Viewing Related Information for an Account

You can quickly display information related to a specific account by using the Take me to list to navigate to various modules in PaymentNet.

On the Account List screen, the Take me to column includes a drop-down list of options for each account in the list. On other screens, the Take me to button displays a drop-down list of options related to the account you are currently viewing. Selecting an option from this list displays information related to the account, such as a list of payments, transaction authorizations and declines, or a detailed statement of account activity. The table below describes the options available in the Take me to list.

Note:Your ability to navigate to any module is controlled by your organization’s settings, your user access role, and your scope of view.

Take me to Options
Option	Description
Account Detail	Displays the Account Detail - General Information screen for the account. For more information, see Viewing Card Account Details.
Account List	Displays a list of card accounts. For more information, see Viewing the Account List.
Authorizations/Declines List	Displays a list of the transaction authorizations and declines for the account. For more information, see Viewing Authorizations and Declines.
Employee Detail - General Information	Displays the Employee Detail - General Information screen for the employee associated with the account. If no employee is associated with the account, this option is not available. For more information, see Viewing Employee Details.
Employee Detail - User Access	Displays the Employee Detail - User Access screen for the employee associated with the account. If no employee is associated with the account, this option is not available. For more information, see Viewing Employee Details.
Payment List - Activity	Displays a list of payments that have been made to the account. For more information, see Viewing the Payment List.
Statement Detail	Displays the current statement for the account. For more information, see Statements.
Transaction List - Last 30 Days	Displays a list of the transactions that have been posted to the account in the last 30 days. For more information, see Viewing the Transaction List.