Transcript Visa IntelliLink Spend Management

Visa IntelliLink Spend
Management
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Login Instructions
• To log in go to:
https://intellilink.spendmanagement.visa.com
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Cardholders/Approvers will have a Username and temporary password
which you will be prompted to change at initial login.
Your Username will not change. It is your e-mail address without the @ aps.k12.c
Your temporary password is: Welcome1
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At the initial login, each user will be required to identify a memorable
word of between 5 and 12 alpha characters. Each time a user accesses
the tool, he/she will have to enter 3 characters from that memorable word.
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Home Page Features
Message from your
Administrators. This will
change over time.
Current Balance shows how much you have spent this month.
Credit Limit shows your regular monthly limit.
Available credit shows how much you have left to spend this month.
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Home Page Features
Last 3 Transactions
Links to Statements will only
show the past 3. You can go
back further if needed
elsewhere.
Approver has quick links to
view employee spend
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Home Page offers quick links
to view statements.
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Reconciling Expenses, Adding a Business Purpose &
Changing Budget Account Codes
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Click on Account
Statements
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A green ? Indicated the
Transaction has been coded to
a default account code.
A green √ indicates the
transaction has been updated
with a new account code or
narrative.
A red ! Indicates the transaction has
not been approved yet. APS is not
currently using this feature.
Click on the ? next to the transaction you would like to view
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Changing Budget Codes
Individual Coding on the Transaction
• Select the
appear
to view transactions; a coding screen will
• Users can split the transaction by clicking on the + sign
• Click on the drop down box for each segment and
highlight search to find the list of cost centers to choose
from
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Changing Budget Codes
Click the drop down and highlight Search another screen will appear
click on Search again and all cost centers for this segment will be listed or
type in the code value or description to find a specific code.
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Changing Budget Codes
Once you have identified the appropriate
account number click on the
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Changing Budget Codes
To list this account as a Favorite so that it is listed
in the drop down click on the
and then click
on
to enter the account in the coding field.
When you code the next transaction this account
will be listed in the dropdown.
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Changing Budget Codes & Adding a
Business Purpose
Once all of the segments have been coded complete the Narrative Details
with a business purpose (reason for the purchase). When finished click Save to
complete the allocation of the transaction.
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Printing Monthly Statements
Click on the monthly statement you
would like to print.
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Printing Monthly Statements
To print the statement, click View
Printable Statement at the bottom of
the page.
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Printing Monthly Statements
Click Open.
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Printing Monthly Statements
The statement will open in a PDF
format and should be printed by
clicking on the printer icon at the top
of the screen.
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FAQ’s
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Frequently asked questions…
Access/Login
 Is the user name case-sensitive?
The user name is not case-sensitive.
 Is the password case sensitive?
The password is case-sensitive. The password must include a
minimum of 8 characters, including one lower-case character, one
upper-case character, and one number.
 Will a user get locked out if that password is entered incorrectly?
A user will be locked out of the account after four incorrect password
entries. The account will be unlocked after two hours. The Program
Administrator can unlock the account for the user.
 What happens if the user forgets their password?
If a user selects the “forgot password” link, a temporary password will be
sent to their email account. The user should check both their Inbox and
junk email folder for any emails from the application.
 Is there a session timeout?
Yes. The application will timeout after 30 minutes of inactivity.
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Frequently asked questions…
Access/Login
 Is there a Second-Layer Authentication?
Yes. At the initial login, each user will be required to identify a
memorable word of between 5 and 12 alpha characters. Each time a user
accesses the tool, he/she will have to enter 3 characters from that
memorable word.
 Will a user get locked out if the memorable word is answered
incorrectly?
A user will be locked out of the account after four incorrect entries. The
account will be unlocked after the two hours. Also, the Program
Administrator can reset the memorable word.
 Can individual cardholders have access to the system?
Yes. If a cardholder would like access to their transactions so they can add a
business purpose or change account codes, they need to request access by
contacting Wendy Hunter in Purchasing.
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Frequently asked questions…
Home Page
 My card account credit limit is not displaying correctly on my new card
account. How can I get this corrected?
This field may not be correct for the first month of the new card. However, it
should reflect the correct amount after the first billing cycle completes.
 How is the Current Limit, Current Balance, and Available Credit
calculated?
The Current Limit is the credit limit assigned by your Company. This is
reset in the system once a month when the statement closes. The credit limit
will not change in the system until the cycle closes but will be changed and
active on your card.
The Current Balance is the balance of all posted transactions. Pending
transactions will not be included in this total.
Available Credit is calculated based on subtracting the current balance from the
credit limit.
 How much time do I have to change my budget account code and add a
business purpose to the narrative box?
Information from UMB is processed every Friday. Changes to transactions must
take place by Thursday evening each week.
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