EFS accounts

Follow these steps:

1. Click Select Program.
2. Choose Credit Management from the drop-down menu, then Available Credit from the fly-out menu.
3. On the Credit screen, select the contract for which you’d like to view the credit balance.
4. The credit info for the selected contract appears below.

Follow these steps:

1. Click Select Program.
2. Choose Credit Management from the drop-down menu, then Online Payments from the fly-out menu.
3. Set the desired Issuer ID, Bank Account #, and AR Number in the available menus.
4. Check the statement(s) you want to make payments for.
5. Select the date you want the payment to be made.
6. Enter and confirm an email address. This address will receive confirmation of payment.
7. Enter a note in the Comment field, if desired.
8. Click Authorize Payment and confirm the payment info.
   
   NOTE: To make any changes to your bank account numbers, please call customer assistance.

Follow these steps:

1. Click Select Program.
2. Choose Cash Advance from the drop-down menu.
3. Look up and select the card you want to assign. (See “Look up card”.)
4. In the Amount field, enter the amount you want to add to the card.
5. Add a reference number and note, if desired.
6. Click Add Cash. A confirmation displays.
7. To remove cash from the card, enter a value in the Amount field, then click Remove Cash. A confirmation displays.

Follow these steps:

1. Click Select Program.
2. Choose Money Codes from the drop-down menu, then Issue Money Code from the fly-out menu.
3. Under the Contract ID drop-down, choose the account from which the money code will be drawn.
4. In the Funded Amount field, enter the amount of the money code.
5. In the Issue To field, enter the payee—for example, the driver or merchant.
6. Complete the remaining fields, including Control Number, Driver ID, and Unit Number.
7. Click Issue Money Code. The money code information displays at the top of the screen.

A policy is a set of rules that govern how a group of cards behave, including where they can be used, and what products can be purchased.
To manage policies, follow these steps:

1. Click Select Program.
2. Choose Manage Policies from the drop-down menu, then Manage Policies from the fly-out menu.
3. On the Policy Management screen, you can edit existing policies or create new policies.
4. To edit a policy, select it in the Policy Number drop-down.
5. To create a new policy, click Policy Management in the top menu, then Create New Policy.
6. Enter a brief description of the new policy, then click Create.
7. The new policy will now appear in the Policy Number drop-down, allowing you to select and edit it.

Follow these steps:

1. Click Select Program.
2. Choose Manage Policies from the drop-down menu, then Manage Policies from the fly-out menu.
3. In the Policy Number menu, choose the policy that will receive the limit.
4. Click Limits in the top menu, then Update Limits. The current policy limits are displayed.
5. Click Add New Limit.
6. Choose the desired product in the Add Limit window, and click Next.
7. Enter the limit in the Amount field. For example, a gallon-per-transaction limit for a type of fuel.
8. In the Hours field, enter the number of hours that must pass after a transaction before the limit is refreshed. Or, click Auto Rollover, and choose the days of the week that you want the limit to refresh.
9. Click Finish. Any card assigned to this policy will be impacted by the change.

Prompts are the questions that the cardholder is asked at the point of sale.
To add new prompts, follow these steps:

1. Click Select Program.
2. Choose Manage Policies from the drop-down menu, then Manage Policies from the fly-out menu.
3. In the Policy Number menu, choose the policy that will receive the prompts.
4. Choose Prompts in the top menu, then Update Prompts. The Prompts Information section appears.
5. Click Add New Prompt.
6. In the Add Prompt screen, select the type of prompt you want, then click Next.
7. Set the Validation type, which determines how the prompt must be entered by the card user. For the tightest security, use Exact Match.
8. Click Next to complete the prompt.