Visa Online (VOL)

Training & Resources


Visa IntelliLink Cardholder

Tip Cards

Cash Expenses

This Tip Card will assist you in:
- Entering cash expenses into the Visa IntelliLink system

Quick Coding

This Tip Card will assist you in:
- Coding transactions directly via the Account Statement screen
- Coding multiple transactions to the same charge codes

Wildcard Searching

This Tip Card will assist you in:
- Searching Options within fields

Demos

Accessing Visa IntelliLink

Accessing Visa IntelliLink

Navigating the Home Page

The Home Page
The Reports Tab
The Settings Tab
The Help Tab
The Contact Tab

Account Statements

Accessing Account Statements
Viewing Transaction Details

Reports

View Reports
Export a Report

Coding Card Transactions

Code a Card Transaction
Split a Card Transaction
View the Summary Tab

Expense Reports

Create an Expense Report
Link Card Transactions to an Expense Report
Code a Card Transaction
Split a Card Transaction
View the Summary Tab
Viewing, Modifying, Submitting and Printing an Expense Report

Simulations

Transaction Based Workflow

Accessing Visa IntelliLink
- Accessing Visa IntelliLink

Navigating the Home Page
- The Home Page
- The Reports Tab
- The Settings Tab
- The Help Tab
- The Contact Tab

Account Statements
- Accessing Account Statements
- Viewing the Transaction Details Window

Reports
- View Reports
- Export a Report

Coding Card Transactions
- Code a Card Transaction
- Splitting a Card Transaction
- Viewing the Summary Tab on the Transaction Details Window

Expense Report
Based Workflow

Accessing Visa IntelliLink
- Accessing Visa IntelliLink

Navigating the Home Page
- The Home Page
- The Reports Tab
- The Settings Tab
- The Help Tab
- The Contact Tab

Account Statements
- Accessing Account Statements
- Viewing the Transaction Details Window

Reports
- View Reports
- Export a Report

Creating Expense Reports and Coding Card Transactions
- Create an Expense Report
- Link Card Transaction to an Expense Report
- Code a Card Transaction
- Splitting a Card Transaction
- Viewing the Summary Tab on the Transaction Details Window
- Viewing, Modifying, Submitting, and Printing an Expense Report

Visa IntelliLink Approver

Demos

Accessing Visa IntelliLink

Accessing Visa IntelliLink

Navigating the Home Page

The Home Page
The Reports Tab
The Settings Tab
The Help Tab
The Contact Tab

Reports

View Reports
Export a Report

Approval

Approve a Card Transaction
Approve an Expense Report
Print an Expense Report

Simulations

Approver

Accessing Visa IntelliLink
- Accessing Visa IntelliLink

Navigating the Home Page
- The Home Page
- The Reports Tab
- The Settings Tab
- The Help Tab
- The Contact Tab

Reports
- View Reports
- Export a Report

Approve Card Transactions and Expense Reports
- Approve a Card Transaction
- Approve an Expense Report
- Print an Expense Report

Visa IntelliLink Administrator


Tip Cards

VOL Mailbox

This Tip Card will assist you in:
- Accessing and Downloading VOL User Guides

Card Management Audit Report

This Tip Card will assist you in:
- Accessing the Audit Report in Card Managment

Setting Up a
New User
[Reporting
Cardholder]

This Tip Card will assist you in:
- Creating a new cardholder employee/user in Visa IntelliLink.

Setting Up a
New User
[Expense
Management]

This Tip Card will assist you in:
- Creating a new cardholder employee/user in Visa IntelliLink.

Setting Up a
New User
[Approver]

This Tip Card will assist you in:
- Creating a new approver employee/user in Visa IntelliLink.

Setting Up
Cardholder Users
with Multiple
Card Accounts

This Tip Card will assist you in:
-Mapping multiple card accounts to a single user
-Delegating the same card to multiple users

Data Analysis Tool

This Tip Card will assist you in:
- Creating highly configurable data output files for reporting, analysis and reconcilliation purposes.

Simulations

Card Management

Accessing Card Management
View Existing Cards
Edit Cards: Account Information
Edit Cards: Account Authorization
Close Cards
Order New Plastic
View Recent Activity
Create New Cards

Reporting Administrator

Accessing Visa IntelliLink and Help
- Accessing Visa IntelliLink
- The Help Tab

Administration Overview
- Administration Overview
- Employee Administration
- Viewing Account Details
- Memorable Word and Password Reset
- Change Username
- Change Password
- Change Account Lock Status
- Insert New Employee
- Map and Unmap a Card in Account Management
- Create a Report Group
- Add and Remove Reports

Organization Configuration
- Email Management and Manual Email Messages
- Automatic Email Messages
- Manual Email Log
- Instance Management
- Viewing Account Hierarchy

File Management
- The Vault
- Refresh Interfaces
- Data Download

Reports
- Working with Reports
- Enhanced Data Analysis
- Create a Report Template and Schedule a Report

Expense Management Administrator


Accessing Visa IntelliLink and Help
- Accessing Visa IntelliLink
- The Help Tab

Administration Overview
- Administration Overview
- Employee Administration
- Viewing Account Details
- Setting Employee Charge Code Defaults
- Memorable Word and Password Reset
- Change Username
- Change Password
- Change Account Lock Status
- Insert New Employee
- Map and Unmap a Card in Account Management
- Introduction to Charge Codes and Charge Groups
- Accessing Charge Codes and Charge Groups
- Add a New Charge Group
- Add a New Charge Code
- Add a Code to a Charge Group
- Create a Report Group
- Add and Remove Reports
- Configure Default Codes

Organization Configuration
- Email Management and Manual Email Messages
- Automatic Email Messages
- Manual Email Log
- Instance Management
- Creating and Editing GL Segments
- Viewing Account Hierarchy

File and Extract Management
- The Vault
- Refresh Interfaces
- Data Download
- Statement Periods
- Extract and Flush
- Test Extract and Flush
- Default Coding Recalculation

Reports
- Working with Reports
- Enhanced Data Analysis
- Create a Report Template and Schedule a Report

Multinational Card Administrator

Exploring the Transaction Search - Group Report
Exploring the Suppliers - Group Report
Exploring the City Pairs - Group Report
Exploring the Account Search - Group Report