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How to Remove Funds from Multiple Cards

Removing funds from cards in a batch is quick and convenient.

How to Remove Funds from Multiple "Active" Cards:

  1. Log in to the Administrator Site
  2. Click the “Cards” tab
  3. Click "Search" on the blue bar
  4. In the dropdown on the Card Search page, select "Status"

    Remove_Funds_-_Multiple_10.png

    Select “Status” in the Card Search dropdown

  5. Select “Active” in the dropdown to the right of “Status”
  6. Click the green "Search" button at right

    Remove_Funds_-_Multiple_12.png

    Click the green “Search” button to search Active cardholders

  7. Check the boxes to the left of the names of the Active cardholders from whom you will remove funds
  8. Click the “Remove All Balances” button above the cardholder list

    Remove_Funds_-_Multiple_14.png

    Check the boxes to the left of the names of the cardholders from whom you are removing funds. Click “Remove All Balances” to remove the funds.

  9. Click the green “Submit” button in the confirmation dialogue box to confirm that you want to remove funds from the selected Active cardholders
  10. The funds will move back into your main PEX account

Remove_Funds_-_Multiple_24.png

Click the green “Submit” button in the confirmation dialogue box to remove funds from the selected Active cardholders

 

How to Remove Funds from Multiple "Blocked" Cards:

  1. Log into the Administrator Site
  2. Click the “Cards” tab
  3. Click "Search" on the blue bar
  4. In the dropdown, select "Status"
  5. Select "Blocked" in the dropdown to the right of Status
  6. Click the green "Search" button at right

    Remove_Funds_-_Multiple_18.png

    Click the green “Search” button to search Blocked cards

  7. Check the boxes to the left of the names of the Blocked cardholders from whom you want to remove funds
  8. Click the "Remove all Balances" button in the menu above

    Remove_Funds_-_Multiple_20.png

    Check the boxes next to the names of the cardholders from whom you are removing funds. Click “Remove All Balances.”

  9. Click the green “Submit” button in the dialogue box to confirm that you will remove funds from the selected Blocked cardholders
  10. The funds will move back into your main PEX account

Remove_Funds_-_Multiple_23.png

Click the green “Submit” button in the confirmation dialogue box 

 

You might find this article useful, if you would like to learn how to search cards based on certain criteria: "How to Search Cards"

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