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Visa IntelliLink Spend Management Transaction Review

12/20/2016

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ZMSC BankCard Products & Services 2

Logging In


https://intellilink.spendmanagement.visa.com

• Initial User ID and Password provided by your Administrator

• New password must:

– Be at least 8 alphanumeric characters

– Contain one capital letter

– Contain one number

**Special characters are permitted but not required

• You can reset your own password if you forget

https://intellilink.spendmanagement.visa.com/


Memorable Word – New User

• Select a memorable word question

• Enter the question’s answer as your memorable word

– Minimum of 5, max of 15 alpha characters

– Memorable word must be entered after each login

– User will be challenged to enter 3 characters

– Challenge will only be presented against the first 5 characters in the word


Memorable Word – Existing User

Each time you login you will be asked for different characters from your memorable word.


Terms of Use Acceptance


Navigation


Home Page


Home Page

1. Navigation sits along the top of the Home screen.

1. Click a top-level menu item to see an expanded menu. For example, click Expenses to see your

statements, then click a statement period to view transactions for that period.

2. The items displayed in the top-level menu depend on your role and your organization’s settings.

2. Quick Action buttons allow you to initiate the creation of new expenses directly from the Home screen.

There is no need to navigate anywhere. Simply click Expense Reports or Cash Expenses to get

started.

3. Directly below the Quick Action buttons are links that display full lists of items requiring your attention.

4. You can pin the menu items you use most often for easy access. To pin an item, click the icon next to

it. To unpin an item, click the icon. Pinned items appear at the right of their top-level menu, and also

on the Home screen in the Pinned panel.

5. The My Expenses panel provides a snapshot of your spending account activity and links to your most

recent statements.

1. If your company supports out-of-pocket/cash accounts, you will see a Cash Expenses section.

2. If you are an approver of transactions, you will see an Approvals panel.

6. View and manage account features and personal settings from the Profile menu


Personal Settings


Enabling Quick Coding

• During your first login, edit your personal settings to enable Quick Coding

• Select Personal Settings from the Home Page



• Select Customize Views from the Personal Settings menu



• A new set of options will appear

• Select the QuickCodingbutton to enable Quick Coding

• Save Changes

ZMSC BankCard Products & Services

Account Statement with Quick Coding

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• The Quick Coding box now appears at the top of your transaction list for faster coding

• Reminder: Quick Coding is only available on the Account Statement screens


Transaction Review(Cardholders or their Delegates)


Items Requiring Attention Screen

(No Quick Coding)


Transaction ReviewItems Requiring Attention Screen (No Quick Coding)

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• The number of transactions you have to review will be listed next to Card Transactions or Cash Expenses

• Click on the name or number to view all of the outstanding transactions



• Transactions with a X or ? require your attention

• Select the X or ? to code a transaction



• After item to code is selected, click on the drop-down arrow to search for the appropriate GL Code

• If the appropriate GL Code is not listed, Click “Search”


• Search by code value or description or

• To view a list of all codes click on “Yes” and then “Search”

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• Once you click search, all valid codes will be displayed

• Click the right arrow to move items to your favorites list

• Use the up arrow to apply the code to your transaction



• The selected code will be applied to the transaction

• Continue coding for all other segments (as applicable)



Account Statement Screen(Quick Coding)


Transaction ReviewAccount Statement Screen (Quick Coding)

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• Select Expenses

• Select Zions Bank or Cash Expenses

• Select Statement Period


• Transactions with a Xor ? require your attention

• Click the box to select an item for coding

(Click here to print a statement copy)



• After item to code is selected, click on the drop-down arrow to search for the appropriate GL Code

• If the appropriate GL Code is not listed, Click “Search”

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• Search by code value or description or

• To view a list of all codes click on “Yes” and then “Search”

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• Once you click search, all valid codes will be displayed

• Click the right arrow to move items to your favorites list

• Use the up arrow to apply the code to your transaction



• The selected

code will be

applied to the

transaction


• Continue coding for all other segments (as applicable)


Other Features


• After you

have created

favorites, they

will appear

automatically

in the drop-

down box.

• Users can

have up to

fifteen (15)

favorites

Transaction ReviewFavorites


• Use the Switch Modes icon to code multiple transactions to the same codes at once.

– Multiple Select =

– Single Select =

• You are then able to apply the same code to multiple transactions at once.

Transaction ReviewSwitch Modes: Multiple Select or Single Select


• To split the transaction between multiple GL codes, first select the transaction by clicking the X

Transaction ReviewSplit Line


• Click the Split Line icon to split the transaction between codes



• Click here to select the number of splits

• Enter the dollar amount for each split

• Your balance should be $0.00 when done

• Save your changes



• Apply the appropriate GL Code to each amount



Questions?


Get Help

1. Choose Profile menu > Help.

2. Search:

– Click Search and enter a keyword. A list of relevant topics is displayed.

3. Or, Browse:

– Click Contents and navigate your way to the relevant topic.

Tip: For further support, contact your company administrator.

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