Conferma Pay Control is a card access management tool that includes basic functionality to support a Corporate Administrator to send cards to active users and perform basic updates. The card management functionality is not intended to replicate Conferma Pay Online.
A Corporate Administrator can navigate to Team Members and view cards created by them or for them.
Importantly, in Conferma Pay Control, no Card Holder Data (CHD) data is visible to support payment. Only the last four digits of the card is displayed to the Corporate Administrator. This reduces exposure of the card details to those who do not need it.
If the Corporate Administrator would like to know the details and has access to Conferma Pay Online, they can use the Deployment ID displayed on screen to view in Conferma Pay Online.
When viewing a card, the corporate administrator can see the following details:
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Overview
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Created By—the name of the user that created the virtual card and the date it was created.
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Deployment ID—the unique ID generated by Conferma Pay when a virtual card is created.
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Status—the status of the Deployment:
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Active = card can be charged;
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Cancelled = Deployment has been cancelled;
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Expired = the card is no longer active for billing.
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Recipient
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Email—the Team Member email address the card was sent to.
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Team—the Team name that the Team Member belongs to.
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Card Details
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Name—the supplier name or trip name the card was generated to pay.
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Total Amount—the amount and currency the card was created for.
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This amount does not include any preconfigured tolerances applied to the request amount.
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Validity—the activation period start and end date for the card.
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Last Four Digits—the last four digits of the card.
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Request Reason—any free text notes entered by the user to add further context to the card's issuance.
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Custom Data Fields
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List of the captured CDFs label and values during card creation.
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When viewing a card in Conferma Pay Control, a Corporate Administrator can update any card that has been created, whether created by them, a Team Member, Team Admin or another Corporate Administrator.
Cards can only be edited in Conferma Pay Control if their deactivation date is in the past.
Two action options are presented at the bottom of the View Card screen:
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Edit—update the payment controls and associated card data. The card type drives what type of data can be edited, whether it is an eCommerce card or Digital Wallet card.
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Cancel Card / Revoke Card —changes the card status to Cancelled, hiding the card details to the end user and blocking the card from further authorisations (card issuer dependent).
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Digital Wallet Tokens
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eCommerce Card Actions |
Digital Wallet Card Actions |
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You can cancel a card in Conferma Pay Control a card by using Cancel Card or Revoke Pass on the View Card page. When you cancel a card, the status of the Deployment will change from Active to Cancelled.
If a Digital Wallet card is being cancelled, any associated Digital Wallet tokens will also be terminated.
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As a Corporate Administrator, you can search for cards using the search function on the Conferma Pay Control Home screen.
You can search based on:
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Team—a dropdown of Teams.
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Deployment ID—an explicit Deployment ID.
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User Email—the email address of a Team Member.
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Date Range—the creation date of the card.
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Supplier— supplier name.
The results will only display cards that have been created via Conferma Pay Control or the Conferma Pay App. For broader access to Deployments, you will need access to Conferma Pay Online.
Your search results will appear below the search form.
You can edit the following parameters for eCommerce cards in Conferma Pay Control:
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Date Range—when the card can be used for authorisation.
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Total Amount + Currency Code—the fixed amount the card can be billed for
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Note
If the currency code is set to a differing value from the virtual card account billing currency, Conferma Pay will perform an exchange based on today's foreign exchange rate before requesting a card from the Card Issuer. The foreign exchange rates are retrieved daily from XE.com.
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Notes—the contextual notes provided to the end user for the purchase.
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Custom Data Fields—any Custom Data Fields associated to the Team and card.
Once an eCommerce card is created, it is not possible to change the Supplier Name. This is fixed as eCommerce cards are intended to be used at a single merchant.
You can edit the following Digital Wallet card parameters in Conferma Pay Control:
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Name—the trip name.
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Date Range—when the card can be used for authorisation.
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Total Amount—toggles between an exact amount or per diem value:
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Exact Amount
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Total Amount—the free typed credit limit that should be applied to the card, irrelevant of activation period.
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Per Diem
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Total Amount—a calculated credit limit based on the number of days the card is active multiplied by the Team per diem configuration value.
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Notes—the contextual notes provided to the end user for the purchase.
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Custom Data Fields—any Custom Data Fields associated to the Team and card.
