View/edit card account

If a certain implementation option is enabled for your company, you can edit credit card details (eg, credit limit, transaction limit, expiration date) in the Account Management area of the system. If the option is disabled, the card details are read-only.

Note: Editing a card's details in the system does not alter the physical card account at the card issuer's end. You still need to advise the issuer (by whatever means they require) of the change and await the next issuer upload to confirm the update.

To view/edit a card account in the system:

1. From the main menu, select Administration > Overview > Account Management.

   The Account Search window appears.

2. Use the search criteria defined in the Search for account procedure to narrow the search for the account you want.
3. Click Search.

   The Account Search screen appears.

4. Click the account issuer's name to access the details of the accounts.

   The Account Search screen will display the accounts that meet your search criteria.

5. Click to the right of the account name.

   The View & Maintain Account Details window appears, defaulting to the Account Details tab.

6. Edit the account using the following field descriptions:

   Credit Limit. The maximum balance permitted for the account (across all billing periods).

   Transaction Limit. The maximum amount allowed per transaction for the account.

   Spend Limit. The spending limit permitted per billing period for the account (maximum value that can be added to the card in a given billing cycle).

   Cash Limit. The maximum amount of cash advance that can be charged to the account on a billing cycle basis.

   Active Date. The date the card was created by the account issuer.

   Expiration Date. The date the card is set up to expire.

   Close Date. The date the card was cancelled (if this occurred before the expiration date).

7. Click Save.

To view/edit a card account in the system and at the card issuer:

If card management functionality is enabled for your company (your card issuer allows online card servicing), and you have the relevant administration rights, you can change the details of cards set up in the system and at the card issuer. When you are assigned the card management administration rights, links appear on the Account Detail tab of the View & Maintain Account Details window. Click the relevant link on the Account Detail tab, make the change and click Save. The system automatically interacts with the card issuer (via web service calls) to update the card.