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And here's how to add or change your Default Accounting information (the account number you will use most often). This is useful when you want to apply for the corporate credit card.
Steps | What you need to do | How to do it |
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1 | Add/Change an Account Number | - If it isn't already open, press Show next to the Edit TEMProfile tab.
- If you already know the account number, then under the Default Accounting heading input the number in the Account Number field and you can skip the next two steps.
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2 | Lookup by Account Name | If you don't know the account number but you know the account name, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above). - In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
- Press Search and the results will appear down below.
- When you find the account you're looking for, under the first column (labeled Return Value) select return_value.
- You will be taken back to the TEM Profile page and the account number will be automatically added.
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3 | Lookup by Organization Number | If you don't know the account number but you know the organization/department that is responsible for it, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above). - In the Organization Code field, enter the 4-digit org code and press Search down below.
- A list of all accounts for that org will appear in the results below.
- When you find the account you're looking for, under the first column (labeled Return Value) select return_value.
- You will be taken back to the TEM Profile page and the account number will be automatically added.
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Steps | What you need to do | How to do it |
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1 | Provide a Description of the changes you made | - If it isn't already open, press Show next to the Document Overview tab.
- In the Description field, provide a brief description of the changes you initiated.
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2 | Submit your changes | Once you are done making changes to the Profile, press Submit down below. Changes take effect immediately. |
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Apply for the Corporate Credit Card...