Visa IntelliLink Spend Management

Visa IntelliLink Spend Management

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Visa IntelliLink Spend Management Visa *Confidential* 2

Login Instructions

• To log in go to:https://intellilink.spendmanagement.visa.com


Cardholders/Approvers will have a Username and temporary password which you will be prompted to change at initial login.

Your Username will not change. It is your e-mail address without the @ aps.k12.co.usYour temporary password is: Welcome1


At the initial login, each user will be required to identify a memorableword of between 5 and 12 alpha characters. Each time a user accesses

the tool, he/she will have to enter 3 characters from that memorable word.


Message from your Administrators. This will

change over time.

Current Balance shows how much you have spent this month.Credit Limit shows your regular monthly limit.

Available credit shows how much you have left to spend this month.

Home Page Features


Home Page Features

Last 3 Transactions

Links to Statements will only show the past 3. You can go

back further if needed elsewhere.

Approver has quick links to view employee spend


Home Page offers quick links to view statements.

Visa IntelliLink Spend Management Visa *Confidential*

Reconciling Expenses, Adding a Business Purpose & Changing Budget Account Codes

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Click on Account Statements


A green ? Indicated theTransaction has been coded to a default account code.

A red ! Indicates the transaction hasnot been approved yet. APS is not currently using this feature.

A green √ indicates the transaction has been updated with a new account code or narrative.

Click on the ? next to the transaction you would like to view


Individual Coding on the Transaction

• Select the to view transactions; a coding screen will appear

• Users can split the transaction by clicking on the + sign

• Click on the drop down box for each segment and highlight search to find the list of cost centers to choose from

Changing Budget Codes


Click the drop down and highlight Search another screen will appear click on Search again and all cost centers for this segment will be listed or type in the code value or description to find a specific code.




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Once you have identified the appropriate account number click on the



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To list this account as a Favorite so that it is listed in the drop down click on the and then click on to enter the account in the coding field. When you code the next transaction this account will be listed in the dropdown.


Once all of the segments have been coded complete the Narrative Detailswith a business purpose (reason for the purchase). When finished click Save to complete the allocation of the transaction.

Changing Budget Codes & Adding a Business Purpose


Printing Monthly Statements

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Click on the monthly statement you would like to print.



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To print the statement, click View Printable Statement at the bottom of the page.



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Click Open.



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The statement will open in a PDF format and should be printed by clicking on the printer icon at the top of the screen.


FAQ’s

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Frequently asked questions…Access/Login

Is the user name case-sensitive?The user name is not case-sensitive.

Is the password case sensitive?The password is case-sensitive. The password must include a

minimum of 8 characters, including one lower-case character, one upper-case character, and one number.

Will a user get locked out if that password is entered incorrectly?A user will be locked out of the account after four incorrect

password entries. The account will be unlocked after two hours. The Program Administrator can unlock the account for the user.

What happens if the user forgets their password?If a user selects the “forgot password” link, a temporary password

will be sent to their email account. The user should check both their Inbox and junk email folder for any emails from the application.

Is there a session timeout?Yes. The application will timeout after 30 minutes of inactivity.

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Frequently asked questions…Access/Login

Is there a Second-Layer Authentication?Yes. At the initial login, each user will be required to identify a

memorable word of between 5 and 12 alpha characters. Each time a user accesses the tool, he/she will have to enter 3 characters from that memorable word.

Will a user get locked out if the memorable word is answered incorrectly?

A user will be locked out of the account after four incorrect entries. The account will be unlocked after the two hours. Also, the Program

Administrator can reset the memorable word. Can individual cardholders have access to the system?

Yes. If a cardholder would like access to their transactions so they can add a business purpose or change account codes, they need to request access by contacting Wendy Hunter in Purchasing.

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Frequently asked questions…Home Page

My card account credit limit is not displaying correctly on my new card account. How can I get this corrected?

This field may not be correct for the first month of the new card. However, it should reflect the correct amount after the first billing cycle completes.

How is the Current Limit, Current Balance, and Available Credit calculated?

The Current Limit is the credit limit assigned by your Company. This is reset in the system once a month when the statement closes. The credit limit will not change in the system until the cycle closes but will be changed and active on your card.

The Current Balance is the balance of all posted transactions. Pending transactions will not be included in this total. Available Credit is calculated based on subtracting the current balance from

the credit limit. How much time do I have to change my budget account code and add a

business purpose to the narrative box?Information from UMB is processed every Friday. Changes to transactions

must take place by Thursday evening each week.

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Visa IntelliLink Spend Management

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