The Online Resources Business Card Account, Statement, and Transaction Inquiry product gives business owners and their employees online access to their
accounts. They can proactively go online, log-on and view up-to-date Account
Summaries, Statement Information, Transactions and Expense Reports. With
an easy registration process, and expertly designed user interfaces, your
customers will embrace this self-service model and take advantage of the
extra benefits the Online Resources Business Card service can provide. Not only
will you decrease the time your customers spend on the phone with your
contact agents, but they will also appreciate the ability to organize
transactions by expense category, add personal memos, and download transaction
information into small business applications such as QuickBooks® and
Peachtree®.
Account Summary
The Account Summary page serves as the Welcome Page for the product once
the enrolled customer has logged-in. It includes high-level Account, Payment
and recent Transaction details as well as rewards information at both
the company level and by employee account. Business owners have full access
while individual employees can only view their accounts.
Statement Information
The business owner can easily review web statements, including past statement
history, at both the company level and by employee account. Employees
can view their account only.
Transactions and Expense Reports
Customers can view, organize, annotate and download historical transactions.
They can also drill down and get additional information about their transactions,
as well as view expense summary reports. Your customers can also add expense
categories, and download their transactions to popular applications such
as QuickBooks and PeachTree. Business owners can view transactions and
reports at both the company level and by employee account. Employees can
view transactions and reports for their account only.
Alerts
The business owner can set up alerts across the company or for individual
employee accounts. Individual employees can set up alerts for their accounts
only. Easy-to-use set-up pages allow them to select the alerts they want,
enter their email address, and choose text or HTML format for delivery.
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