Previous

Next

Print

Create employee lodge account

An employee lodge account is created automatically during the upload of a card data file from the card issuer when there is a new Traveller Identification Number (TIN) associated with a transaction. In situations where the TIN is not available, the transaction remains with the base or parent lodge card and the administrator has to manually create the account before the transaction can be transferred to the traveller.

You must have the Admin - Create Employee Lodge Account right in order to create this account.

To create a lodge account:

  1. From the main menu, select Administration > Overview > Account Management.

    The Account Search window appears.

  2. Click New Employee Lodge account on the top right of the screen.

    The New Employee Lodge Account window appears.

  3. From the Account drop-down list, select the base card the account will be linked to.
  4. Enter the employee the card will be linked to in the Employee Name. If necessary, click Grey person in white circle with grey outline at the end of the field and perform an employee search.
  5. Click Create.

Lodge accounts are managed in the same way as other accounts. Use the links below for guidance on the following topics:
Search for account
Map account to employee
Unmap employee from account
View and maintain account details
Delete account
Transfer Transactions