Account Summary
The Account
Summary tab displays information about individual and corporate
card accounts in the selected hierarchy. If you use Account Request Manager
to automate the card application process, you can also view information
about the status of cardholder applications that have been submitted online.
Single-use accounts
are not reflected in the totals shown on this tab. If the selected hierarchy
has no card accounts, this tab is not available.
The default corporate account is specified
in your user profile. For information about how to change the default,
see Setting
the PA Dashboard Options.
Account
Summary Tab
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Indicates
the number of accounts that meet the following criteria. Click
any of the links to display a list of the relevant accounts on
the Account List screen.
Active Cardholder Accounts
- The number of cardholder accounts that are currently active.
This number does not include corporate accounts. Suspended Accounts
- The number of accounts that are currently suspended. New Accounts (Pending
Activation) - The number of new accounts that have not yet
been activated by the cardholder. Accounts with Fraud
- The number of accounts that have been blocked for fraud
in the last 90 days. Compromised Accounts
- The number of compromised accounts that are still active. Accounts with Temporary
Limits - The number of accounts on which temporary spending
limits have been imposed. Accounts with Temporary
MCCGs - The number of accounts to which temporary MCC Groups
have been applied. Accounts at or Above
80% Credit Limit - The number of accounts for which the total
spend in the current month is within 20% of the credit limit.
Not available for Combined Corporate Billing Accounts. Accounts within 60
Days of Expiration - The number of accounts that are due to
expire in the next 60 days. Accounts Past Due 1
Cycle - The number of accounts that have a past due balance
in the previous cycle. Not available for Combined Corporate
Billing Accounts. Accounts Past Due Greater
Than 1 Cycle - The number of accounts that have had a past
due balance for more than one cycle. Not available for Combined
Corporate Billing Accounts. |
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Provides
information about corporate accounts in the selected hierarchy.
To change the account for which information is shown, select an
account from the drop-down list.
Credit Limit - The
total amount of credit specified for the selected account.
Click this link to view the Account Details - Controls screen
for the account. Available Credit -
The amount of credit remaining in this cycle for the selected
account. Click this link to view the Account Details - General
Information screen for the account. Current Cycle Spend
- The sum of the transactions that have been posted to the
selected account in the current cycle. Click this link to
view a list of these transactions. Last Statement Amount
- The amount due on the account on the previous statement.
Click this link to view the selected account’s most recent
statement. Pay Statement (Due
Date) - The amount due on the selected account in the current
cycle. Click this link to make a payment on the account. Current Statement -
Click this link to download a PDF version of the most recent
statement for the account. Previous Statements
- Click this link for access to PDF versions of the earlier
statements for the account.
This
area does not appear if there are no corporate accounts in the
current hierarchy. |
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Indicates
the number of online card applications submitted through Account
Request Manager in the last 90 days that meet the following criteria.
If the number is not 0, you can click the link to display a list
of the applications on the Application List screen.
Awaiting PA Approval
- The number of applications that are awaiting approval by
a program administrator. Stalled - The number
of card applications that are stalled in the approval process. Failed - The number
of card applications for which accounts could not be created
at the processor.
This area does not appear if your organization does not
use Account Request Manager. |