Navigating the Virtual Card Portal

Descriptions of the available tabs in the Virtual Card Portal navigation.

Customer Management

Users - This is where you can view, create and manage the users who have access to your virtual card account.

Payments

Virtual Cards - A list of all existing virtual cards, and where you can create a new card.

Caches - This is a list of all currencies that you have added to your account, including their status and number of cards available or in-use.

Balance Instruments - This shows the funds you have available in your account for each of your active currencies.

Reports

For each of the report options, you can filter or export to csv.

Card Activity - All transactions that have taken place on any of the virtual cards in your account.

Funding Account Activity - This is a list of funds into and out of your account.

Non-Zero Card Balances - A list of all active cards with funds available.