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Mobile App - Overview (Cardholder)

The PEX Mobile App

Cardholders can perform key tasks quickly and easily using the PEX Mobile App.

There are PEX Mobile Apps for Android and for iOS devices.

With the Apps, cardholders can:

  • Check card balances
  • Request funds
  • Attach receipts to transactions
  • Review transactions
  • See the Spend Rules that govern the card
  • Edit or change the cardholder's username, password, and email address
  • Call Customer Support from the app

Download the Mobile App (Android and iOS):

  • 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

Mobile_App_Overview_1.png

Click the “Account” icon to see the card balance

Please Note:

  • Not all businesses allow cardholders to check their card balances
  • 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”

    Request_Funds_-_Mobile_3.png

    Click “Account.” 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

    Request_Funds_-_Mobile_1.png

    Enter amount of request. Add note if desired. Click “Request.”

  7. The submitted request is shown as “Pending” until the Administrator fulfills it

Request_Funds_-_Mobile_2.png

The submitted request is shown as “Pending”

 

How to Upload a Receipt:

Cardholders can attach an image of a receipt to a transaction record, using the PEX mobile app.

To Attach a Receipt to a Transaction Record:

  1. Take a picture of the receipt
  2. Locate the transaction
  3. Attach the image and upload it – one file per transaction

While uploading the image of the receipt, the PEX system will verify:

  1. That the image format is supported by the system:
    • .PNG
    • .JPG
  2. That the file contains no malware or computer viruses
  3. That the file is not corrupted
  4. That the file is smaller than 10 MB

How to Upload a Receipt When Your Phone is Connected to the Internet (Option 1):

  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

    iOS_Receipt_6.png

    Click on the transaction to which you want to attach 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

      iOS_Receipt_6a.png

      Click on the "+" sign (Android) or the Receipt icon (iOS) to attach a receipt to the transaction record

  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

      iOS_Receipt_7.png

      Take a picture of the receipt with the phone’s camera, or upload an image of the receipt from the image Gallery

  7. Upload the image of the receipt to PEX
    • You can add a Note to the Transaction record

How to Upload a Receipt When Your Phone is Not Connected to the Internet (Option 2):

  1. Take a photograph of the receipt with your phone’s camera
    • Note: You cannot log in to the PEX app when you are offline
  2. Log in to the PEX Mobile App when you are online again
  3. Find the transaction you want
  4. Click on it to see the Transaction Details
  5. Click the Receipt icon at the bottom of the screen

    iOS_Receipt_6a.png

    Click the Receipt icon (iOS) or the "+" (Android)

  6. Select the image of the receipt you want from the Receipt Source “Gallery”

    iOS_Receipt_8.png

    When you are online, upload the image of the receipt from the Receipt Source “Gallery”

  7. Attach the image of the receipt to the transaction
    • Note: The only transactions that will appear here are transactions without receipts, and transactions with a receipt where the status is “Rejected”
  8. Upload the image of the receipt to PEX
    • You can add a Note to the transaction record

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

    Transcton_note_mobile_a.png

    Click on the “Transactions” icon. Click on the transaction.

  4. Click on the “Note” icon

    Transcton_note_mobile_1.png

    Click on the “Note” icon

  5. Write the note
  6. Click “Done”

    Transcton_note_mobile_2.png

    Click “Done” after writing the Note

  7. The Note is added to the Transaction Details

Transcton_note_mobile_3.png

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

Review_Transactions_Mobile_1.png

Click the “Transactions” icon to see transactions by month

 

How to See Spend Rules:

  1. Log in to the Mobile App
  2. Click the “Spend Rules” icon at the bottom of the screen to see the card’s permissions, e.g.:
    • International Use
    • Card-not-present Use
    • Authorized Merchant Categories
    • Spend Limits by Merchant Category (if any)

Spend_Rules_Mobile_1.png

Click “Spend Rules” icon to see spending permissions

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”

    Change_username_mobile_1.png

    Click “Settings” icon. Click “Account Settings.”

  4. Click “Edit” after Username

    Change_username_mobile_2.png

    Click “Edit” after Username

  5. Enter current password
  6. Enter and re-enter new Username
  7. Click “Save” to confirm the changes

Change_username_mobile_3.png

Enter your current password. Enter and re-enter the new Username. Click “Save.”

 

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”

    Change_password_mobile_1.png

    Click “Settings” icon. Click “Account Settings”

  4. Click “Edit” after Password

    Change_password_mobile_2.png

    Click “Edit”

  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

Change_password_mobile_3.png

Enter the current password. Enter and re-enter the new password. Click “Save.”

 

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”

    Change_email_address_mobile_1.png

    Click “Settings.” Click “Account Settings.”

  4. Click “Edit” after Email

    Change_email_address_mobile_2.png

    Click “Edit” after Email

  5. Enter your new email address
  6. Click the green “Save” button to confirm the change

Change_email_address_mobile_3.png

Enter email address. Click “Save.”

 

How to Call Customer Support:

  1. Log into the Mobile App
  2. Click the “Settings” icon
  3. Click “Support”

    Support_mobile_1.png

    Click “Settings.” Click “Support.”

  4. Click “OK” to call PEX Customer Support

Support_mobile_2.png

Click “OK” to call PEX Customer Support

 

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