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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...
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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...