WEX CREDIT CARD ONLINE ACCESS SET UP

Transcription

1 WEX CREDIT CARD ONLINE ACCESS SET UP Each Wing will receive one log on - WGCAP, i.e. ALWGCAP. The log on ID and password will be ed to the Wing s designated POC. Additional logons can be requested from Jeanne Stone Hunter [email protected].

2 VERIFY CARDS Your cards were set up by pulling a list of all Wing vehicles from ORMS. Any Pending Retirement were not issued cards. Verify that all issued cards are for active vehicles and each vehicle has a card. To Access: To view existing cards, select Account Maintenance, Card, Change Search. Select Add to add cards and Terminate to delete cards.

3 ADD DRIVER - NAMES (MANDATORY) Hints Some ideas for creating a generic Driver Last Name include: COV Veh01001 WingHQ SquadronCC This step is REQUIRED prior to card use. Driver Last Name is required and First Name is optional. You can use the name of the Unit Transportation Officer, Commander, etc. or you may use a generic name to avoid time consuming updates when Unit personnel change.

4 ADD DRIVER - DRIVER ID (MANDATORY) Hints Determining a set numbering system can make it easy for members to remember the Driver ID. Some examples of Driver IDs include: This step is REQUIRED prior to card use. At least one Driver ID (aka PIN) is required per card and may be issued to an individual or shared or 9015 for COV for Alabama Bessemer Squadron whose unit is AL-087 and AL is Wing 01. A number the member chooses. The last four of the VIN (beware of duplicates). IDs are four numbers and cannot be duplicated.

5 DRIVER ID SET UP (MANDATORY) cont. All Wings have one Driver, Company ID, reassigned. The ID is the last four of the Wing s main phone number. Do not delete this ID. It can be used on any card if there is a problem with the assigned Driver ID.

6 DEPARTMENT SET UP (OPTIONAL) Hints Some ideas for departments include - City Name, i.e. Montgome (Montgomery exceeds the 8 digit limit) Squadron Name, i.e. Maxwell (Maxwell AFB Composite Squadron) AL-032 (squadron number) WingHQ This step is strictly optional. The field is limited to 8 characters. Using department as a location identifier makes it easy to track where each COV is assigned. To Access: Log in, select Account Maintenance, Department, Add.

7 ADDITIONAL VEHICLE INFORMATION (OPTIONAL) The only required fields for the Cards have already been set up by NHQ. Customer Vehicle ID with the COV s assigned unit number Profile Assignment Custom Control or WEX MX establish card usage limitations to the $500 per visit and $1,000 per month set under the NHQ Policy and OI You decide which, if any, additional fields you want to use. In this example, Capt Cain, the Alabama Wing Transportation Officer has added vehicle descriptions and VINS. To Access: Log in, select Account Maintenance, Card, Change, Search. Type directly into the field you want to change. Submit your changes before leaving the page.

8 FINDING EXISTING INFORMATION When navigating through WEX Online there is no list feature. To view existing Drivers, Departments or Cards select Change under the desired heading in Account Maintenance, leave the Filter fields empty (unless you want to use it) and click Search. **The dialog in red to the right of the Filters explains this too.**

9 INVOICES All Wings under the Civil Air Patrol master account have a billing cycle from the 16 th to 15 th. notifications generate on the 16 th and invoices are available for viewing and download. Access this step Log on, Invoices and Payment, View Invoice. The current invoice will appear as well as a drop down to allow viewing of past invoices. **Note the View Detail hyperlink which will take you to the billing breakdown and Excel download. Non-Fuel Purchases is a hyperlink for your maintenance charges.

10 BILLING DETAIL Download Results (left above the first line of billing detail) creates an Excel spreadsheet. Thirty-one fields of data provide details like date of service, card used, driver ID, vendor name, address, etc. This makes usage tracking very easy. Billing detail information is available for each billing cycle. Download your monthly billing detail when you retrieve your invoice. Verify that each charge is valid and that you have a receipt. The current billing cycle data is also available (before the Invoice is generated). Charges generally are reflected the day after they are incurred. Access this step From the Invoice screen (previous slide) select View Detail on the bottom right. From Home, Invoices and Payment, View Detail and select the correct billing period.

11 A FEWDON Ts Do not change spending Profiles. They have been set by NHQ and must remain. Do not request an address change through WEX Online. Ms. Hunter at with updates. Do not change any of the bank account or payment information. You may change your address and security questions in the Settings, Preferences but do not change any other info there.

12 CONTACT INFO Maintenance questions Gary Schneider ext 271. All credit card related questions Jeanne Stone Hunter ext 430.