Business Admin User Guide_Company Use

Admin User Guide

Virtual Accounts.................................................................................................................................................... 57 Change Virtual Card Account Type ................................................................................................................... 57 View Virtual Account Security Data ................................................................................................................... 58 Fleet Records ....................................................................................................................................................... 58 Add / Modify Driver (Fleet Only)......................................................................................................................... 58 Add / Modify Group (Fleet Only) ........................................................................................................................ 59 Add / Modify Vehicle (Fleet Only) ...................................................................................................................... 60 Online Message Types ....................................................................................................................................... ..61 Transaction Inquiry........................................................................................................................................... ..61 Commercial Card Program Inquiry .................................................................................................................. ..62 Online Support Question.................................................................................................................................. ..62 Report a Website Issue.................................................................................................................................... ..62 Other Inquiry .................................................................................................................................................... ..63 Account Inquiry ................................................................................................................................................ ..63 Payments................................................................................................................................................................ ...64 Search for a Payment ......................................................................................................................................... ...64 Download Payment Search Results ................................................................................................................ ...65 View Payment Details......................................................................................................................................... ...66 Viewing Payment History.................................................................................................................................... ...67 Payment Accounts.............................................................................................................................................. ...68 Viewing Existing Payment Accounts................................................................................................................ ...68 Adding Payment Accounts ............................................................................................................................... ...68 Change Payment Account Information ............................................................................................................ ...69 Delete a Payment Account .............................................................................................................................. ...69 Making Payments ............................................................................................................................................... ...70 Making a One-Time Payment .......................................................................................................................... ...70 Update/Change a Payment.............................................................................................................................. ...71 Cancel a Payment............................................................................................................................................ ...72 Create a Recurring Payment ........................................................................................................................... ...72 View Existing Recurring Payments .................................................................................................................. ..73 Update / Change a Recurring Payment ........................................................................................................... ..73 Delete a Recurring Payment ............................................................................................................................ ..74 Alerts....................................................................................................................................................................... ..75 Company Alert Navigation .................................................................................................................................. ..75 Creating Company Alerts ................................................................................................................................... ..76 Modify Existing Alerts ......................................................................................................................................... ..77 Disable Alerts...................................................................................................................................................... ..78 Enable Alerts ...................................................................................................................................................... ..79 Delete Alerts ....................................................................................................................................................... ..79

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