iTracer Standard Reports

iTracer provides ten standard reports to analyze corporate spending information. Reports specific to merchant activity, transactions, account, and spending analysis can be easily executed to provide a structured, detailed view of company information on a consistent basis.

Categories of Standard Reports:

Merchant

Merchant reports analyze spending trends at specific merchants

Transaction

The Transaction report lists all transactions for an account

Account

Account reports provide transaction information for accounts at the company or individual cardholder levels.

Analysis

Spending categories are created by grouping merchant category codes together to produce a more generalized grouping such as travel.

Overview

iTracer facilitates the management of a commercial card program by giving users access to transaction information from the Internet. Users make better business decisions by having access to timely and  accurate expense information.

• Improved data display
• Update database information
• Simplified navigation
• Cost allocation - G/L interface
• Security

iTracer enables the user to:

Perform daily reporting and data analysis from any Internet connection. Generate standard reports that provide pertinent data anytime - anywhere. Make smarter business decisions related to corporate spending by measuring and analyzing expenses.

Improved Data Display

iTracer organizes and displays information in logical views.  All views limit the displayed data to a single screen eliminating the need to scroll side-to-side.  Within each function, the user can select from a list of relevant views that logically organize information   about accounts, transactions, merchants and company hierarchies.

For example, the Account function has four primary views: All accounts, Delinquent accounts, Blocked accounts, and Account limits. Users easily access detailed information about the account and statements by clicking a row in a selected view.

Inquire on iTracer database information

iTracer includes a number of inquiry functions such as: Account Hierarchy Transaction Merchant Analyze Spending iTracer includes an analysis function, which uses charts and tables to categorize and analyze spending.

Update Database Information

iTracer lets users update their database via the Internet.   This includes:

• Assigning G/L numbers to transactions
• Designating merchants "Preferred Providers"
• Posting expense information

For more information:

Contact your bank representative.

Simplified Navigation

Users easily navigate between functions using the iTracer navigation bar, which constantly displays at the top of the screen.   Within the maintenance functions, merchant and account detailed information is a click of the mouse away.

Cost Allocation - G/L  Interface

iTracer’s flexible setup function lets you choose an output file in a variety of formats for use in any general ledger system. You choose which fields from the iTracer database tables to include in the output file and assign general ledger account numbers based on a customizable chart of accounts.

Set Your Security Parameters

iTracers’ security feature only allows authorized users to access your data. Your iTracer system administrator assigns user IDs and can restrict each user’s access by function, database, and report availability.