders

If you have access to other cardholders within your reporting area when you log into the Transaction Screen you will see only your charges. You can verify this by checking the Menu area of the screen which should show the last four (4) digits if your credit card.

Figure #30 – Transaction Screen for Cardholder

To access the charges of other cardholders within you reporting area you will need to select the “Transaction List” option from the Menu pull down.

Figure #31 – Transaction List

Once you have selected the Transaction List option, the screen will refresh and you will be able to view all transactions for all cardholders within your reporting area. You then have the option to sort the transactions or run a query to make reviewing the list of charges easier. (See Navigation Tools , Creating Queries.)