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Creating a New Card in Online

Lisa Cook
Updated

You can create cards from the Conferma Online dashboard.

Conferma Online allows you to create cards using six different spend types. Each spend type requests specific information relevant to the purchase.

Note

Cards expire at 11:59pm on the 'Charge to' date.

  1. Click New card to create a new card deployment.

  2. Select a spend type.

    Create_New_Card_Conferma_1.png

The spend types are:

You must select a Card Pool when creating a new card. Multi type Card Pools can be used across all spend types, whereas single type Card Pools can only be used with their respective spend type.

Note

If 6 or more digits are entered as the Charge amount a warning prompt will be triggered for the user to check that the value is correct.

Charge_amount_prompt.png

Card Deployment

When the card is deployed, a unique reference number and card deployment ID are issued and displayed.

All details entered on the previous page will be displayed with an image of the virtual card containing the full 16-digit card number, expiry date and CVV number.

Card_Deployment_Info_Screen_Conferma.png

Payment details can be communicated to the supplier via secure email if required. Enter the supplier reference and recipient email address in the payment communication section and click Submit to generate the communication.

A secure email containing the payment and virtual card details will be sent to the supplier email address entered.

Card_Deployment_Conferma_2.png

Copy Card

You can copy an existing deployment. This allows you to replicate a deployment quickly and efficiently by carrying across all the deployment details from the existing deployment, except for any uploaded documents.

  1. From an existing deployment, click More and then click Copy card.

    Card_Deployment_Conferma_3.png

  2. All deployment data from the original card is copied across into a new deployment form. You can edit any required fields before creating the deployment. Documents from the original deployment are not copied across to the new deployment.

    Note

    If you copy a card with charge dates ending in the past, you can edit the charge dates before creating the card. If you do not edit the charge dates, they will default to a one day charge period, starting on the day you created the card.

  3. Click Get card to create the new deployment.

 

Cards Pending Approval

For cards pending approval, you will be able to see:

  • The name/s of the Approver/s that are required to approve the deployment.

  • The Approver/s contact details (email and/or telephone number).

  • The Requested Amount and Charge Dates of the deployment.

Pending_Approval_Conferma.png
 

Approved or Rejected Cards

For cards that have been approved or rejected you will be able to see:

  • The name/s of the Approver/s that approved or rejected the deployment.

  • The Approver/s contact details (email and/or telephone number).

  • The date that the deployment was approved or rejected.

Approval_Approved_Conferma.png
 
 

Attach File

When creating a card you can attach a document from your device in either DOCX, PDF, JPG, or PNG format. This could be a copy of a quote, purchase order, invoice or approval email.

  1. Click Attach file.

    Attach_File_Conferma_1.png

  2. Click Choose files and select a file from your device.

    Attach_File_Conferma_2.png

  3. Once selected, click Upload file.

 

Advanced Card Control

You can add advanced card controls to an individual deployment. You can use an advanced card control template to automatically configure controls, or set the controls per deployment.

Attach_File_Conferma_1.png

Once set, click Apply controls.

ACC_Conferma_6.png
 

Card Pool Settings

Click Card Pool settings to view the Card Pool details.

Card_Pool_Setting_Deployment_Conferma_1.png

  • Card Pool

  • Card scheme

  • Card provider

  • Currency

  • Billing address

  • Telephone

  • Fax

 
 

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