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Add section header

To add a new section header:

  1. Click Right-facing white arrow in purple square to the right of the hyperlink (form) you want to add a section header to.

    Another view of the Module - Spend Wizard screen appears, showing you any components currently part of your form.

  2. Click the New Section Header link at the top of the Module - Spend Wizard screen.

    The Insert New Section Header window appears.

  3. Use the following field descriptions to enter the required information:

    Field

    Description

    Company Unit

    A drop-down list that determines the company unit this component will display for.

    Account Issuer

    A drop-down list that determines which account issuer this component will display for.

    Account Type

    A drop-down list that determines which account type this component will display for, eg. corporate card, requisition card or all types.

    Issuer Type

    A drop-down list that determines which issuer type this component will display for.

    Billing Currency

    A drop-down list that determines which billing currency this component will display for.

    Source Currency

    A drop-down list that determines which source currency this component will display for.

    Home Country

    A drop-down list that determines the home country of the employee this component will display for. This option is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.

    Source Country

    A drop-down list that determines the country of the transaction supplier this component will display for. This is the physical country of the supplier and is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.

    Display Sort Order

    If several of these components are displayed on the page, the display sort order value determines the order in which they are displayed.

    Location

    This area enables you to select if you want the section header to appear on the Allocation tab or the Comments tab of the form.

    Header Column 1
    Header Column 2
    Header Column 3

    The text you want to appear as your headings. You can assign up to three headings on the Allocation tab and two on the Comments tab.

  4. Click Save.

    The newly created section header appears as a purple box on the Module - Spend Wizard screen diagram.