InCommand Cardholder. New User Interface

Transcription

1 InCommand Cardholder New User Interface

2 Commercial Credit Card 2

3 InCommand Redesign Phase 1: Migrating cardholders to new 360Control screens (ADA compliant) Login and Self Registration User Preferences Personalized Dashboards (Full View Only, for PA s and Cardholders) Transactions Screen Real Time functions Update Contact Details Payments View Authorizations & Declines E-Statement

4 Overall Project Objectives Modernize, simplify, and optimize the user experience using latest technology Provide flexibility and customization using latest technology features Reduce number of panels, buttons, and menu items while making the system more intuitive Simplify navigation so that it becomes obvious where to go to perform a task Update Web functionality, for example, allow customizable panel layout/content and support save/restore on these layouts Comply with current standards Incorporate WCAG2.0 (Web Content Accessibility Guidelines) and ADA (Americans with Disabilities Act ) guidelines to cater for disability needs Include multi-browser support

5 Objectives There are now two versions of the Transactions screen Simplified View: for low volume users who prefer a clean and clutter free interface that also provides E-statement and real time card updates from one screen thereby minimizing training and support Full View: for high volume users that require advanced features such as cost allocation, and the ability to work with multiple transactions The Full View can be used by Cardholders and Program Administrators. It provides easy navigation to E-statements and allows cardholders to make real time card updates.

6 Login Screens 6

7 Login: Current Version

8 Login: New Version Removed landing page, first page now allows login data Ability to change font size, throughout application

9 Self Registration 9

10 Self Registration: Current Version

11 Self Registration: New Version

12 Cardholder Self Registration Step 1

13 Cardholder Self Registration Step 2

14 Cardholder Self Registration Success

15 Cardholder Self Registration Failed

16 Landing Page After Login 16

17 Accessing the new Screens New button within the top right administration tool bar After selecting the 360 New Version button you will be sent to the new portion of InCommand that will allow you to access the dashboard, transaction, and statement screens for a cardholder

18 Cardholder Dashboard 18

19 Full View Cardholder Full View Cardholder Dashboard designed for high volume cardholders that uses features such as hierarchy, cost allocation, splitting and approval workflow

20 Cardholder Dashboard The dashboard is intended to be your homepage. The dashboard displays the status of the account and is divided into the following sections Profile Total Spend Recent Activity Outputs/downloaded files Messages

21 Transaction Screen 21

22 360Control Transactions current version

23 Transactions: New Simplified View Quick Find: Finds all transactions that matches the string entered Menu appears on all screens and you can navigate immediately to other screens

24 Transactions: Simplified View (with transaction selected)

25 Transactions: Transaction Details View Identify cost allocation Add comments Dispute a transaction

26 Line Item View Click the line to view the full details

27 View Authorizations and Declines

28 Manage Payments Make one-time payment Set-up automatic payments View payment history View scheduled payments

29 Card Details Update contact details Order a replacement card Request limit and strategy Change account status View rewards

30 Transactions: New Full View for Cardholder Card Number and Name removed from default view Selected relevant data available Reduced number of columns Ability to define columns (reduce/increase) and to order the columns on screen

31 Transactions Full View Add a split Attach a digital receipt Apply cost allocation codes to the transaction View and add comments to the transaction

32 Transaction Details Full View To view the full details screen, click the following icon

33 Transactions: Full View Filter Options Filters can be saved and used later Screen only shows selected filters Choose filters from the dropdown and add them as needed

34 Transactions: Full View List Settings Allows you to choose columns to be displayed on the main screen Detail column allows you to choose fields to display in Details panel

35 Statements 35

36 360Control Statements: Current Version

37 360Control Statements: New Version Select the statement period Print the statement

38 Statements You can update the delivery option from the menu.

39 User Preferences 39

40 360Control User Preferences: Current Version Language Time zone Default CAS Reset Password

41 User Preferences: New Version Change Password Change Username Language Switch to Simplified view Time zone notifications