Conferma Online

Getting Started with Online

• Log In - First Time
• Getting Started with Online
• Account Access Levels in Conferma Online
• Language settings
• Log in to Online - General
• Online Multi Factor Authentication (MFA)

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User Administration in Conferma Online

• Bulk Upload Users in Online
• Create a User in Online
• User Administration
• Manage Users in Online
• Search for a User in Online
• Edit a User in Online

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Creating Cards

• Creating a Generic Card in Online
• Creating an Accommodation Card in Online
• Creating an Air Card in Online
• Creating a Rail Card in Online
• Creating a Transportation Card in Online
• Creating a Service Fee Card in Online

Card Management

• Uploading Documents in Online
• Batch Deployments in Online
• Deployment Statuses
• Advanced Card Controls
• Cancel a Card
• Search Cards in Online

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Approvals

• Approval Workflows

Custom Data Fields

• Custom Data Fields
• How to Write Regular Expressions (RegEx)

Card Pool Settings

• Card Pool Settings

Communications Hub

• Communications Hub
• Payment Communications

Approvals

• Approvals
• Dynamic Approval Workflows
• Approval Sharing
• Approval Delegation

Cancelling cards

• Option not to reduce the deployment amount to zero for cancelled cards

Scheduled Reporting

• Scheduled Reporting

B2B Platform Connector

• B2B Platform Connector

Conferma Pay Banking Intelligence

• Introduction
• Where can I access the rule configuration?
• Rule Configuration
• How to Add a Rule
• Delete and Replace Rules
• Audit History and Prioritisation

Failover Protection

• Failover Protection

Orchestration in Conferma Online

• Orchestration
• Route Types in Orchestration