Audience: Neo1 Admins | Primary Card Holder


Purpose

In this article, we'll learn how connect your Corporate card program and how to create virtual Cards,
a powerful tool for streamlining expense management.


Important: It is important to follow the below steps for a smooth experience. 
If you have any questions about these steps please reach out to our customer success team at [email protected].

 


Overview


Get prepared before connecting your Corporate card to issue virtual Cards


Step 1: In order to smoothly reconcile charges for virtual Cards on your monthly statement, and
not cause disruption to service, should an existing physical card be compromised we strongly
recommend you request a new physical plastic card or use an existing one solely for virtual cards 


If using an existing card, cease using it for regular transactions once designated



Important: Designate one physical plastic card to be used as the 'funding card' for issuing all virtual cards. 
This card can be issued in anyone's name, typically this is the Neo1 primary Admin.
All virtual cards act as supplementary cards under this 'funding card.'



Step 2: Once you have the card in hand, you'll create a MYCA login (American Express site,
Manage Your Card Account) - https://www.americanexpress.com/en-hk/account/login?inav=hk_utility_login


Neo1 requires that you log into the Amex MYCA site and choose which card you are selecting to
issue virtual cards against (thus, why you have to register your physical plastic card against MYCA
and then use those same login credentials when connecting in Neo1)



Connect & Configure

  • Start by logging in to your Neo1 account 
  • Once logged in, you'll be directed to the Neo1 dashboard
  • Go to settings and locate the Connect & Configure tile for virtual Cards





Tip: Please manage your pop-up blocker settings to allow popups to action next 
steps.


Validate your information

  • Confirm that you are authorized to establish this connection
  • Confirm your business contact information
  • Confirm that you have credentials for My Account 




Connect to Card Account

You'll now be prompted to be redirected to the login page (screen will be a pop-up) 

  • Enter your login credentials - User ID and password - for My Account
  • Click on login 




Enroll & Authorize  

Now you are ready to enroll and authorize the your Card for virtual Cards. 


  • Select the Card you want to enroll
  • Enter a nickname for your account
  • Enter the three digit security code 
  • Read and agree to the terms and conditions 
  • Click on enroll and authorize



Issue virtual Cards

  • Select the users you want to issue virtual Cards (all users are selected by default)

Confirm your selections and proceed.    


Tips: Until you approve budget funding requests, virtual Cards can't be used as they have no funds assigned. 
This removes the usual risk associated with issuing cards to all employees.

An email will be sent to selected users to alert them of assignment, so only issue Cards to active users. 
You can request virtual Cards for additional users at a later date once you are ready to invite them to the platform.



Set visual spend monitoring


  • Setup spend limit and notifications for virtual Cards. This helps to visually monitor spend across your program and alert when thresholds are reached.



Check for Cards not processed 

  • Your newly created virtual card will be displayed in the "Virtual Cards" section 
  • Click on the Card to access its details and update as necessary to finalize Card processing



Conclusion

Congratulations, you've successfully created a virtual Card on the Neo1 platform. This virtual Card can now be used for controlled and secure expense management.  To receive the transactions for your physical and virtual cards for Corporate Card accounts, please follow the next steps below to request a transaction data feed.



Tips: 

        Remember to keep your virtual Card details secure. 

        Regularly review transactions to monitor expenses and stay within your spending limit. 

        Take advantage of any reporting or analytics features provided by Neo1 to gain insights into your spending patterns


Next Steps: Connect your Corporate card for a transaction feed from your card issuer directly into Neo1