From the deployments tab, you can search for individual deployments, groups of deployments, or deployments over a specific date range.
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You are able to narrow this down to the Spend Type and Card Pool, or leave blank to view all. You can also search using Deployment Id (which is the number allocated at card creation), the Supplier Name as it shows in the booking tool, Reference (ie. the booking reference at the hotel), PNR Locator, Last 4 Digits of the card, and the Deployment Status
If you do not wish to use any of these parameters you will need to use a date range, of up to three months, which defaults to 1 month back from the current date. Select dates using the calendar or manually type them in, and this will return results where the deployment date was within the specified range.
Deployment searches can also be narrowed down using filters:
Transaction Matched? returns results that have been matched to a transaction,
Invoices Matched? returns results where an invoice/folio has been matched,
Reconciled? returns results where a deployment has been matched to a transaction and an invoice has either been added or marked as “not required”
Document Matched? returns results where document has been matched.
If you select a Spend Type of Hotel, Air or Rail, you will see additional relevant search parameters under Advanced Options:
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Hotel - Hotel Name, Address, Check-Out Date Range, Traveller name
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Air – Departure Airport Code, Departure Date,Traveller name
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Rail – Departure Station, Departure Date, Traveller name
Click Search and the system will return a list of all deployments within the selected criteria.
The results of a deployment search will display:
Deployment ID
Card Pool Spend Type icon
Date the deployment was created
Reference
Name of supplier
Supplier reference
PNR locator
Detail the date of travel
Total deployed Amount
Count of transactions that have been matched to the deployment
Last 4 digits of the Card number
Select the deployment to view further details, and this will show in the viewing pane.
If the deployment has been matched to a transaction(s), the transaction details will show in the bottom pane.
To view the associated transaction click View Transaction
Any Invoices that have been manually added, Documents linked to the deployment or Notes added are easily identified in the tabs.
To see further deployment details click + on the relevant tabs to view the travel information and any Custom Data Fields that have been populated during the deployment process.
