new intersect-instructions 2017[2] - samford · pdf file · 2017-09-15regions...
TRANSCRIPT
CARDHOLDER/APPROVERMUSTHITSAVEWHENADDINGINFORMATION.
SAVEPRIORTOLEAVINGTHESCREENYOUHAVEREVIEWEDORAPPROVED.
NOTSAVINGWILLRESULTINTHELOSSOFYOURCHANGESORREVIEW/APPROVAL
• ACCOUNT#• BUSINESSPURPOSE• CHECKINGREVBOX• APPROVEBOX
•
CARDHOLDER/APPROVERMUSTHITSAVEPRIORTOLEAVINGCURRENTPAGE
ADDABUSINESSPURPOSEFOREACHTRANSACTION
CARDHOLDERWILLSELECTBOXUNDERREVTHENSELECTSAVEATBOTTOMOFPAGE
APPROVERSWILLSELECTBOXUNDERAPPANDSELECTSAVETOCOMPLETETHEREVIEWFORCARDHOLDER.
SELECTTRANSACTIONDETAILS
THISWILLTAKEYOUTOTHESCREENTHATALLOWSRECEIPTUPLOAD
CLICKTODISPLAYICONS
CLICKINTHISBLUESHADEDAREA
IFYOURRECEIPTLOADEDCORRECTLYYOUWILLSEEABLUECHECKMARKUNDERTHERECEIPTCATEGORY.MISSINGBLUECHECKMARKINDICATESRECEIPTISMISSINGFROMTRANSACTION.
XXXXXXXX