You can register for all four of our live webinars here: NextView Webinar Registration

You can reach out to Client Success Manager, Contact Support via chat in the app or by phone at 800-390-0606. Phone and chat hours of support are 7am to 7pm Central Time. Travel agent support is available 24/7.

We have a Program Administrator Learning Plan and a Cardholder Learning Plan.

Yes, we offer a large library of self-service videos on a variety of topics. Training On-Demand Videos

Virtual card information will be sent via mail in a regular envelope with all the information you need. You can also use the chat with us feature to get the card information, after a 24-hour waiting period.

Yes. This would be a Vendor Card. Vendor cards must have an expense assignee attached to the card data; however, it can be used by multiple individuals. The expense assignee is the person responsible for doing the expense report. For example, you could issue an IT card that includes “IT” after the cardholder’s name and have that cardholder collect receipts by email and enter or code them in the system.

There is no additional cost to add a managing account. Please contact us via chat or call 800-390-0606 to set up additional managing accounts.

It is strongly recommended, as even if they will not be submitting expenses, they will be able to get their statements and view transactions online.

You can set up a virtual card in the same way by selecting Virtual Card instead of Physical Card. Under Manage > Corporate Cards, select the option to create a card. When ordering cards, you can choose either a physical or virtual card for an employee card. Vendor cards are set up automatically as virtual cards. Watch Video

This depends on your organization’s preferred set-up. You can create one card for each vendor or use one card for multiple vendors. You can also name the card based on your preference, such as Purchase Card, Vendor Card, or Department Card.

Only Allow is the more restrictive control because it authorizes transactions only within the specified MCCs assigned to the account. Transactions from any other MCCs not explicitly allowed will be declined. For example, if you use Only Allow and specify MCCs for airlines, hotels, rental cars, and restaurants, the card can be used only at those merchant types. A transaction at any other merchant type, such as an office supply store, will be declined. By contrast, the Only Decline rule blocks only the Merchant Category Codes specified on the account. Transactions from all other MCCs will be authorized, assuming all other spending controls, such as the credit limit, are met.

The bank puts default controls at the managing account level to block card purchases at high-risk merchants such as gambling, gift cards, lotteries and casinos. If you are satisfied with those controls, you only need to enter a credit limit prior to clicking Create Card. You can also create and use a Preset to issue cards with the same controls for multiple individuals. This is a great time saver!

The transaction export is a .CSV file that can be saved as an .XLSX file.

Personal Rewards can only be redeemed for gift cards, but Company Rewards can also be redeemed for gift cards as well as booking travel.

Only Program Administrators can view Company Rewards. When reviewing the rewards section, make sure you select Company under Rewards rather than Personal.

You are referring to your rebate. The earn rate is available in your card contract. If you have questions about your current rebate earn rate, please contact your Relationship Manager.

Yes. You can set your preference in the Notification Center and receive notifications there or by email. You will receive the notification the day after the statement cycle closes. Click the bell icon to open Notifications, then select the gear icon to update your settings.

You have 30 days to pay the statement in full. Payment must be posted before the start of the next billing cycle. The billing cycle is 30 days, and your cycle date can fall anywhere between the 6th and the 27th of the month. You can view your statement cycle end date under Manage > Statements on the Managing Account tab.

You can set up autopay via Char or by calling 800-390-0606. Phone and chat hours of support are 7am to 7pm Central Time. If you need to make a one-time payment, go to the Manage menu > Click Payments > Click Make a Payment. If you have not yet set up your payment account, you will need to do that first. Video: How to view and make payments

The individual who can interact with the expense directly is the expense assignee or their delegate. Employees with Manager, Finance, and Administrator access can review and approve expense reports. They can also edit the expense assignee as needed. If you need to change who uploads receipts, set that person up as an employee. You will then be able to select them as an Expense Assignee on the Corporate Cards screen so they can upload receipts and manage the expense report. The Expense Assignee can be changed as often as needed. Video: Delegates - what are they and how do you set one up?

The expense assignee can edit it at any time, however once the expense report is submitted for approval, admins or approvers (for that employee) can also update the coding.

The platform includes some pre-set categories. You can edit or add categories as needed from the Expenses tile in Company Settings. Your CSM can also help you with this.

Yes, anyone within the approval hierarchy can see the transaction details.

Only one Expense Assignee can be assigned. However, the Assignee’s manager, Administrators, and users with the Finance Advanced Permission can also view the expense report. The Expense Assignee role is most useful when the employee submits expense reports and/or receipts. The Finance Admin role is generally intended for visibility and analytics.

The easiest way to do this is to make yourself a delegate for that cardholder. Another option would be to assign yourself as the Expense Assignee for those cards. Unless you will also be submitting the expense report, you’ll want to change the Expense Assignee back to the cardholder once you are done with uploading receipts.

Yes! As part of the expense management, users will be able to add reimbursable expenses, such as personal card use and mileage.

For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.