Cardholder Dashboard

Note:Depending on your organization and hierarchy settings, the Cardholder Dashboard, or some areas of it, may not be available to all cardholders. Contact your program administrator if you have questions.

The Cardholder Dashboard displays a snapshot of real-time account information, including the credit limit, currently available credit, current statement balance, and recent transactions. Click the Information icon anywhere it appears to view a brief explanation of how the corresponding field is calculated.

By default, the Cardholder Dashboard will be included on the Welcome screen when you are using a cardholder role in PaymentNet. If you prefer not to see the Dashboard, you can remove it from your Welcome screen by modifying your profile; for instructions, see Displaying the Cardholder Dashboard.

Cardholder Dashboard on the Welcome screen

Cardholder Dashboard Elements
Dashboard Element	Description
Account Selector	Displays your name as it appears on your card, your account number, and the account status (for accounts with any status other than Active). (Depending on your organization settings, only the last four digits of your account number may be shown.) If you have multiple accounts, details for your default account will display. To view another account, select it from the drop-down list. You can change your default account on the My Account List screen.
Card Details button	If the Card Details feature is enabled for your organization, this button displays when you have been issued a new card. The Card Details feature allows you to use your new account to make purchases online, even if you have not yet received the card. To view your account information, click the Card Details button and accept the Terms and Conditions. You can use your new account number for purchases in approximately five minutes. The Card Details button and your new card information will be available for up to 14 days from the date when the card was issued. Note: You will be required to accept the Terms and Conditions every time you click this button.
Activate Card button	If you have received a new card and are ready to activate it, click the Activate Card button, enter the expiration date on the card, and click Activate Card. When the account status changes to Active, your new card is ready to use for in-person transactions or online. Important! Do not activate your card until you are in possession of the physical card.
Account Summary	Shows the credit limit, current balance, and amount of available credit for the selected account. Click View Details to view information about your account, including contact information and card controls, on the My Account Detail screen.
Transaction Activity	Summarizes the current activity on the selected account. Current Billing Cycle Transactions - The total amount of the transactions posted in the current billing cycle. Click the View link to view these transactions on the Transaction List screen. Authorizations - The number of transactions that have been authorized in the last 7 days. Click the View link to view these transactions on the Authorizations/Declines - Account List screen. Declines - The number of transactions that have been declined in the last 7 days. Click the View link to view these transactions on the Authorizations/Declines - Account List screen. Transactions for Review - The number of transactions posted in the last 60 days that you still need to review. Click the View link to view these transactions on the Transaction List screen.
Statements	Displays the date and total amount of the most recent statement for the selected account. Click View to view this statement on the Statement Detail screen, or click Download (PDF) to download a PDF version of the statement.
Payments	If your organization allows cardholders to make or view payments, shows the payment due amount and the due date for the current cycle. Click Make a Payment to make a payment on your account. Click View Payments to view a list of your past payments on the Payment List - Activity screen. Note: If your organization does not allow electronic payments, this area is not included on the Dashboard.