Statements

Accessing Cardholder Statement:

1. 1. Navigate to the Finance Drop-down Menu.
   2. Select "Cardholder Statement" under the Procurement Card heading.

Initial Setup:

New cardholders will automatically access the Welcome/Settings page. Review account information and update the Default Account Number as needed. Select "Save" or "Return to Home" at the bottom of the page.

Settings Access:

• To access the Welcome/Settings page after initial setup, select "Settings" in the upper right corner of the screen.

Statement View:

• Select "Cardholder Statement" from the Finance menu.
• The Statement view page displays all transaction details.

Statement Cycle:

• Access any available billing cycle through the Statement Cycle drop-down menu.

Statement Detail:

1. 1. Each statement displays:
      1. Current billing cycle information.
      2. Detailed transaction list.
      3. Transaction date (descending order).
   2. Transaction descriptions are derived from vendor Merchant Category Codes (MCC) and are system-generated, permanent entries in the financial system.
      1. Upon identification of inaccurate transaction descriptions:

• • • • Review current Object Code assignment.
      • Make necessary Object Code modifications.
      • Document Object Code changes.