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Springboard Manage

Company Information

The company information screen displays after accessing a company from the search function. 

 

 

To view sub accounts, click the plus (+) button next to the control account to show all associated sub accounts. 

 

 

Note: The Springboard “View Company Accounts” feature must be turned on for the user before they can view company accounts. Contact your Springboard administrator for details.

 

Field Descriptions:

Company ID: Company identifier used to link accounts.

Company Memos (Annotations): Memos applied to the company record.

Icon Descriptions:

  • Edit Memo 
  • Delete Memo 
  • Open in New Window 
  • Reload Memos 
  • Add Memo 
  • Close Memo Window 

Contact Information: Individual listed for company inquiries that can speak on behalf of the company and make business decisions.

Current Balance: Dollar and cent amount of current balance.

Company (Family) Available Credit: Amount of available credit for all account associated with the company (family).

Credit Limit: Amount of maximum credit extended to the entire company (family).

Number of Account: Number of accounts linked to the company.

Type: Relationship indicator representing the type of company card.

 

Valid Codes
Control Account The control account receives a consolidated statement of charges, and is responsible for paying on this statement.
Sub Account An account that rolls its charges nightly to the control account for billing purposes.
Individual Account An account where the cardholder is responsible for paying on their statement.

 

Note: For complete field definitions, refer to the Springboard Account documentation.

 

Company Card Account

Basic account information regarding company cards is available in Springboard. You can access control, sub, and individual accounts tied to companies. You can also search for a company using the designated SPA.

To access the account information screen for any of the company accounts listed, click on the account number hyperlink.

 

Note: See Springboard Account for documentation on how to access an account.

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