Cardholder Training Split transactions old SDOL process to new SDOL process

RBS67297a 2 The login process For old SDOL it was For new SDOL it now is Your user id and password is still required

RBS67297a 3 Selecting date range In old SDOL, the process was 1.Select the Financial tab 2.Select account summary 3.Select the Billing Cycle 4.Select the VIEW button

RBS67297a 4 Selecting date range Now with new SDOL, the process is 1.From the home page select either Total Transactions link or Transaction Summary from the Account Activity menu 2.Select the Reporting Cycle, then Search

RBS67297a 5 Selecting date range comparison Now with new SDOL, the process is 1.From the home page select either Total Transactions link or Transaction Summary from the Account Activity menu 2.Select the Reporting Cycle, then Search In old SDOL, the process was 1.Select the Financial tab 2.Select account summary 3.Select the Billing Cycle 4.Select the VIEW button

RBS67297a 6 To split a transaction In old SDOL, the process was From the Transaction Summary screen select the Split Icon Select number of splits, maximum of 100 Choose amount or percent, save then allocate coding

RBS67297a 7 To split a transaction (cont’d) Now with new SDOL, the process is From the transaction summary screen, select the Split Icon Type the number of splits required, choose by percent or amount, select ADD Type amount or percent values, type description and SAVE 1 2 3

RBS67297a 8 Coding a split transaction 1 2 Select Expand All Select Edit Accounting Codes and code the transaction SAVE Accounting Codes when done Next Transaction will take you to the next split to code Split items will show on Transaction Summary screen

RBS67297a 9 Split transaction comparison In old SDOL, the process was From the Transaction Summary screen select the Split Icon Now with new SDOL, the process is From the transaction summary screen, select the Split Icon

RBS67297a 10 Thank you – training completed The Royal Bank of Scotland plc. Registered in Scotland No. SC Registered Office: 36 St Andrew Square, Edinburgh EH2 2YB. Authorised and regulated by the Financial Services Authority. No