Vanessa
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Recent activity by Vanessa-
How to add a memo and missing receipts to a transaction [admin]
Admin users can filter the transactions with missing receipts and upload them directly from their dashboard. 1. Log on to https://app.businesscards.bankwithchoice.com.2. Navigate to the Transaction...
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How to set up automatic payments
Admin users can set up automatic payments for each billing cycle. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the side menu, click on your company name, then choose Company Set...
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How to manually sync transactions in the account [admin]
1. Log on to https://app.businesscards.bankwithchoice.com.2. In the Dashboard, click the Transactions tab in the sidebar.3. Click either one of the tabs (Pending & Cleared, Declined, and Refunded) ...
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How to make a payment manually
Admin users have the option to make payments manually for each billing cycle. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the Dashboard, click Make Payment found on the right si...
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How to add a bank account for ACH payments
Admin users can add their bank account for ACH payments directly from their dashboard. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the Dashboard, click Make Payment found on the...
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How to view monthly billing statements
Admin users have access to the monthly billing statements. 1. Log on to https://app.businesscards.bankwithchoice.com.2. Navigate to the Statements page found on the side menu. 3. Click the download...
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How do I update my Choice Bank Axis Card account password? [admin]
Admin users can update their password online through their Choice Bank Axis Card account. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the side menu, click on your company name, ...
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How do I update my Choice Bank Axis Card account profile? [admin]
Admin users can update their phone number, date of birth, and billing address through their Choice Bank Axis Card account at any time. 1. Log on to https://app.businesscards.bankwithchoice.com.2. O...
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How to Connect to QuickBooks Online
The Choice Bank Axis Card expense management platform offers a real-time, bi-directional integration with QuickBooks Online. You can pull in data such as your chart of accounts, locations, custome...
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How to delegate account access [admin]
Admin users have the option to delegate access to their Choice Bank Axis Card account to other users. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the side menu, click on your co...