A deployment contains all of the details that were submitted at the time the virtual card was created, including any Custom Data Field information. You can search in Conferma snap for deployments as soon as a virtual card is created.
You can search for individual deployments, groups of deployments or deployments over a specific date range.
You can narrow this down to the Spend Type and Card Pool or leave blank to view all.
You can also search using:
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Deployment ID (the number allocated at card creation)
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Supplier Name (as it shows in the booking tool)
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Reference (ie. the booking reference at the hotel)
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PNR Locator
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Last 4 Digits (of the card)
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Deployment Status
If you do not wish to use any of these parameters you will need to use a date range, of up to three months, which defaults to one month back from the current date. Select dates using the calendar or manually type them in, and this will return deployments created within the specified range.
You can also narrow deployment searches down using filters:
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Transaction Matched? (returns results that have been matched to a transaction)
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Invoices Matched? (returns results where an invoice/folio has been matched)
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Reconciled? (returns results where a deployment has been matched to a transaction and an invoice has either been added or marked as Invoice Not Required)
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Document Matched? (returns results where document has been matched)
If you select a Spend Type of Hotel, Air or Rail, you will see additional relevant search parameters under Advanced Options:
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Hotel—Hotel Name, Address, Check-Out Date Range and Traveller.
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Air—Departure Airport Code, Departure Date and Traveller.
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Rail—Departure Station, Departure Date and Traveller.
Click Search and the system will return a list of all deployments within the selected criteria.
The results of a deployment search will display:
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Deployment ID
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Card Pool Spend Type icon
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Date the deployment was created
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Reference
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Name of supplier
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Supplier reference
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PNR locator
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The date of travel
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Amount deployed
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Number of transactions that have been matched to the deployment
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Last 4 Digits of the card number
Select the deployment to view further details in the viewing pane.
If the deployment has been matched to a transaction(s), the transaction details will show in the bottom pane.
To view the associated transaction, click View Transaction.
You can see in the tabs any Invoices that have been manually added, Documents linked to the deployment or Notes added.
To see further details click + on the relevant tabs to view the travel information and any Custom Data Fields populated during the deployment process.