Business Card Management

Business Card Management

EMPLOYEE USER GUIDE

start

The Business Card Management training provides an overview of how to efficiently navigate and utilize the system. Participants will learn about the system's features, explore its layout through a guided tour, and review answers to frequently asked questions. This session is designed to help users confidently manage business card processes with ease and accuracy.

Introduction

Why Business Card Management? (BCM)

• Ability to grow deposit accounts by signing new business customers
• Increased interchange for business card transactions
• Increased interest income from the business card
• Decreased operational support from financial instition due to intuitive business self-service tools
• Financial institutions stay competitive in the market by offering a holistic business solution
• BCM is a comprehensive solution for ordering plastics, viewing the transactions, and performing account maintenence - built with the newest tech and trends in user experience

Introduction

Dashboard Tour

Payment Activity

Control Accounts

Cards

Users

Resources

+ Info

DASHBOARD - ACCOUNT SUMMARY

You can follow the step-by-step guide by clicking Show Me to further familiarize with this part of the system.

Dashboard - Account Summary

You can also check a cardholder's available credit in the Accounts Summary.

Introduction

Dashboard Tour

Payment Activity

The due date is visible on this page.

Control Accounts

In the Accounts Summary, you can view the current account balance.

Follow the shortcuts listed in the Accounts Summary to: Make a payment View statements

Cards

Users

Resources

Introduction

dashboard - all cards

On this screen, you have the option export or print the cardholder list

Dashboard - All Cards

View all the cardholders on the account

Introduction

Use the search function to look up a specific cardholder

Dashboard Tour

Payment Activity

Control Accounts

Information at a quick glance:

• Last four digits of the card number
• Credit limit
• Available limit
• Account type

Cards

Users

You can also conveniently add a new cardholder on this screen. We'll learn how to add a cardholder next!

Resources

dashboard - account summary

add a cardholder

Add a New Cardholder

You can conveniently add a new cardholder from the All Cards section on the Dashboard

Introduction

There is the option to mail the new card to:

• the company's mailing address
• this information is automatically filled in

• a new address
• to add a new address, you would first have to uncheck the Use Company Mailing Address Box

The administrator may establish the credit limit of the card in accordance with the company's limit approved by the Credit Union.

Dashboard Tour

Payment Activity

Control Accounts

Cards

Admin is required to complete the cardholder detail fields

Users

Resources

dashboard - all cards

make a payment

Make a Payment

Introduction

Dashboard Tour

Select payment frequency:

Select a payment amount:

Payments can be made to either:

Add or edit payment accounts

Specify the payment date:

Payment Activity

• Current balance
• Statement balance
• Minimum due
• Create a custom amount

• One-time payment
• Automatic payments
• Edit or cancel existing automatic payments

• Due Date
• Custom Date

• Control Accounts
• Indvidual Pay Accounts

Control Accounts

Cards

Users

Resources

add a new cardholder

Payment activity

Payment Activity

Search history based on keyword or amount

Introduction

Dashboard Tour

Payment Activity

View posted, scheduled, and cancelled payments

Control Accounts

Cards

Users

Dynamic headers will appear here to sort payment information

Resources

make a payment

View statements

You can view and print PDF statements!

View Statements

Introduction

Dashboard Tour

Use the Search function to find a specific cardholder's statement.

Payment Activity

Control Accounts

Cards

Users

View statements for users who are enrolled in eStatements

Resources

Check the cardholder's status here to see if they're enrolled in eStatements

View Statements Continued

payment activity

View Statements Continued

Click the icon to open a PDF. You have the option to save or print.

Introduction

Dashboard Tour

Payment Activity

Click the blue link to view the eStatement if the user is enrolled

Control Accounts

Cards

Users

Resources

Control accounts

View statements

Control Accounts

Use the search function to look up specific accounts

Introduction

Dashboard Tour

Payment Activity

All accounts will show up here. You can click on the account for additional information:

• View associated cards
• Control account limit
• Edit control account profile
• Update address, contact information, and credit limit

Control Accounts

Cards

View all associated control accounts by clicking this button.

Users

Resources

cardholder profile

View statements

Cardholder Profile

View the card status here:

• Status
• Credit limit
• Current balance
• Available credit
• Balance due
• Minimum due

Introduction

Dashboard Tour

Payment Activity

View information specific to a cardholder such as:

• Address
• Credit limit
• Current and available balances

Control Accounts

Cards

Users

Resources

Apply travel notes here if needed:

• Fraud Strategies
• Domestic travel - 75
• International travel - 51

Replacement card

control accounts

Replacement Card

Admin can order replacement card on behalf of the cardholder

Introduction

Dashboard Tour

Payment Activity

Control Accounts

Cards

Confirm card information and click submit to request the replacement card.

Users

Resources

Card condition options:

• Damaged cards
• Card malfunction

Lost or stolen card

cardholder profile

Lost or Stolen Card

Admin can report a card as lost or stolen:

• Select the description that best describes what happened
• Provide details, such as:
• Date the card was lost or stolen
• Police notification
• Tag any fraudulent transactions

Introduction

Dashboard Tour

Payment Activity

Control Accounts

Cards

Users

Resources

cardholder transactions

replacement card

You have the option to export or print the transaction list by clicking Export.

Cardholder Transactions

Introduction

Additional transaction details can be viewed:

• Approval Code
• Decline Code
• Reference Number
• POS Entry Mode

Dashboard Tour

Payment Activity

Control Accounts

Filter by

• Statement
• Recent Activity
• All Transactions
• Custom
• Specific Date
• Date Range

Cards

Users

Resources

Business admin users

lost or stolen card

Users

Introduction

Dashboard Tour

Payment Activity

Search within the user list for specific users

Control Accounts

Cards

Users

Display based on all users, active users, or disabled users

Resources

View the Users Overview by clicking on the Users button

Resources

cardholder transactions

Resources

Introduction

Dashboard Tour

Payment Activity

Control Accounts

Cards

Users

Resources

Business admin users

Enter the passcode sent to your device. Then, add a new user by completing the required fields:

• Username
• Email
• Name
• Job Details

Lock/Unlock Card

What does BCM do?

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• View all business cardholders under a business
• Set up a new business cardholder
• Change demographic information
• Change limits
• Lock and unlock cards

• View all business transactions under a business
• View past 13 statements
• Make payments to control accounts or individual pay accounts
• Set travel strategies/notes
• Ability to export cardholder information

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Edit Cardholder