Cardholder Training Viewing 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 Smart data online home page In old SDOL The old home page format Remember you need to select the menu then the option…

RBS67297a 4 Home page Now with new SDOL You will now see the most recent five[5] transactions and supplier name on the Home Page Run your mouse over the Account Activity menu to see all the menu options available to you from the Home Page

RBS67297a 5 Home page comparison In old SDOL The old home page format Remember you need to select the menu then the option……. Now with new SDOL You will now see the most recent five[5] transactions and supplier name on the Home Page Run your mouse over the Account Activity menu to see all the menu options available to you from the Home Page

RBS67297a 6 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 7 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 8 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 9 Transaction summary In old SDOL, the process was 1.All transactions will be displayed, however there maybe multiple pages you need to select

RBS67297a 10 Transaction summary Now with SDOL, the process is All transactions will be displayed, simply scroll down the page to see all transactions You can click Posting Date, Transaction Date or Transaction Amount to sort the transactions You can click the Detail Icon to see more information associated with the transaction

RBS67297a 11 Transaction summary comparison Now with new SDOL, the process is 1.All transactions will display, you need to scroll down the page to see all transactions In old SDOL, the process was 1.All transactions will display, you need to select by page

RBS67297a 12 Expense report In old SDOL, the process was 1.Select reports from menu 2.Select Run Reports from the sub menu 3.Select Expense Report from the reports list 4.Select Date Range 5.Select Run

RBS67297a 13 Expense report Now with SDOL, the process is You will need to schedule the report and you will receive an when the report has run Select Schedule Report from Menu

RBS67297a 14 Expense report Step 2 – Select Cost Allocation Scheme – yours will default, click NEXT Step 3 – Add a filter or click NEXT to continue Step 4 – You can type a Description Or click NEXT to continue

RBS67297a 15 Expense report Step 5 – Select a Reporting Cycle and click SAVE to schedule the report Once the report has finished running [usually within 30 seconds] you will receive an advice

RBS67297a 16 Expense report comparison Now with new SDOL, the process is In SDOL you need to schedule the report 1. Select Schedule Report from menu 2. Follow the Progress steps 1-5 and SDOL will you when report has been completed In old SDOL, the process was 1.Select reports from menu 2.Select Run Reports from the sub menu 3.Select Expense Report from the reports list 4.Select Date Range 5.Select Run

RBS67297a 17 New expense report example

RBS67297a 18 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