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nameCorporate Payment Cards_14AUG2321AUG23.pdf

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Benefits and Need to Know

Benefits and Need to Know

Benefits

  • Require a user to give a reason why they are not using their assigned corporate card stored within their profile.

  • Corporate Payment cards can be configured based on group(s).

Need To Know

  • This is different between the Site Payment Card and Corporate Payment Card.

    • Site Pament Card

-

    • : Company Corporate card(s) configured at the site level, in which  the traveler will have the option or required to use.

    • Corporate Payment Card

-

    • : Individual Corporate cards stored at a user profile level, which a policy has been written around the use of the BIN number.

Note: For the configuration to work you will need to update the configurations under both  Corporate Payment Cards and Travel Policy. 

  • Client will need to provide the financial institutions BIN number, which is typically 6 to 8 digits as of 2022.

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Configure Corporate Payment Card

Process/Hints

Corporate Payment Card

  • From the Service tab,

click

  • select Corporate Payment Cards.

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    Click

    • Select Add a new payment card set.

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    • Corporate Payment Card Set Name: Enter name for set, you can enter simply Corporate Payment.

    • Card Name: Enter name to define card.

    • Card Type: Select card type.

    • Card Number: Enter BIN number provided by client.

    Click

    • Select Save.

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    Travel Policy

    • From the Service tab,

    click

    • select Travel Policy.

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    • Select Policy List.

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    • Select policy to be updated.

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    • Scroll down to Flight Payment Card Options, and select appropriate card from list.

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      Click

      • Select Save.

      Compliance Codes

      If you have a policy sent be sure to update compliance codes.  You may not have relevant codes which would apply to the customer.

      • From the Service tab, click on Compliance Codes.

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      • Validate verbiage is applicable, if not please update.

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      Final Steps

      • Assign the Corporate Payment Card to the appropriate Service Rules.  

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      • Commit Changes.

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      • Test to insure configure works as you expect.