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Fuel Cards & Drivers

Fleet Management: How to Add a New Card
 video

Follow these steps:

  1. Click Fleet Manager, then Add Vehicle/Asset Card.
  2. Under Vehicle/Asset Information, enter the requested info for the vehicle or asset.
  3. Under Card Information, select the desired authorization profile for the new card.
  4. Under Card Shipping Method, select how you want the new card delivered.
  5. Under Card Shipping Information, enter the shipping info for the new card.
  6. Click Apply to complete the order.

Fleet Management: How to Change Fuel Card’s Status
 video

To deactivate a lost card, follow these steps:

  1. Click Fleet Manager, then View Cards.
  2. On the View Card screen, find the card you want to change.
  3. Click the card’s Select button, and choose Change Status. The Card Details screen appears.
  4. In the New Status menu, select the desired status. If a card is lost, consider choosing Suspended first—this way, it’s easy to reactivate the card if it’s found. If you choose Terminated, the card is deactivated permanently.
  5. Click Apply to save the change.

Fleet Management: How to Reissue a Fuel Card
 video

To order replacement cards, follow these steps:

  1. Click Fleet Manager, then View Cards.
  2. On the View Card screen, find the card you want to reorder.
  3. On the Reissue Card screen, select a reason for reordering the card. For example, if it was lost, damaged, or stolen.
  4. Select your shipping method.
  5. Click Apply to place the order.

Fleet Management: How to Add a New Driver
 video

Follow these steps:

  1. Click Fleet Manager, then Add Driver.
  2. On the Add Driver screen, enter the requested info for the new driver.
  3. Click Add.

How to Change a Driver’s Status
 video

If a driver stops working for you temporarily or permanently, follow these steps:

  1. Click Fleet Manager, then View Driver.
  2. On the View Driver screen, locate the driver you want to change.
  3. Click the driver’s Select button, then choose Change Status.
  4. On the Change Status screen, select the desired item from the New Status menu.
  5. Click Apply.

How to View Driver Transactions
 video

To see a driver’s transactions over a 30-day period, follow these steps:

  1. Click Fleet Manager, then View Driver.
  2. On the View Driver screen, locate the driver you want to change.
  3. Click the driver’s Select button, then choose View Transactions.
  4. The full details of every transaction in the period are shown.
  5. Export this info to a CSV or Excel file.

Billing & Payments

Fleet Management: How to View Invoices
 video

Follow these steps:

  1. Click Fleet Manager, then View Invoices.
  2. The most recent invoice displays. Scroll down to access past invoices.
  3. To find a specific invoice, use the Advanced Search Filter.
  4. To view or download any invoice, click its Select button and choose the desired option.
  5. You can also export the list of invoices to a CSV or Excel file.

Fleet Management: How to Choose Paperless Billing
 video

Follow these steps:

  1. On the home page, click the Go Paperless icon.
  2. Choose your active account, then click Next.
  3. A grid appears that lists your active reports. To receive any report electronically, turn off its Paper Delivery option. To go completely paperless, turn them all off.
  4. Click Submit.
  5. Moving forward, you will receive an email telling you when your invoices and reports are available for download. You can always view these reports online.

How to Make Online Payments
 video

Follow these steps:

  1. On the home screen, click Pay Now.
  2. If it’s the first time clicking this button, you’ll be asked to enter your bank account number and bank routing number.
  3. Click Apply to save the changes.
  4. Once set up, clicking Pay Now brings you to the Make Payment page.
  5. Schedule a payment date, choose the account you want to use, and confirm the payment amount.
  6. Click Apply to complete the payment.

Controls & Reports

Fleet Management: How to Authorize Profiles
 video

The cards you receive will contain one of two profiles—Fuel Only, or Custom Control. To see which is assigned to your cards, follow these steps:

  1. Click Fleet Manager, then View Auth Profiles.
  2. Click the name of a profile to view the details.

How to Use Exception Reports
 video

Exception reports help you spot unusual spending transactions that may be outside your company’s policies. They highlight any transaction that goes outside the established spending limits.


Fleet Management: How to Use Ad Hoc Reports
 video

To create an instant exceptions report, follow these steps:

  1. Click Reports, then Exceptions (under Ad Hoc Reports).
  2. Select your account, then click Next.
  3. On the Ad Hoc Reporting page, you can create a detailed search to monitor any kind of fleet spending, including by date, driver, card, vehicle, merchants, products, and department.
  4. You can also choose from a number of common exemptions—like quantity, fuel grade, multiple daily purchases, and more—then sort and display the report however you like.
  5. Click Finish to create the report.

 

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