ADVANCED CARD CONTROLS
Applying Advanced Card Controls allows you to restrict the card usage where required. You can apply controls including: monthly budget, merchant controls to limit which types of merchant can charge the card, and the maximum number of times a supplier can use a virtual card.
Approval workflows are useful if you want all virtual card requests for supplier payments exceeding a certain threshold to be subject to approval by one or multiple line Approvers before a virtual card can be created. It is possible to have a one or two-tiered approval workflow, depending on your preference.
A Card Pool is a virtual card account containing the virtual card numbers.
CARD POOL GROUP
A Card Pool Group contains one or more Card Pools. Each user must be assigned to a Card Pool Group in order to access Card Pools.
Conferma Settlement Plan – The name given to the process of card deployments. CSP deploys virtual card accounts that settle procurement orders in a simple, secure, and controlled process
This is Conferma’s solution to be able to communicate the virtual card bill back payment instruction to Hotels via a secure email process. More information can be found at
CUSTOM DATA FIELD
A data field captured during deployment creation. This can be customised to the client's needs and is usually used to capture unique customer data such as cost centres, departments, or account numbers.
A Deployment ID is generated for each virtual card that is created.
The current status of the deployment. Possible statuses include: Pending, Cancelled, Active, Open to Spend.
A document is a file or image of the invoice/folio that has been provided by a supplier.
Documents should be considered to be separate to Invoices. Attaching a document to a transaction will not reconcile the transaction
In the airline and travel industries, a passenger name record (PNR) is a record in the database of a computer reservation system (CRS) that contains the itinerary for a passenger, or a group of passengers travelling together.
When transactions in the current period are cut then the transactions are moved from the current period into a statement. The statement in SNAP should match the statement with your banking provider.
The Supplier Name is the name of the supplier that the virtual card has been provided to. This is taken from the deployment details
A record of an actual charge to the virtual card that has been received by the bank. The transaction value represents a charge on your virtual card account processed by a supplier.
CONFERMA PAY APP
The Conferma Pay App is a mobile application that allows travelers to access their virtual credit card number (VCN) which has been allocated by Conferma to pay for corporate travel accommodation.
Use type refers to the expenditure type available on the deployment. This is determined by the type of card account. Available use types include: Hotel, Generic, Air, MultiType
Virtual Card Number