Accounts - CAP

Accounts - CAP

Managing your accounts

The Accounts section is where you can manage your corporate accounts. 

Adding an account 

To add a new account:

  1. Click on the Add button.

  2. Enter the account details and set up the account:

    Enabled/ Disabled: Click to enable or disable the account.
    Company Name: Enter the company’s display name.
    Login Email: Enter the email address the account user can log in with.
    Virtual Card Client ID: This allows you to add a virtual credit card ID.
    Office Notes: Add any notes for this account.
    Invoice Mode: Click to change the invoice mode.
    Cab Exchange Identifier: Enter the company’s identifier code from their corporate account.

  3. Then click to Add the new account.

Note: An account activation email will be sent to the email address associated with the newly created account.

Editing an account

To edit an account:

  1. Simply Double-click on an account you have added.
  2. Then make any required changes and click Save.

Note: From here you can also access the account profile, resend the activation email, and delete the account if needed.

Filtering

To filter your accounts:

  1. Type into the Filter Accounts field, or click on the Enabled / Disabled buttons. 

Exporting

To export your accounts:

  1. Click on the Table dropdown and then Export.
  2. Set your export options and then click Export. 
  3. Your accounts will now be exported to a .csv file. 

Printing

To print your accounts:

  1. Click on the Table dropdown and then Print.
  2. Set your print options and then click Print. 
  3. You can now print your accounts.