Business Card Management
Kasey Hedstrom
Created on November 20, 2024
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Transcript
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.
EMPLOYEE USER GUIDE
Business Card Management
start
Introduction
- 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
+ Info
Why Business Card Management? (BCM)
DASHBOARD - ACCOUNT SUMMARY
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
Dashboard - Account Summary
dashboard - all cards
Introduction
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
In the Accounts Summary, you can view the current account balance.
You can also check a cardholder's available credit in the Accounts Summary.
The due date is visible on this page.
You can follow the step-by-step guide by clicking Show Me to further familiarize with this part of the system.
Follow the shortcuts listed in the Accounts Summary to: Make a payment View statements
Dashboard - All Cards
add a cardholder
dashboard - account summary
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
View all the cardholders on the account
Information at a quick glance:
- Last four digits of the card number
- Credit limit
- Available limit
- Account type
Use the search function to look up a specific cardholder
On this screen, you have the option export or print the cardholder list
You can also conveniently add a new cardholder on this screen. We'll learn how to add a cardholder next!
Add a New Cardholder
make a payment
dashboard - all cards
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
You can conveniently add a new cardholder from the All Cards section on the Dashboard
Admin is required to complete the cardholder detail fields
The administrator may establish the credit limit of the card in accordance with the company's limit approved by the Credit Union.
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
Make a Payment
Payment activity
5
2
add a new cardholder
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
1
Payments can be made to either:
Select payment frequency:
3
Select a payment amount:
- One-time payment
- Automatic payments
- Edit or cancel existing automatic payments
- Current balance
- Statement balance
- Minimum due
- Create a custom amount
- Control Accounts
- Indvidual Pay Accounts
4
Add or edit payment accounts
2
Specify the payment date:
- Due Date
- Custom Date
Payment Activity
View statements
make a payment
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
View posted, scheduled, and cancelled payments
Search history based on keyword or amount
Dynamic headers will appear here to sort payment information
View Statements
View Statements Continued
payment activity
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
View statements for users who are enrolled in eStatements
Check the cardholder's status here to see if they're enrolled in eStatements
You can view and print PDF statements!
Use the Search function to find a specific cardholder's statement.
View Statements Continued
Control accounts
View statements
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
Click the icon to open a PDF. You have the option to save or print.
Click the blue link to view the eStatement if the user is enrolled
Control Accounts
Use the search function to search for a specific account
cardholder profile
View statements
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
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
Use the search function to look up specific accounts
View all associated control accounts by clicking this button.
Cardholder Profile
Use the search function to search for a specific account
Replacement card
control accounts
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
View information specific to a cardholder such as:
- Address
- Credit limit
- Current and available balances
Apply travel notes here if needed:
- Fraud Strategies
- Domestic travel - 75
- International travel - 51
View the card status here:
- Status
- Credit limit
- Current balance
- Available credit
- Balance due
- Minimum due
Replacement Card
Use the search function to search for a specific account
Lost or stolen card
cardholder profile
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
Admin can order replacement card on behalf of the cardholder
Confirm card information and click submit to request the replacement card.
Card condition options:
- Damaged cards
- Card malfunction
Lost or Stolen Card
Use the search function to search for a specific account
cardholder transactions
replacement card
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
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
Cardholder Transactions
Use the search function to search for a specific account
Business admin users
lost or stolen card
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
Filter by
- Statement
- Recent Activity
- All Transactions
- Custom
- Specific Date
- Date Range
Additional transaction details can be viewed:
- Approval Code
- Decline Code
- Reference Number
- POS Entry Mode
You have the option to export or print the transaction list by clicking Export.
Users
Use the search function to search for a specific account
Resources
cardholder transactions
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
Display based on all users, active users, or disabled users
View the Users Overview by clicking on the Users button
Search within the user list for specific users
Resources
Use the search function to search for a specific account
Business admin users
Introduction
Dashboard Tour
Payment Activity
Control Accounts
Cards
Users
Resources
Enter the passcode sent to your device. Then, add a new user by completing the required fields:
- Username
- Name
- Job Details
Lock/Unlock Card
Is a suitable color for the topic.
Shows data in graphs.
Uses timelines to tell stories.
- 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
What does BCM do?
Edit Cardholder