Managing Corporate Card Programs
The Card Programs screen displays the details of every corporate card program added to your organization's Abacus account, including Card Program Name, Card Program Type, Connection Date, Last Updated Date and Statement Cycle (where applicable).
Click the gear to access the Company Settings screen, then click Card Programs.
Depending on the type of card program connected, you will see some or all of the options listed below when you click the three dots button to the right of the program name.
Stop Syncing
This feature temporarily stops the syncing of new transactions for an entire card program. The program and all of its current transactions will still be visible and available to expense.
Click Freeze Connection to stop syncing new transactions.
Rename
Administrators may change the name of any card program in Abacus, ensuring that you can easily adapt program names to match evolving needs, branding changes, or organizational restructuring.
Enter the new Card Name and click Save.
Delete Program
This option will allow you to remove the entire card program from Abacus, including all associated card data and transactions. This is useful for removing programs that are no longer in use or relevant.
- Note that previously submitted expenses from this card program will not be removed from your Abacus account.
Click Delete Card Program.
Manage Cards
This option allows you to assign cards to users, unassign them when necessary, and view canceled and deleted cards.
The User drop-down menu allows you to select the user you wish to assign or unassign. Click the red trash button to delete a card and unassign it. Then click Save.
Bulk Skip
The Manage Card Program screen also allows you to reset transactions by clicking Bulk Skip.
This enables you to skip all transactions through a specified date for your selected cards.
Select the Deactivation Date, then check the boxes next to the relevant users. Scroll to the bottom, and click Save.
Upload Transactions
For card programs that rely on statement uploads, select Upload Transactions to bulk-upload transaction data into Abacus
Click Choose A File or drag and drop the file into the upload area to upload a statement from your card provider.
- Uploads must be properly formatted .csv or .ofx files. Click About Format to learn more or Download Template to access a properly formatted sample template.
Add Cards
Admins may use the Add Cards option to invite team members to independently add their corporate cards to Abacus by providing their individual card credentials. This simplifies the card registration process for users, ensuring that they can easily link their cards to their Abacus profiles and facilitating seamless expense reporting and tracking.
Use the drop-down to select the names of all team members who hold a corporate card, then click Add Cards.
Your team members will receive a prompt to connect their card the next time they log in to Abacus.
When they get this message, users can click Connect Your Corporate Card, which will take them to a page where they can enter their corporate card login credentials to connect their card.
Once users have added their corporate cards, the cards will appear in the personal accounts of the employees who have been assigned a card, and you will be able to view all card activity on the Team Cards page.
New Card
This feature allows administrators to easily create and distribute new Emburse Cards. See Managing Your Emburse Card Program as an Admin for details on creating new cards.
Edit Statement Start Day
Admins can set the statement start day to align with accounting or reporting requirements. This is useful for filtering and organizing transactions within Abacus.
Once you select Edit Statment Start Day from the three-dots menu, the Start Day drop-down will appear in the Current Statement Cycle column. Use it to select the desired day that statements will start in Abacus.