Access Online

Access® Online App User Guide 1. Getting Started Download and Install: Find the Access® Online app in your device’s app store and download it. Once installed, open the app to begin. Sign In: Enter your organization's short name, followed by your user ID and password. This will grant you secure access to your commercial card account. 2. Navigating the Dashboard Account Summary: After signing in, you'll land on the dashboard, where you can view an overview of all your accounts. Here, you’ll see: Account status (open or closed) Payment due dates Available credit Credit limit Account Balances: Review your current account balances to stay informed about your spending and remaining credit. 3. Managing Transactions Transaction History: Access your transaction history for the last 90 days. The app displays up to 99 recent transactions, showing details like post date and amount. View Payments and Purchases: Track all payments and purchases made within the selected period. Some transactions might not appear immediately, so check back if necessary. Manage Receipts: Attach, delete, or replace receipts for any transaction directly through the app. This feature helps with expense tracking and reporting. Dispute Transactions: For corporate card accounts, you can dispute any questionable transactions. Add comments to disputes for clarity and record-keeping. 4. Security Features Secure Login: Ensure your login credentials are secure. The app uses encryption and other security measures to protect your account data. Privacy Policy: Once you’ve entered your Organization Short Name, you can view the app’s privacy policy to understand how your data is protected. 5. Notifications and Alerts Payment Reminders: Set up alerts to remind you of upcoming payment due dates, helping you avoid late fees and maintain a healthy credit standing. Transaction Alerts: Receive notifications for any new transactions or disputes on your account, keeping you updated on all account activity. 6. Troubleshooting and Support Assistance: If you encounter any issues or need help with the app, contact customer support. U.S. Support: Call 877-887-9260 (Toll-free) or 701-461-2028. Canada Support: Call 877-332-7461 (Toll-free) or 416-306-3630. Carrier Charges: The app is free to download, but your mobile carrier may apply data usage charges. Check with your carrier for specific details. 7. Logging Out Sign Out: Always log out after using the app, especially on shared devices, to ensure your account remains secure. 8. Keeping the App Updated Update Regularly: Ensure you have the latest version of the app installed for optimal performance and access to new features.