Admin Table of Contents
How do you reject a transaction US bank?
To reject a transaction, select the transaction. Click Reject. Select a reason. Type comments if needed.
How can you tell on the transaction list if a transaction is disputed Usbank?
From the Transaction List, click on the Transaction Date link, the Transaction Detail—Summary will display. Note: the D in status field indicates disputed.
What is the purpose of an extract US bank?
Bank extract refers to data extracted from bank statements and processing them for the purpose of approving bank applications. The meaning of extract is to pull data from documents, structure, and organize information in a way that makes it easy to perform a financial audit or analysis.
Can a transaction be pulled back after it has been approved?
You can pull back a transaction before the approval manager you forwarded the transaction to has approved, rejected, or modified (e.g., reallocated) the transaction. After an approval manager takes action on a transaction, the transaction belongs to the current approval manager and you can no longer pull back the transaction.
How do you know if a transaction is already approved?
How do you know if a transaction is already approved? The transaction list displays an Approved status for the transaction Which tasks are available for cardholders in the account approval process? The tasks vary by organization, and may include transaction approval and/or statement approval
How does the account approval process work at a bank?
The account approval process mirrors your org’s policies & procedures for approving transactions & statements. Some orgs have strict control & some have looser control. Throughout the process, you need to search for cardholder accounts & transactions.
How can I approve a transaction on my credit card?
From the navigation links located on the left side of the screen, select Transaction Management and then select Transaction List. In Transaction Management, a cardholder can review transaction, reallocate accounting, and approve or dispute transactions. Cardholders reconcile and dispute their own transactions. To approve a transaction: