- Check card balances
- Request funds
- Attach receipts to transactions
- Review transactions
- Edit or change the cardholder’s username, password, and email address
- Call Customer Support from the app
- Download the iOS App from the App Store
- Download the Android App from the Google Play Store
- The download is free but carrier data rates may apply
- To take advantage of the latest features in the PEX mobile app, a mobile device or operating system upgrade may be required
- If you experience difficulties with the app, uninstall it and then reinstall it, to ensure that the latest version is in use
How to Log In to the Mobile App:
1
Enter the username and password that you use for the Cardholder Site
2
Click “Login”
3
If you do not already have a PEX username and password, then click “First Time Login” on the Mobile App home screen and follow the directions
- If you are unable to create a Cardholder User Account, please check with your business administrator
How to Check Your Card Balance:
1
Log into the Mobile App
2
Click the “Account” icon at the bottom of the screen
3
The card balance appears on the first screen
- Your business administrator can also tell you your card balance
How to Request Funds:
1
Log in to the Mobile App
2
Click the “Account” icon at the bottom of the screen
3
Click “Requests”
4
Enter the amount of your request
5
Add a Note if desired
6
Click “Request” in the blue bar to submit your request
7
The submitted request is shown as “Pending” until the Administrator fulfills it
How to Upload a Receipt using the Mobile App:
Note:Users can upload a receipt in real time when they are connected to the internet (with the camera function), or save a photo to their image gallery and upload the photo at a later time when they have internet access.
1
Log in to the PEX Mobile App
2
Click on the “Transactions” icon at the bottom of the screen
3
Navigate to the cardholder transaction list
4
Click on the correct merchant transaction for the receipt
5
Click the “Add Receipt” button
- In Android, it is a green plus sign (”+”)
- In iOS, it is an icon of a receipt
6
There are two ways to attach the receipt image to the transaction (you can crop or rotate the image before you upload it):
- Take a photo of the receipt with the camera
- Use an image of the receipt that’s already in your image Gallery
7
Upload the image of the receipt to PEX.
- That the image format is supported by the system:
- .PNG
- .JPG
- That the file contains no malware or computer viruses
- That the file is not corrupted
- That the file is smaller than 10 MB
How to Add Notes to a Transaction:
1
Log in to the Mobile App
2
Click on the “Transactions” icon
3
Click on the transaction
4
Click on the “Note” icon
5
Write the note
6
Click “Done”
7
The Note is added to the Transaction Details
How to Review Transactions:
1
Log in to the Mobile App
2
Click the “Transactions” icon at the bottom of the screen
3
See transactions by month for the last 12 months
How to Edit or Change Your Username:
1
Log in to the Mobile App
2
Click the “Settings” icon at the bottom of the screen
3
Click “Account Settings”
4
Click “Edit” after Username
5
Enter current password
6
Enter and re-enter new Username
7
Click “Save” to confirm the changes
How to Edit or Change Your Password:
1
Log in to the Mobile App
2
Click the “Settings” icon at the bottom of the screen
3
Click “Account Settings”
4
Click “Edit” after Password
5
Enter the current password
6
Enter and re-enter the new password
- Follow the system requirements
7
Click the “Save” button to confirm the new password
How to Edit or Change Your Email Address:
1
Log in to the Mobile App
2
Click the “Settings” icon at the bottom of the screen
3
Click “Account Settings”
4
Click “Edit” after Email
5
Enter your new email address
6
Click the green “Save” button to confirm the change
How to Call Customer Support:
1
Log into the Mobile App
2
Click the “Settings” icon
3
Click “Support”
4
Click “OK” to call PEX Customer Support