Business Card Management

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Business Card Management

EMPLOYEE USER GUIDE

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.

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

DASHBOARD - ACCOUNT SUMMARY

Why Business Card Management? (BCM)

+ Info

• 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

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

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

The due date is visible on this page.

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

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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

Introduction

dashboard - all cards

Dashboard - Account Summary

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

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

Use the search function to look up a specific cardholder

Information at a quick glance:

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

View all the cardholders on the account

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

dashboard - account summary

add a cardholder

Dashboard - All Cards

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.

Admin is required to complete the cardholder detail fields

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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

dashboard - all cards

make a payment

Add a New Cardholder

• Due Date
• Custom Date

Specify the payment date:

Add or edit payment accounts

• Control Accounts
• Indvidual Pay Accounts

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

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

Select a payment amount:

Select payment frequency:

Payments can be made to either:

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

add a new cardholder

Payment activity

Make a Payment

Dynamic headers will appear here to sort payment information

Search history based on keyword or amount

View posted, scheduled, and cancelled payments

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

make a payment

View statements

Payment Activity

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

You can view and print PDF statements!

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

View statements for users who are enrolled in eStatements

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

payment activity

View Statements Continued

View Statements

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

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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

View statements

Control accounts

View Statements Continued

View all associated control accounts by clicking this button.

Use the search function to look up specific accounts

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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

View statements

cardholder profile

Control Accounts

View the card status here:

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

Apply travel notes here if needed:

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

View information specific to a cardholder such as:

• Address
• Credit limit
• Current and available balances

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

control accounts

Replacement card

Cardholder Profile

Card condition options:

• Damaged cards
• Card malfunction

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

Admin can order replacement card on behalf of the cardholder

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

cardholder profile

Lost or stolen card

Replacement 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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

replacement card

cardholder transactions

Lost or Stolen Card

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

Additional transaction details can be viewed:

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

Filter by

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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

lost or stolen card

Business admin users

Cardholder Transactions

Search within the user list for specific users

View the Users Overview by clicking on the Users button

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

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

cardholder transactions

Resources

Users

Resources

Users

Cards

Control Accounts

Payment Activity

Dashboard Tour

Introduction

Business admin users

Resources

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?

• 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

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

Uses timelines to tell stories.

Shows data in graphs.

Is a suitable color for the topic.

Edit Cardholder