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Download Your Transactions as a CSV
You can download your credit card transactions as a CSV file directly from your dashboard. This is useful for bookkeeping, reconciliation, and importing data into accounting software.How to downloa...
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Activate Your Physical Card
For security reasons, your physical card is inactive while it’s in transit. Once your card arrives, you’ll need to activate it in your dashboard before you can begin using it.How to activate your p...
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Set Up Your Business Mastercard
Welcome! This guide walks you through everything you need to complete your account setup and start using your card — from activating your credit line to managing cards and syncing with QuickBooks.M...
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Add a Bookkeeper to Your Account
You can add a bookkeeper to your account by inviting them as a team member with admin access and no card privileges. This allows them to view transactions and reports without the ability to spend.H...
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How Do My Dues Get Settled
Dues coverage is a one-time promotional benefit offered when you open a new account with us. Coverage is applied according to the terms of your association’s program.How it worksDues coverage is av...