An approver has until the last day of that month to approve a transaction when the transaction posts on or before the 20th of the month. If a transaction posts after the 20th, an approver has until the last day of the next month to approve. Click on Transaction Management to go to approvals.
Where can you approve a cardholder statement US bank?
To approve a managing account on the cardholder account list, select the managing account you wan to approve.
How can you tell on the transaction list if a transaction is disputed US bank?
From the Transaction List, click on the Transaction Date link, the Transaction Detail—Summary will display. Note: the D in status field indicates disputed. Make sure the transaction is still unresolved.
How do you return to the access online home page?
You can get back to the home screen at any time by clicking on Home on the left half of the screen.
How do you register more than one account US bank answers?
If you need to register another account, click the Additional Account button and specify the account information. Click the Register This Account button when you have specificed all your accounts.
How to approve a transaction from the transaction list?
To approve a transaction from transaction list, select the transaction’s check box. Click Approve. *The status changed from Pending to Approved. To approve a transaction from the transaction detail, click the transaction’s date link. Review the detail. Click Approve.
How to approve a transaction in US Bank?
If the user will approve transactions and/or statements, select Approval Manager. If the user will approve items in Payment Plus, select the corresponding approver checkboxes. Select the functional entitlement group to control which functions the user will have access to.
How to approve a transaction as a cardholder?
Transaction Approval Process Approving a Transaction As a cardholder, you can approve a transaction from the list of transactions on the Transaction Management: Cardholder Transaction List screen. You can also approve a group of transactions together, as long as you are forwarding them to the same approval manager. 1 2
How does the transaction Approval Process ( TAP ) work?
The transaction approval process (TAP) lets your organization use U.S. Bank Access® Online to approve and audit transactions using your existing internal approval hierarchy and procedures. By using the TAP function, you no longer have to create and submit paper approvals for your transactions.
