new intersect-instructions 2017[2] - samford · pdf file · 2017-09-15regions...
Post on 20-Mar-2018
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CARDHOLDER/APPROVERMUSTHITSAVEWHENADDINGINFORMATION.
SAVEPRIORTOLEAVINGTHESCREENYOUHAVEREVIEWEDORAPPROVED.
NOTSAVINGWILLRESULTINTHELOSSOFYOURCHANGESORREVIEW/APPROVAL
• ACCOUNT#• BUSINESSPURPOSE• CHECKINGREVBOX• APPROVEBOX
•
CARDHOLDER/APPROVERMUSTHITSAVEPRIORTOLEAVINGCURRENTPAGE
ADDABUSINESSPURPOSEFOREACHTRANSACTION
CARDHOLDERWILLSELECTBOXUNDERREVTHENSELECTSAVEATBOTTOMOFPAGE
APPROVERSWILLSELECTBOXUNDERAPPANDSELECTSAVETOCOMPLETETHEREVIEWFORCARDHOLDER.
SELECTTRANSACTIONDETAILS
THISWILLTAKEYOUTOTHESCREENTHATALLOWSRECEIPTUPLOAD
CLICKTODISPLAYICONS
CLICKINTHISBLUESHADEDAREA
IFYOURRECEIPTLOADEDCORRECTLYYOUWILLSEEABLUECHECKMARKUNDERTHERECEIPTCATEGORY.MISSINGBLUECHECKMARKINDICATESRECEIPTISMISSINGFROMTRANSACTION.
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