Conferma Pay Online

Getting started with Conferma Pay Online

• Online Glossary Of Terms
• Account Access Levels in Conferma Pay Online
• Log in to Conferma Pay Online—First Time
• Language settings
• Log in to Conferma Pay Online—General
• Logging in with Multi Factor Authentication

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User Administration in Conferma Pay Online

• Search for a User in Conferma Pay Online
• Update a User in Conferma Pay Online
• Bulk Upload Users to Conferma Pay Online
• Manage Users in Conferma Pay Online
• Create a User in Conferma Pay Online

Card Management in Conferma Pay Online

• Card Pools in Conferma Pay Online
• Search Cards in Conferma Pay Online
• Create a New Card
• Retrieve Passenger Name Records in Conferma Pay Online
• Cancel and Amend a Card in Conferma Pay Online
• View Deployment Details

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Approvals in Conferma Pay Online

• Approval Workflows in Conferma Pay Online
• Dynamic Approval Workflow in Conferma Pay Online

Scheduled Reporting

• Scheduled Reporting

Data Lists and Custom Data Fields in Conferma Pay Online

• Data Lists in Conferma Pay Online
• Custom Data Field Templates in Conferma Pay Online

Communications in Conferma Pay Online

• Communications Hub in Conferma Pay Online
• Payment Communication in Conferma Pay Online

Cancelling cards

• Send cancellation faxes to hotels for cancelled Accommodation Deployments
• Option not to reduce the deployment amount to zero for cancelled cards

Creating cards

• Mandatory Fields format
• Communicating accommodation details
• Document Upload

Administration

• How to write Regular Expressions (RegEx)
• Change a User’s Memorable Word
• How do I make a card pool inactive?
• Card Pools with the Dynamic Workflow Data Lists
• Customers
• Configure Card Pool access and set credit limits

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Conferma Pay Banking Intelligence

• Introduction
• Where can I access the rule configuration?
• Rule Configuration
• How to Add a Rule
• Delete and Replace Rules
• Audit History and Prioritisation