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Find Your Statements and Autopay Reports
You can access both your account statements and autopay reports directly from your dashboard. While they live on the same page, they serve different purposes and are downloaded in different formats...
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Autopay Types and Benefits
Autopay helps you stay current on payments while earning enhanced cash back. You can choose the autopay schedule that works best for your business, each with different timing and rewards.Autopay op...
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Add Additional Cards
You can add additional cards for team members directly from your dashboard. Cards can be virtual, physical, or both, depending on how the user will spend.When you add additional cards, you can issu...
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Scan Receipts and Add Memos via SMS
You can scan receipts and add memos by texting them directly to us. This makes it easy to attach receipts and notes to transactions without logging into your dashboard. When you scan receipts or se...
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Reporting Fraud On Your Account
If you notice a suspicious or unauthorized transaction, contact us right away. Our team will take care of the investigation, file a dispute on your behalf, and issue a replacement card if needed.Ho...
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Redeeming Your Rewards
You can redeem your reward points directly from your account once they become available. Rewards are earned as you spend and become redeemable after your statement balance is paid.How to redeem you...
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Connect Your Card To QuickBooks
You can connect your card to QuickBooks to automatically sync transactions and simplify bookkeeping. Once connected, your card activity will appear directly in your QuickBooks account.What you can ...
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What is a Virtual Card
A virtual card is a digital card with a unique card number, expiration date, and CVV that you can use for online or phone purchases without needing a physical card.You can use your virtual card to ...
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How You Received Your Starting Credit Limit
Your initial credit limit is auto-approved during onboarding using program-level criteria and soft credit pulls, because we do not run hard credit pulls:Initial limits are capped at a predefined ma...
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Activate Your Credit Limit
You can activate your credit limit once your account setup is complete and your auto-payment method has been selected. Before your credit limit is activated, your account will have a a temporary $1...