Recommended Intellilink Settings
This will quickly show you how to customize your view with helpful information.
The advantages to this view are:
- You can easily see what budget code information was plugged in to each transaction without having to access the transaction detail.
- It is easier to combine transactions (if you have several transactions that will use the same budget code and are for the same purpose, you can reconcile them together as opposed to doing each individually…if you do not know how to do this, please contact the Purchasing Department in the Finance and Administration Office or the ITS Business Coordinator for help).
You are most likely familiar with the reconciliation screen as seen here (note, click the screenshots for larger images):
If you do not see this type of screen view when in IntelliLink and would like to, you can click on “Settings” on the webpage [just under the “Visa IntelliLink Spend Management” logo/words on the upper left portion of the page], then “Customize Views” to select the options as you see them below.