Republic Bank ezBusiness Card Management User Guide
9-11-23
ezBusiness Card Management User Guide
Equal Opportunity Lender
II
Published by Murphy & Company, Inc. 13610 Barrett Office Drive
St. Louis, MO 63021 www.mcompany.com
© 2009-2023 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012
Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
3
Getting Started
You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the card management process. If you have additional questions, contact us at 502-584-3600.
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Table of Contents Getting Started
Logging In.......................................................................................................................5 Resetting a Forgotten Password..................................................................................6 Company Management Add New Cardholder....................................................................................................8 Change Credit Limit.....................................................................................................12 Replacement Card Request........................................................................................14 Close Account Request...............................................................................................16 Card Activation Request.............................................................................................18 Add a Payment Account.............................................................................................20 Make a Payment..........................................................................................................21 Setup Autopay.............................................................................................................23 Account List..................................................................................................................25 Overview................................................................................................................................ 26 Statements...................................................................................................................27 Dispute Charges..........................................................................................................29
5
Getting Started
Logging In
Logging in is easy and only requires your username and password.
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Go to ezbusinesscardmanagement.com 1. Enter your username, password and click the Login button. 2. If this is the first time you are logging in from an unregistered device you will need to answer a security question. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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Getting Started: Logging In
6
Getting Started
Resetting a Forgotten Password
If you happen to forget your password, you can easily reestablish a new one from the eZ Business Card Management home page.
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1a 2a 1b 2b 1c 2c K L U V A B K L M U V W A B C 1d 2d 1a 2a 3a 1b 2b 3b 1c 2c 3c A1 B1 A2 B2 A3 B3 A1 B1 C1 A2 B2 C2 A3 B3 C3 11 12 13 21 22 23 1 2 3 11a 12a 13a 11b 12b 13b 1d 2d 3d
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1. Enter your username. 2. Click the “Forgot Password?” link. 3. Answer the security question and click the Continue button. 4. An email with a temporary password will be sent to you. Use your username and temporary password to log in. 5. Select a delivery method for an security code. J1 J2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 12b 13b 14b 15b 16b 17b 18b 19b 20b B1 C1 D1 E1 F1 G1 H1 I1 B2 C2 D2 E2 F2 G2 H2 I2 B3 C3 D3 E3 F3 G3 H3 I3
Getting Started: Resetting a Forgotten Password
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J1 6. Enter the security code. 7. (Optional) Check the box to register the computer. 8. Click the Continue button. 9. Enter the temporary password. 10. Enter and confirm your new password. 11. Click the Submit button.
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Getting Started: Resetting a Forgotten Password
8
Company Management
Add New Cardholder
Easily add a new cardholder.
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In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the Add New Cardholder Requests button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I
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Company Management: Add New Cardholder
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10 112 131415 1617 18 1920 122 2324 2526 27 28 2930 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a a2a3a4a5a6a7a8a9a 10b b2b3b4b5b6b7b8b9b 10c c2c3c4c5c6c7c8c9c 10d d2d3d4d5d6d7d8d9d 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 3d 4d 5d 6d 7d 8d 9d J M N O P Q R S T W X Y Z C D E F G H I 10 51617 181920 526 27 28 2930 5 6 7 8 9 J O P Q R S T Y Z E F G H I 1a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 2B2C2D2E2 F2G2H2 I2 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 13b 14b 15b 16b 17b 18b 19b 20b C1 D1 E1 F1 G1 H1 I1 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d J2 C2 D2 E2 F2 G2 H2 I2 C3 D3 E3 F3 G3 H3 I3 15a 16a 17a 18a 19a 20a J3
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J1 3. Use the drop-down to select a sublevel ID/name. 4. Use the drop-down to select a product. 5. Enter a credit limit. 6. (Optional) Select the toggle to order plastic now and enter a number of plastics. 7. (Optional) Enter an alternate company name. J2 J3 J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
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Company Management: Add New Cardholder
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8. Enter the cardholder details. First and last name, employee ID, social security number or tax ID primary address and business phone are required. 9. (Optional) Use the toggle to enable rush card delivery. Enter the rush card delivery details, shipping instructions, contact phone and card mailing address are required.
Company Management: Add New Cardholder
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10. (Optional) Use the toggle to enable auto enrollment. Enter the email, username and enter and verify the password. J3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 112 131415 1617 18 1920 122 2324 2526 27 28 2930 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 18b 19b 20b H1 I1 J2 H2 I2 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
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J3 Note : Auto enrollment is available for individual access to ezcard info, where cardholders can view their own activity. Ezcard provides limited data for individual cards.
J3 11. (Optional) Enter a memo. 12. Click the Submit button. 13. Review the information and click the Confirm button.
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Company Management: Add New Cardholder
12
Company Management Change Credit Limit
Temporarily or permanently change a card’s credit limit.
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In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the Change Credit Limit button.
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Company Management: Change Credit Limit
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J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d J KLMNOPQRST U V W X Y Z A B C D E F G H I J2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1
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3. Search for a cardholder. 4. Use the drop-down to select a request type. 5. Enter a new credit limit. 6. If necessary, enter an expiration date. Expiration date field only displays when “Temporary limit” is selected from the drop down. 7. Enter a memo. 8. (Optional) Click the Add More button to add another credit limit change request. To delete a request, click the icon. 9. Click the Submit button when you are finished. 10. Review the information and click the Confirm button. J3 J2 J3 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Company Management: Change Credit Limit
14
Company Management Replacement Card Request
Easily request a replacement card. This process should not be used to report a card Lost or Stolen. If you feel that this card has been lost, stolen, or compromised, please contact Republic Bank immediately to have the account blocked and a new card issued.
1112 131415 1617 18 1 21222324252627 28 2 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a2a3a4a5a6a7a8a9 1b2b3b4b5b6b7b8b9 1c2c3c4c5c6c7c8c9
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In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the Request Replacement Card button. J KLMNOPQRST U V W X Y Z A B C D E F G H I
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Company Management: Replacement Card Request
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3. Search for the cardholder. 4. Confirm the account number. 5. Use the drop-down to select a reason. 6. Enter a memo. 7. (Optional) Click the Add More button to add another replacement card request. To delete a request, click the icon. 8. Click the Submit button. 9. Review the information and click the Confirm button. J1 J2 J3 J1 J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 7a 8a 9a 10b 7b 8b 9b 10c 7c 8c 9c 10d 17b 18b 19b 20b 7d 8d 9d J1 G1 H1 I1 J2 G2 H2 I2 10a a 8a 9a 10b b 8b 9b 10c 8c 9c 10d d 8d 9d J R S T H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d d2d3d4d5d6d7d8d9d 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d d5d6d7d8d9d 10 18 19 20 28 29 30 8 9 a 12a 13a 14a 15a 16a 17a 18a 19a 20a b 12b 13b 14b 15b 16b 17b 18b 19b 20b a 15a 16a 17a 18a 19a 20a 1B1C1D1E1 F1G1H1 I1 b 15b 16b 17b 18b 19b 20b 2B2C2D2E2 F2G2H2 I2 1E1 F1G1H1 I1 a 17a 18a 19a 20a 3B3C3D3E3 F3G3H3 I3 2E2 F2G2H2 I2 3E3 F3G3H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J3 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10 17 18 19 20 27 28 29 30 7 8 9 J Q R S T G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c
1d 2d 3d 4d 5d 6d 7d 8d 9d
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Company Management: Replacement Card Request
16
Company Management Close Account Request
Easily close an account that is no longer needed.
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
11a 12a 13a 14a 15a 16a 17a 18a 1
11b 12b 13b 14b 15b 16b 17b 18b 1
A1B1C1D1E1 F1G1H1 I A2B2C2D2E2 F2G2H2 I A3B3C3D3E3 F3G3H3 I
In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the Close Account Request button.
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Company Management: Close Account Request
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 17 18 19 20 27 28 29 30 7 8 9 J Q R S T G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d d2d3d4d5d6d7d8d9d 10a 7a 8a 9a 10b 7b 8b 9b 10c 7c 8c 9c 10d 7d 8d 9d 10 18 19 20 28 29 30 8 9 J R S T H I a 12a 13a 14a 15a 16a 17a 18a 19a 20a b 12b 13b 14b 15b 16b 17b 18b 19b 20b
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
3. Search for the cardholder. 4. Confirm the account number. 5. Use the drop-down to select a reason. 6. Enter a memo. 7. (Optional) To delete a request, click the icon. A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 8. Click the Submit button. 9. Review the information and click the Confirm button. J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
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11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
J1 A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
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17a 18a 19a 20a
J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2
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1B1C1D1E1 F1G1H1 I1
G1 H1 I1 10a a 8a 9a 10b b 8b 9b 10c 8c 9c 10d d 8d 9d G2 H2 I2 G3 H3 I3 a 18a 19a 20a
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b 18b 19b 20b
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Company Management: Close Account Request
18
Company Management Card Activation Request
Quickly activate pending cards.
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11a 12a 13a 14a 15a 16a 17a 18a 1
In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the Card Activation Request button. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I
11b 12b 13b 14b 15b 16b 17b 18b 1 A1B1C1D1E1 F1G1H1 I A2B2C2D2E2 F2G2H2 I A3B3C3D3E3 F3G3H3 I 10
10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
Company Management: Card Activation Request
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J1
J2
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19
J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J3 J1
10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d d2d3d4d5d6d7d8d9d 10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d a 12a 13a 14a 15a 16a 17a 18a 19a 20a J N O P Q R S T X Y Z D E F G H I a 15a 16a 17a 18a 19a 20a b 15b 16b 17b 18b 19b 20b b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 1B1C1D1E1 F1G1H1 I1 2B2C2D2E2 F2G2H2 I2 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J1 1E1 F1G1H1 I1 J2 E2 F2 G2 H2 I2 3E3 F3G3H3 I3 10 18 19 20 28 29 30 8 9 J3 3B3C3D3E3 F3G3H3 I3
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
3. Search for the cardholder. 4. Confirm the account number and status. 5. Use the toggles to select which cards you want to activate. 6. Enter a memo. 7. (Optional) Click the Add More button to add another card activation request. To delete a request, click the icon. 8. Click the Submit button. 9. Review the information and click the Confirm button. J1 J2 J3 J3 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3
J R S T H I
14a 15a 16a 17a 18a 19a 20a
14b 15b 16b 17b 18b 19b 20b
D1 E1 F1 G1 H1 I1
10a a 8a 9a 10b b 8b 9b 10c 8c 9c 10d d 8d 9d
D2 E2 F2 G2 H2 I2
D3 E3 F3 G3 H3 I3
a 18a 19a 20a
b 18b 19b 20b
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Company Management: Card Activation Request
20
Company Management Add a Payment Account
Before you can make a card payment you must add a payment account.
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the + Add New button. 3. Use the drop-down to select an account type. 4. Enter the financial institution’s name. 5. Enter the name on the account. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
1a 2a 3a 1b 2b 3b 1c 2c 3c
11b 12b 13b 14b 15b 16b 17b 1
A1B1C1D1E1 F1G1H A2B2C2D2E2 F2G2H A3B3C3D3E3 F3G3H 1d 2d 3d
11a 12a 13a
11b 12b 13b
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 6. Enter the routing number. 7. Enter the account number. 8. Enter an account nickname. 9. Click the Save button. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
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11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
A1 B1 C1 A2 B2 C2 A3 B3 C3 J1
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
J1 A1 B1 C1 D1 E1 F1 G1 H1 I1
J1 A1 B1 C1 D1 E1 F1 G1 H1 I1
J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
J1 A1 B1 C1 D1 E1 F1 G1 H1 I1
J2 A2 B2 C2 D2 E2 F2 G2 H2 I2
J2 A2 B2 C2 D2 E2 F2 G2 H2 I2
J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J3 J3 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3 J1
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A3 B3 C3 D3 E3 F3 G3 H3 I3
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Company Management: Add a Payment Account
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21
Company Management Make a Payment
Easily make a payment to a card. Before a payment can be made you must add a payment account. For more information about adding a payment account go to page 20.
Note : Payments submitted after 5:00PM EST on a business day will be credited to your account on the following business day.
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
In the Company Management tab, select Search Company . 1. Click the icon. 2. Use the search options to find an account.
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A1B1C1D1E1 F1G1H A2B2C2D2E2 F2G2H A3B3C3D3E3 F3G3H
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Company Management: Make a Payment
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A3 B3 C3 D3 E3 F3 G3 H3 I3
22
J1 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 3. Select an account. 4. Click the Make Payments button. 5. Use the drop-down to select a payment account. 6. Use the drop-down to select an amount. 7. Enter a payment date. J2 8. (Optional) Enter a memo. 9. Enter a confirmation email. 10. (Optional) Click the Add More button to add another payment. To delete a payment, click the icon. 11. Click the $ Pay button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 J1 J2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b B1 C1 D1 E1 F1 G1 H1 I1
11 12 13 14 1 21 22 23 24 2 1 2 3 4 5 K L M N O U V W X Y A B C D E 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5
B2 C2 D2 E2 F2 G2 H2 I2 14a 15a 16a 17a 18a 19a 20a
B3 C3 D3 E3 F3 G3 H3 I3 14b 15b 16b 17b 18b 19b 20b
1d 2d 3d 4d 5
D1 E1 F1 G1 H1 I1
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D2 E2 F2 G2 H2 I2
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J3
D3 E3 F3 G3 H3 I3
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3 A1 B1 C1 D1 E A2 B2 C2 D2 E A3 B3 C3 D3 E
A3 B3 C3 D3 E3 F3 G3 H3 I3
Company Management: Add a Payment Account
23
Company Management Setup Autopay
Quickly set up autopay.
1112 131415 1617 1 21222324252627 2 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a2a3a4a5a6a7a8 1b2b3b4b5b6b7b8 1c2c3c4c5c6c7c8
11a 12a 13a 14a 15a 16a 17a 1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 1 1d2d3d4d5d6d7d8 A1B1C1D1E1 F1G1H A2B2C2D2E2 F2G2H A3B3C3D3E3 F3G3H 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d
In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the Setup AutoPay button.
11a 12a 13a 14a 15a 16a 17a 18a 19a 20
11b 12b 13b 14b 15b 16b 17b 18b 19b 20
J A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J A3 B3 C3 D3 E3 F3 G3 H3 I3
Company Management: Setup Autopay
24
J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
J3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 11b 12b 13b 14b 15b A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 11a 12a 13a 14a 15a 16a 17a 18a 19a 11b 12b 13b 14b 15b 16b 17b 18b 19b 1d 2d 3d 4d 5d 6d 7d 8d 9d J2 J3 11a 12a 13a 14a 15a 1d 2d 3d 4d 5d 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E
10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10 18 19 20 28 29 30 8 9 J R S T H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a a3a4a5a6a7a8a9a 10b b3b4b5b6b7b8b9b 10c 3c 4c 5c 6c 7c 8c 9c 10d d3d4d5d6d7d8d9d J M N O P Q R S T W X Y Z C D E F G H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a 3a 4a 5a 6a 7a 8a 9a 10b b3b4b5b6b7b8b9b 10c 3c 4c 5c 6c 7c 8c 9c 10d d3d4d5d6d7d8d9d J M N O P Q R S T W X Y Z C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d 10a 5a 6a 7a 8a 9a 10b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d 5d 6d 7d 8d 9d 10a 8a 9a 10b 8b 9b 10c 8c 9c 10d 8d 9d 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 15a 16a 17a 18a 19a 20a B1 C1 D1 E1 F1 G1 H1 I1 15b 16b 17b 18b 19b 20b a 18a 19a 20a a 13a 14a 15a 16a 17a 18a 19a 20a 10 14 15 16 17 18 19 20 24 25 26 27 28 29 30 4 5 6 7 8 9 a 13a 14a 15a 16a 17a 18a 19a 20a b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 B2 C2 D2 E2 F2 G2 H2 I2 E1 F1 G1 H1 I1 18b 19b 20b b 13b 14b 15b 16b 17b 18b 19b 20b J3 B3 C3 D3 E3 F3 G3 H3 I3 E2 F2 G2 H2 I2 H1 I1 J1 1C1D1E1 F1G1H1 I1 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 J1
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
A1 B1 C1 D1 E1 F1 G1 H1 I1
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
A2 B2 C2 D2 E2 F2 G2 H2 I2
3. Search for a cardholder. 4. Use the drop-down to select an autopay account type. 5. Enter a bank account name. 6. Enter the bank account number. 7. Enter the routing number. 8. Use the drop-down to select an autopay option. 9. Use the drop-down to select a frequency. 10. Use the drop-down to select a day. 11. (Optional) Enter a memo. 12. Enter an amount. 13. (Optional) Click the Add More button to add another autopay. To delete an autopay, click the icon. 14. Click the Submit button. 15. Review the information and click the Confirm button. J3 J2 J3 J3 J2 J3 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I J1 J2 D2 E2 F2 G2 H2 I2 J3 D3 E3 F3 G3 H3 I3 J1 J2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 E3 F3 G3 H3 I3 H2 I2 2C2D2E2 F2G2H2 I2 1C1D1E1 F1G1H1 I1 H3 I3 3C3D3E3 F3G3H3 I3 2C2D2E2 F2G2H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 a 14a 15a 16a 17a 18a 19a 20a b 14b 15b 16b 17b 18b 19b 20b 1D1E1 F1G1H1 I1 3C3D3E3 F3G3H3 I3
Company Management: Setup Autopay
25
Company Management Account List
View a list of all active accounts.
11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c
In the Company Management tab, select Search Company . 1. Click the icon.
1d 2d 3d 4d 5d 6d 7d 8d
11a 12a 13a 14a 15a 16a 17a 18a
11b 12b 13b 14b 15b 16b 17b 18b
A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3
Company Management: Account List
26
Overview
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 1112 131415 1 21222324252 1 2 3 4 5 6 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 10a J J 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c
J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
J1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 J2 J1
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
1d 2d 3d 4d 5d 1d 2d 3d 4d 5d 10b
A1 B1 C1 D1 E1 F1 G1 H1 I1
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A2 B2 C2 D2 E2 F2 G2 H2 I2
11b 12b 13b 14b 15b 11b 12b 13b 14b 15b 1 10d
A. Use the search fields to find an account. B. Click the icon to download the account list. D. Select an account to view additional details. E. Click the J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 C. Click the
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 J1 J1
icon to adjust which columns are shown in the account list. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1 A1 B1 C1 D1 E1 F1 G1 H1 I1
J1 J1 J2 J3
J2 A2 B2 C2 D2 E2 F2 G2 H2 I2
A2 B2 C2 D2 E2 F2 G2 H2 I2
icon in the “Status” column to change the status of the account. A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 icon in the “Credit Limit” column to change the credit limit A3 B3 C3 D3 E3 F3 G3 H3 I3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3 J3 J3 J3
F. Click the amount. G. Click the
icon to make a payment. Go to page 20 for more information
about making a payment.
H. Click the
icon to view authorization details.
I. J.
Click the Click the
icon to view statements for that account.
icon to view transaction details.
Company Management: Account List
27
Company Management Statements
Statements are not available for individual cards unless the company is enrolled. Select the statement for the billing account. If you are enrolled in individual statements, they will be available to download.
11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5
In the Company Management tab, select Search Company . 1. Click the icon. 2. Click the
K L M N O U V W X Y A B C D E
1d 2d 3d 4d 5d 6d 7d 8d
icon next to the account you would like to view statements for.
11a 12a 13a 14a 15a 16a 17a 18a
11b 12b 13b 14b 15b 16b 17b 18b A1 B1 C1 D1 E1 F1 G1 H1 A2 B2 C2 D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1d 2d 3d 4d 5d
11a 12a 13a 14a 15a
11b 12b 13b 14b 15b
A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3
Company Management: Statements
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