Account management > Card accounts > Create card account

Create card account

If you have been assigned the correct rights, you will be able to order new cards for existing employees.

To create a new card account:

1. Click the Account Management menu item on the Administration Overview screen.

   The Account Search window appears.

2. Click Search.
3. The Account Search results window appears.
4. Click Create New Card on the top right of the screen.

   The New Card Account Application window appears.

5. Complete the following, clicking Next after each step:
   • Cardholder – search and select an employee to be the cardholder.
   • Addresses – enter the cardholder's business, statement and home address details.
   • Account – enter the card account details.
   • Controls - enable and set rules for card controls.

You can also review your new card requests.

To review card creation requests:

1. Follow steps 1 - 3 above.
2. Click the View Card Creation Requests link on the top right of the screen.

   The Card Creation Requests screen appears.

Note: Every 24 hours at 12.05 (EST), the system checks the status of each request. Card creation requests that remain in the Submitted state for more than 24 hours are removed from the screen.