Cardholder Training

1. Cardholder Training Viewing old SDOL process to new SDOL process

2. The login process • For old SDOL it was www.reports.rbsone.com • For new SDOL it now is www.rbsbusinesscard.com Your user id and password is still required Your user id and password is still required

3. Smart data online home page • In old SDOL • The old home page format • Remember you need to select the menu then the option…

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

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

6. Selecting date range • In old SDOL, the process was • Select the Financial tab • Select account summary • Select the Billing Cycle • Select the VIEW button

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

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

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

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 1 2 3 1 2 2 2 3

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

12. Expense report • In old SDOL, the process was • Select reports from menu • Select Run Reports from the sub menu • Select Expense Report from the reports list • Select Date Range • Select Run

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

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

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 email advice

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

17. New expense report example

18. Thank you – training completed The Royal Bank of Scotland plc. Registered in Scotland No. SC90312. Registered Office: 36 St Andrew Square, Edinburgh EH2 2YB. Authorised and regulated by the Financial Services Authority. No.121882.