Business Admin User Guide_Company Use

Admin User Guide

Search for an Account from the Online Service Request Screen To search for an account before making any Online Requests or Online Message, enter the cardholders name in the Search field on the Online Requests page and select the online request to complete.

Note: Once you begin typing the cardholder name in the search field, a drop-down menu displays with names that match the typed in criteria. To do a wildcard search, enter %% in the Search Cardholder field and a list of accounts will appear in the drop-down.

Tracking Online Service Requests You can track online requests that have been submitted. You can view the Tracking Online Request section by scrolling to the bottom of the Online Request page.

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