Navy Cash Standard Operating Procedures - Financial Management ...

Update Funding SourceProvides Ability to ChangeCardholder Funding Source• From Cardholder Account SummaryScreen, click “Update Funding Source”link on left menu bar.• Enter new funding source information forthe selected funding type.• Click “Submit” button to update.At least one roundtrip and one workingday required for new source to take effect.Transaction HistorySelect Date RangeProvides Ability to Choose Date Rangefor Transaction History• From Cardholder Account Summary,Cardholder Account Update, or UpdateFunding Source screens, click on“Transaction History” on left menu bar.• Select beginning date for transactionhistory using pulldown menus.• Click “Submit” button to process.You can view any 30-day periodin the past 13 months.Transaction HistoryDisplays Transaction HistoryRequestedPreliminary troubleshooting tool when acardholder comes to disbursing office toinvestigate a perceived problem with NavyCash account.Records displayed are shore-siderecords—may not include transactionsperformed offline either on ship or on shore.Transactions from current day will not bedisplayed until roundtrip is completed.Click on button to return to “AccountSummary” page.NC SOP Ver 1.12 x-Appendices.doc E-5 17-Aug-07