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If your company has elected to control all of Customize Views settings at the company level, this button may not be visible on your Personal Settings screen.
Statement - Fields & Sort Order. By default, Spend Dynamics displays information on your account statement the majority of users would like to see. This setting allows you to choose which fields of information display. (Note: A field will only display if one or more transactions have that associated information.)
To specify which item is used to sort the transactions on your card account statement, click to the right of the selected check box so the green arrow appears beside your item. Note: The arrow can only appear beside one item. To display the information in descending order, click the arrow so it points downwards. To display the information in ascending order, click the arrow so it points upwards.
Note: Quick Coding functionality enables you to code transactions directly via your Account Statement screen. This setting will not be visible if your company has chosen not to enable this for your card issuer.
General Settings. The No Auto Closing Windows setting prevents pop-up windows from automatically closing. It gives you more time to read the pop-up information, allowing you to manually close the box when you are ready. If Quick Coding via the Coding tab of the Transaction Details window is enabled for your company, you can add the Quick Coding panel to your personal view by selecting QuickCoding - Line Item.
Approver View - Fields. If you hold an approval role within your organization, this setting gives you the ability to choose which fields of information display on your Transaction Approval screen. This setting will not be visible if your company has implemented a fixed view for all approvers.
Statement Period - Sort Order. This setting allows you to control the order in which statement periods display. They can be either ascending (from oldest-to-newest) or descending (newest-to-oldest). If you hold an approval role, this setting will also change the order of statement periods in your Approvals menu. This setting may not be visible if your company has implemented a fixed view for all employees.
Default Spend Wizard View. This setting allows you to control if purchases made in another country display in the local billing currency (the default behaviour) or in the currency they were purchased in (source currency). This change applies to all account types. This setting may not be visible if your company has implemented a fixed currency for all employees.
Transaction View. This setting gives you the ability to specify which tab of the Transaction Details window will display when you click a transaction icon on your account statement. By default, the system displays the Coding tab, however, you may have a preference to view another tab. You can specify your preferred display tab for each account type available to you. This setting may not be visible if your company has implemented a fixed view for all employees.
