Display the Supporting Document Dialog Box in Credit Card Review

You display the dialog box in Credit Card Review.

  1. On the Navigation menu, click Cash Management > Credit Card Review.
  2. On the Credit Card review form, complete the information in the Credit Card Transaction Filter section to display credit card transactions in the grid on the form.
  3. In the Credit Card Transactions grid, select a charge transaction for which you want to view supporting documents, and perform one of the following actions:
    • Click the icon with the green check mark in the Document field in the grid.

      On the Supporting Document dialog box that opens, you can view existing supporting documents, but you cannot upload new ones.

      If you click the icon with the blue arrow in the Document field, the Supporting Document dialog box opens, but there are no supporting documents.

    • On the Credit Card Transactions grid toolbar, click Details. In the Details dialog box, click the icon with the green check mark in the Document field in the grid.