Overview
Zeta Optima LTA Card dashboard is designed to offer you flexible ways to administer your LTA transfers. In this effort, Zeta let you download the order file at any point of time once you schedule an LTA reimbursement transfer. This is useful when you want to review an existing order against an uploaded file. Similarly, an order file gives you a detailed report of a particular transfer. You can also download proforma invoices of scheduled transfers and actual invoices of successful transfers for the audit purpose.
Download an Order File
Log in to the Zeta Optima platform.
- From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed. See various status types to know about status details.
On this page of Optima LTA Card, locate the order file button against any transfer ID under the Download column.
Click the order file button to download the order snapshot file.This file provides necessary details on each transfer orders.
Download a Proforma Invoice
Log in to the Zeta Optima platform.
- From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed. See various status types to know about status details.
On this page,locate the proforma button against any transfer ID under the Download column.
Click the proforma button to download the proforma invoice. In general, you view the proforma invoice for scheduled transfers.
Download an Actual Invoice
Log in to the Zeta Optima platform.
- From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed. See various status types to know about status details.
On this page, locate the invoice button only against completed transfers under the Download column. This is the actual invoice link for the transfers that are marked as completed.
Click the invoice button to download the actual invoice.In general, you view this invoice for successful transfers.