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Cardholder Training

Cardholder Training. Split transactions old SDOL process to new SDOL process. The login process. For old SDOL it was www.reports.rbsone.com. For new SDOL it now is www.rbsbusinesscard.com. Your user id and password is still required. Your user id and password is still required.

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Cardholder Training

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  1. Cardholder Training Split transactions old SDOL process to new SDOL process

  2. The login process • For old SDOL it was www.reports.rbsone.com • For new SDOL it now is www.rbsbusinesscard.com Your user id and password is still required Your user id and password is still required

  3. Selecting date range • In old SDOL, the process was • Select the Financial tab • Select account summary • Select the Billing Cycle • Select the VIEW button

  4. Selecting date range • Now with new SDOL, the process is • From the home page select either Total Transactions link or Transaction Summary from the Account Activity menu • Select the Reporting Cycle, then Search

  5. Selecting date range comparison • In old SDOL, the process was • Select the Financial tab • Select account summary • Select the Billing Cycle • Select the VIEW button • Now with new SDOL, the process is • From the home page select either Total Transactions link or Transaction Summary from the Account Activity menu • Select the Reporting Cycle, then Search

  6. To split a transaction • In old SDOL, the process was 1 From the Transaction Summary screen select the Split Icon 2 Select number of splits, maximum of 100 3 Choose amount or percent, save then allocate coding

  7. To split a transaction (cont’d) • Now with new SDOL, the process is 1 1 From the transaction summary screen, select the Split Icon 2 Type the number of splits required, choose by percent or amount, select ADD 2 3 Type amount or percent values, type description and SAVE 3

  8. Coding a split transaction 1 Select Expand All 2 Select Edit Accounting Codes and code the transaction SAVE Accounting Codes when done Next Transaction will take you to the next split to code Split items will show on Transaction Summary screen

  9. Split transaction comparison • In old SDOL, the process was • From the Transaction Summary screen select the Split Icon • Now with new SDOL, the process is • From the transaction summary screen, select the Split Icon 1 1 1 1

  10. Thank you – training completed The Royal Bank of Scotland plc. Registered in Scotland No. SC90312. Registered Office: 36 St Andrew Square, Edinburgh EH2 2YB. Authorised and regulated by the Financial Services Authority. No.121882.

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