TipThe search functionality available on the Manage Credit cards page lets you find the Credit Card details available in FASTER Web.
Tip
To view Search Options: Credit Cards image, click the Search Options: Credit Cards link.
1. Click the Accounting module.
2. In the Actions section, click Manage Credit cards.
The Manage Credit cards page opens.
3. Specify the following search parameters:
§ In the Card Holder's Name box, type the Credit Card holder's name you want to search.
§ In the Credit Card Type list, select a Credit Card type.
§ In the Vendor list, select the name of the vendor.
§ In the Last 4 Digits box, type the last four digits of the Credit Card number.
§ In the Account Number box, type the account number.
§ In the Start Expiration Date box, select the start date of the expiration period of the credit card.
§ In the End Expiration Date box, select the end date of the expiration period of the credit card.
§ Select the Exact Match check box if you are sure that you have entered the correct text in the Card Holder's Name and Last Four Digits boxes.
4. Click Search.
The Search Results grid displays the following information:
§ Credit Card Type
§ Last Four Digits
§ Card Holder's Name
§ Expiration Date
§ Total Amount
§ Total Available
5. Click 
next to the Edit link to manage the respective budget line item and vendor information.
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Navigation Tips: · To expand or collapse the grids in the search window, click · To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the · To sort the search results displayed in a column by any category, click the column header. · To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time. · If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’ records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results. · To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid. |
You can export the Search Results grid in the following formats:
· Microsoft Excel (.xlsx)
· Microsoft Word (.docx)
· Comma-Separated Values (.csv)
1. Click the Microsoft Excel ( 
), Microsoft Word ( 
), or Comma-Separate Value ( 
) icon in the upper-right corner of the Search Results grid.
The File Download dialog box opens prompting you to Open, Save, or Cancel.
2. Click Save.
The Save As dialog box is displayed with the File Type of the selected format.
3. Browse to the desired location, specify a file name, and then click Save.
The Search Results grid is saved in the specified format at the specified location.
to the right of the
icon. The position of the grids will be the same next time you open the search window.