End-to-End Overview (by steps)
Below, review the order of events, or steps to using virtual Cards. This will help your team to visualize the virtual Card experience as an admin/primary Card holder and spending team member.
End-to-End Overview (by role)
Below, review the action items to be taken by each team member from Card connection to spending. This will help your team better prepare to integrate virtual Cards. Ready? Let's gain an understanding of the goals/responsibilities...
As a Small Business funding cardholder:
- Connect your Small Business funding Card to Amex - via MYCA
- Issue virtual Cards to employees
As a Supervisor:
- Approve employees request to fund virtual Card (against a budget)
As an Employee (who was issued a virtual Card):
- Update your Neo1 profile to include a valid phone # and address
- Request a budget to fund the virtual Card
- Add virtual Card - to mobile wallet
- Make a purchase!