The Cash Balance & History page is accessible for the cardholder and proxy roles. From the home page, click Card Services.
From the Card Services page, click Cash Balance & History.*
*If you do not have the Cash Balance & History tile, you can add it as follows:
1. Click the actions list (the three-lines icon), and click Personalize Homepage.
2. Click Add Tile in the upper right-hand corner.
3. Click Global Card Services.
4. Click Cash Balance & History.
5. Click Save.
Once you click the Cash Balance & History tile, your own outstanding cash balance will display. If you wish to view the cash balance of a cardholder for whom you are proxy:
1. Click the drop-down arrow next to your name (in the upper left-hand corner).
2. Click Change Employee.
3. Click the cardholder name.
The balance page will show the approved balance, applied balance, currency code, and last zero-out date.
Click any data field to view the list of transactions that make up the balance:
The total number of rows (transactions) that make up the balance will be displayed in the upper right-hand corner.
You can click any data element to view the accounting details for that transaction.