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Account management

Account Management is the area of the system used to manage card accounts. A card account integrates Spend Dynamics with a third-party credit card issuer and is mapped to an employee who is given a physical credit card. The first time a card account's details are uploaded from an issuer's data feed into Spend Dynamics, the system isn't able to automatically map it to an employee within your organization. As a result, you need to manually map the account in the system. This mapping can also be achieved by using the card mapping (CM) interface file.

You access account management functionality by selecting Administration > Overview > Account Management from the main menu. Depending on what administration rights you have been granted, you will be able to map accounts to employees, view and maintain account details, suspend/reactivate accounts, delegate accounts, delete unmapped accounts, and create virtual accounts.

In this chapter

Search for account

Map account to employee

Unmap employee from account

Card accounts

Delegate account

Delete account