In the Corporate Cards > Accounts and admin menu, you can gain insights about your company‘s corporate card usage, as well as manage individual cards where you need to change the setup after ordering the card.

After selecting your entity in the Company dropdown list and specifying the Bank account, you‘ll see the following features:

As a card admin, you can order new company cards when they‘re required.

By clicking the Actions button, you can see additional card settings that lets you look up the account associated with the cards, change notifications, access statements, and view terminated cards.

Here, you can view details of the account associated with your cards. You can use these details to manage account funding.

Here you can determine the company address for your cards and determine behavior for notifications. All card accounts must have a default company address for shipping and reporting purposes.

You can activate a notification service to inform you or other card admins when account balance runs low. More precisely, you can configure the threshold of when the notification should be sent as well as define the recipients of the email.

You can download a PDF statement with transaction and account movement information, which enables you to perform a reconciliation of account information and transactions.

Statements are generated on a monthly basis, on the third of each month. For example, the June statement is available on 3 July. They contain the following information:

Here you can find a list of all cards that have been terminated 30 days ago or longer and that don‘t have any open transactions.

Next to each card, the Status of the card is visible. Possible card statuses are:

Below the general account information is an overview of all company cards linked to the specified account. You can view additional information about a card by clicking on it in the overview.

This opens a side panel, which contains detailed information about the card, including the card number, card holder, card type, currency, creation date, available amount, reservations, and current spend. You can view actions performed on the card in the card history.

When a card displays the status Active, you can manage several card settings from this window.

The card alias is a name that is used to identify the card more easily in Yokoy. It‘s not sent to the card manufacturer or saved by the card provider; it is solely handled by Yokoy.

In contrast, the card name is the embossing name, meaning the name that is sent to the card manufacturer and is ultimately printed on the card. In Yokoy, this name is shown on the card visual.

Here you can choose the limit for the card:

Here you can choose to automatically freeze a card for the cardholder when there are too many unmatched transactions. Cardholders must submit all expenses associated with the card transactions in order to unfreeze their card.

For physical cards, you can choose to allow or prevent cardholders from making ATM withdrawals with their Yokoy Platinum Visa card by turning on or off the Enable ATM cash withdrawals option. This option is not available for virtual cards since they cannot be used in an ATM.

You can limit the purposes you want cardholders to use your cards by activating the corresponding merchant categories. A merchant category determines the type of goods or services provided by the business.

Yokoy lets you restrict purchases to these categories:

Any payments for categories that are not on this list are declined. You can choose to allow all or some of these categories, as required.

Freezing the card temporarily stops new transactions from being made on the card. Cards can easily be frozen and unfrozen again. Cardholders can also freeze their own cards. A frozen card can always be unfrozen by the card admin. You can choose to allow or block the cardholder from unfreezing the card themselves.

If you click More actions, you can choose to report the card as lost or stolen or terminate the card.

Terminating the card permanently stops new transactions from being made on the card. Card termination is not reversible. Only card admins can terminate a card. Cardholders can report a card as lost or stolen.

If an employee has left or is leaving the company, you can terminate all cards associated with them in a single click by selecting the checkbox Terminate all cards belonging to this employee. A message displays the number of cards associated with that cardholder.

Reporting a card as lost or stolen means that the existing card number is flagged as lost or stolen to prevent unauthorized transactions and a new card with a different card number is issued and sent to your company address in the case of physical cards. When you flag a card as lost or stolen, the cardholder is notified. If the cardholder marks a card as lost or stolen, you as card admin are notified.

When a card displays the status Draft, you can choose to cancel the card order, provided it has not already been activated or shipped (in the case of physical cards). If the card has been activated, you must terminate the card to prevent it from being used.