1. 1 Visa IntelliLink Spend Management Navigation as a Cardholder Training Deck

2. 2 2 Expense Report Approval Workflow  Create an Expense Report  Link transactions – Cash and Card  Allocate Transactions - Link Receipt Images  Submit to Manager for Approval  Provide Replies to Mangers when Information Required  Confirm Approval of Outstanding Expense Reports Allocate Transactions  Proactively Allocate Card Transactions throughout the Period  Ensure Compliance with Current AP Allocation Policies Managing Expenses High Level Process

3. 3 Navigating as a Cardholder Message from Administrators Account Balance and Credit Limit Home Page Features

4. 4 View Home Page Home Page Features Last 3 Transactions Links to Statements

5. 5 Allocating Transactions Transactions are loaded to Visa IntelliLink one day after posting to an account and may be allocated throughout the period. It is possible to view the transactions by selecting Account Statements from the Main Menu. 1 – Select Account Statements 2 – Select the Period 3 – View transactions of the period

6. 6 Allocating Transactions Allocation status The icons below designate the allocation status and/or the approval status of the transaction Approval status To allocate a transaction, select the allocation status icon Select allocation icon.*

7. 7 Allocating Transactions Mandatory Allocation Elements GL Codes Select drop-down for list of code values; select Search Additional details may be provided about the transaction.

8. 8 Select a code value by selecting it from the list. Allocating Transactions Select search to browse code values.

9. 9 Once all mandatory codes are entered the transaction may be saved. Tax Code is not required Allocating Transactions Favorites are available without searching for allocation values.

10. 10 Create Expense Report Expense Reports will be available to all Employees Employees may add multiple credit card transactions or cash expenses to a single expense report

11. 11 Create Expense Report Step 1 – Select Link to Create New Expense Report

12. 12 Create Expense Report Step 2 – Provide an Expense Report Name and Description Note: These fields can be completed as you see fit. It is suggested that you use the expense report date for the period you will be coding. The expiration date will be the date that the expense report will no longer be displayed in the expense report summary of the user’s account statement.

13. 13 Create Expense Report – Transaction Linking Step 3 – Link all transactions of a period by clicking “Select All”.. Once all transactions are linked, click save.

14. 14 Receipt images are uploaded for the expense report by selecting “Manage Receipt Images” Step 5 – Managing Receipt Images Expense Reports – Managing Receipt Images

15. 15 Image Files:  GIF  JPG  JPEG  TIF  PNG Uploading Images – File Requirements Non-Image Files:  PDF  DOC  DOCX  XLS  XLSX Email Upload  Maximum overall size of attachments per email is 20MB.  Minimum file size to be considered for upload is 2KB. If a logo greater than 2KB is included within the email signature, it will be loaded as an image. General File Requirements  Maximum individual file size is 5MB for all upload options.  File formats supported:

16. 16 The Image Library will be available to the user within the Account Statements module. These options will allow for multi-transaction linking. After the images are uploaded, the user may select multiple transactions to associate with an image. Uploading Images – Multi-Transaction Linking How do I access the image library to upload images? Account Statements Module

17. 17 Email Upload Users may obtain the unique email address from Visa IntelliLink and save it as a contact in their smart phone or local scanner. When receipt images are captured, they may be sent via email to this unique email address for upload into the Image Library. Uploading Images – Email Upload To obtain the unique email address: 1.Access the Image Library 2.Select the Option “Upload via Email” 3.Capture the email address displayed To upload an image into the library: 1.Save the email address in your device 2.Capture and save the image to the device 3.Email the image

18. 18 Desktop Upload Upload documents and images into the Image Library from the Home Page or the Account Statements module. Uploading Images – Web Services Upload To upload an image: 1.Access the Image Library 2.Select the Option “Upload” 3.Use the browse feature to locate document. Once the document or image is uploaded into the Image Library, it will be displayed and available for transaction linking.

19. 19 Multi-Linking Employees may link multiple transactions to one document or image by accessing the Image Library from the Account Statements module. Transaction Linking – Multi-Linking To link transactions to an image: 1.Select the image from the Library. 2.Select “Manage Receipt Links”. The user may view the image by selecting the magnifying glass. 1 2 An image can only be deleted if it is not linked to a transaction.

20. 20 Multi-Linking Continued After “Manage Receipt Links” is selected, the user is offered the option to select transactions. Transaction Linking – Multi - Linking Users have two options: 1.Select all transactions. 2.Select individual transactions. 2 After the selections are made the user may select Save. 1

21. 21 Multi-Linking Continued After the images or documents are linked to transactions the Image Module will display the relevant details. Transaction Linking – Multi - Linking The following will be displayed: 1.The green paper clip indicates transactions are linked to the document or image.* 2.Transactions linked to the image are displayed. 3.A confirmation message is provided to confirm transaction linking. 2 Confirmation of Linking. 1 3 *Note: The user will select the green paper clip if future updates are needed for the transaction linking.

22. 22 Image Module Navigation All unlinked images will be accessible within the Image Library. Note that linked images will not be displayed in the Image Library by default. To review the linked images, a user may select the linked images option. Image Module - Filters The following filters are available within the Image Library: 1.Users may toggle between linked and unlinked images. 2.Users may select images recently uploaded or all images. 2 Linked Images 1 Unlinked Images

23. 23 Expense Reports - Navigation Navigation Icons available View DetailsSubmit EER Transaction Linking Approval Workflow

24. 24 Expense Reports - Submission Submit Expense Report Using Icon Confirmation message

25. 25 Expense Reports – Un-submitting an Expense Report Employee May ‘Un-submit’ Expense Report Using Icon **Note: Employee may not ‘Un-submit’ after Manager has approved Expense Report**

26. 26 Expense Report Workflow Details Managers may require additional information or action be taken on an expense report. A question may be posed by the manager. This will cause the expense report to be in an “Information Required” status as illustrated below: To provide information by replying to the manager’s question, click the question mark icon to review the approval workflow status.

27. 27 Expense Report Workflow Details Once a manager requires information of a cardholder (Information Required), the employee is required to enter text in the Cardholder Comments field. Save Changes Comments Required 1 2 3 After comments are entered, the 3.1 Workflow rule will transition to “Information Provided”.

28. 28 Employees will have access to Individual Reports. These reports provide information regarding their employee profile, account details, and a transaction reporting module. Cardholder Navigation - Reporting

29. 29 Email Notifications & Support When the BB&T Statement Period is closed on the 2 nd of the month: You will receive email notifications: When you have outstanding transactions that require allocation: Support Please contact your Company Program Administrator