# PEX Support

> Official PEX Help Center. Guides and answers for PEX cardholders, business administrators, and developers — including card activation, account funding, spending controls, integrations, and the PEX API.

## Docs

- [1099 Tax Creation](https://support.pexcard.com/administrator-guide/1099-tax-creation.md): Issue & submit a free 1099-NEC form directly to the IRS and State via our partner, 1-800 Accountant.
- [About Split Transactions and Partial Authorizations](https://support.pexcard.com/administrator-guide/about-split-transactions-and-partial-authorizations.md): Understand how split transactions and partial authorizations let cardholders pay part of a purchase with a PEX card when funds are limited.
- [Accessibility Standards](https://support.pexcard.com/administrator-guide/accessibility-standards.md): Learn how PEX aligns with the US Revised Section 508 accessibility standards and how to request our Voluntary Product Accessibility Template (VPAT).
- [Account Funding](https://support.pexcard.com/administrator-guide/account-funding.md): Prepaid accounts must be funded from an external bank account before they can be used. Understand the difference between ACH debit and credit funding, or how to use wire transfers to fund your account.
- [Accounting Software Connector Troubleshooting](https://support.pexcard.com/administrator-guide/accounting-software-connector-troubleshooting.md): Troubleshoot marketplace connector apps: purchase sync, transfers, duplicate sync notes, tag setup, and support contacts.
- [Adding a Bank Account](https://support.pexcard.com/administrator-guide/adding-a-bank-account.md): You can add a business bank account to your PEX account in order to transfer money between the two accounts.
- [Adding a PEX Card to a Digital Wallet (Admin Guide)](https://support.pexcard.com/administrator-guide/adding-a-pex-card-to-a-digital-wallet-admin-guide.md): Manage whether your cardholders can add PEX cards to Apple Pay, Google Pay, or Samsung Pay, and understand the security controls available to administrators.
- [Adding an External Bank Account](https://support.pexcard.com/administrator-guide/adding-an-external-bank-account.md): You can add a business bank account to your PEX account in order to transfer money between the two accounts.
- [Adding notes to a card transaction (mobile app)](https://support.pexcard.com/administrator-guide/adding-notes-to-a-card-transaction-mobile-app.md): Administrators can add Transaction Notes to cardholder transactions, which is a good way to record the details of those transactions (e.g., P.O. number, project name, event, special circumstances).
- [Adding PEX to your QuickBooks™️ Desktop account](https://support.pexcard.com/administrator-guide/adding-pex-to-your-quickbooks-desktop-account.md): First, manually create an account in the QuickBooks chart of accounts. Since PEX and our partner bank cannot be sourced from the list of popular banks located from your QuickBooks account, completing this step will allow you to successfully import data.
- [Administrator Guide](https://support.pexcard.com/administrator-guide/administrator-guide.md): Start here for guides on managing cards, transactions, funding, tags, receipts, integrations, and other administrator workflows in PEX.
- [Administrator Site](https://support.pexcard.com/administrator-guide/administrator-site.md): Explore tasks you can complete from the PEX administrator dashboard, from inviting cardholders to setting spending limits and managing merchant categories.
- [Advanced Features](https://support.pexcard.com/administrator-guide/advanced-features.md): Explore advanced PEX capabilities, including linked accounts and sub-accounts and corporate single sign-on via SAML 2.0.
- [Allowing cardholders to participate in approval workflows](https://support.pexcard.com/administrator-guide/allowing-cardholders-to-participate-in-approval-workflows.md): Sometimes, you may not want to make your employees admins or give them access to business information. With the approval policy functionality, you can now assign cardholders as managers so they can review and approve items according to your approval policy rules.
- [Aplos vendor card creation](https://support.pexcard.com/administrator-guide/aplos-vendor-card-creation.md): Generate PEX vendor cards from your vendor list (called "contacts" in Aplos). You can save 1% on vendor spend with a PEX Vendor Card.
- [Approving a card unblocking request](https://support.pexcard.com/administrator-guide/approving-a-card-unblocking-request.md): Control the card activation process for your cardholders using the PEX 'Card Unblocking' feature. Once enabled, all cards will automatically be blocked after users register them, and users must submit unblocking requests for approval.
- [Approving and Paying a Reimbursement Request](https://support.pexcard.com/administrator-guide/approving-and-paying-a-reimbursement-request.md): As an admin user with the 'Approve/reject reimbursement' permission, you can review and approve or reject reimbursement requests.
- [Apps & Other Integrations](https://support.pexcard.com/administrator-guide/apps-and-other-integrations.md): Customize your PEX experience with apps and other tools. Add functionality, automate workflows and enrich data.
- [Auditing PEX Requests (Reporting on PEX Requests)](https://support.pexcard.com/administrator-guide/auditing-pex-requests-reporting-on-pex-requests.md): Run the Request Funding report or Cardholder Funding report to audit pending, approved, rejected, and canceled cardholder funding requests.
- [Auto Enforcer](https://support.pexcard.com/administrator-guide/auto-enforcer.md): Auto Enforcer is a productivity app that allows Admins to create rules that can temporarily block cards until a cardholder completes the necessary actions like uploading receipts, tagging a transaction, or adding notes.
- [Auto-Switch Vendor Cards](https://support.pexcard.com/administrator-guide/autoswitch-vendor-cards.md): Use Auto-Switch to update PEX vendor card details directly with supported vendors like Google Workspace, avoiding manual changes and payment failures.
- [Available Reports and Monthly Statements on Prepaid & Disburse Programs](https://support.pexcard.com/administrator-guide/available-reports-and-monthly-statements-on-prepaid--disburse-programs.md): PEX offers numerous reports (in HTML, CSV, PDF, and some custom formats), either on demand or on preset schedules.
- [Can I Fund the PEX Account Using Bill Pay](https://support.pexcard.com/administrator-guide/can-i-fund-the-pex-account-using-bill-pay.md): At this time PEX does not offer Bill Pay funding. If this feature is of interest to you, please let us know! You can email us at adminsupport@pexcard.com.
- [Can I Use My PEX Card with Visa Savings Edge?](https://support.pexcard.com/administrator-guide/can-i-use-my-pex-card-with-visa-savings-edge.md): Enroll your PEX cards in Visa Savings Edge to earn automatic discounts on qualifying purchases at participating merchants.
- [Can I Withdraw Cash using a PEX Card?](https://support.pexcard.com/administrator-guide/can-i-withdraw-cash-using-a-pex-card.md): The PEX Card is a Business Prepaid Card. There is **no** cash access.
- [Card Statuses: Inactive, Active, Blocked, and Closed on All Programs](https://support.pexcard.com/administrator-guide/card-statuses-inactive-active-blocked-and-closed-on-all-programs.md): Understand the Inactive, Active, Blocked, and Closed PEX card statuses, what each allows, and how to view or change a card's current status.
- [Card Transactions](https://support.pexcard.com/administrator-guide/card-transactions.md): Browse guides on PEX card transactions, including pending and forced-post transactions, disputes, declines, returns, cash withdrawals, and car rentals.
- [Changing the Statement Start Date on All Programs](https://support.pexcard.com/administrator-guide/changing-the-statement-start-date-on-all-programs.md): If your accounting processes use a date other than the first of the month, you can change your PEX statement start date to match that process.
- [Checking the status of PEX services](https://support.pexcard.com/administrator-guide/checking-the-status-of-pex-services.md): Check the real-time operational status of PEX services, including the API and web dashboard, on the PEX status page.
- [Compromised card notice (all programs)](https://support.pexcard.com/administrator-guide/compromised-card-notice-all-programs.md): Learn what happens when Visa or Mastercard flags one of your PEX cards as potentially compromised, including replacement timing and notification details.
- [Configuring multi-level approval policies](https://support.pexcard.com/administrator-guide/configuring-multilevel-approval-policies.md): Build multi-level approval workflows in PEX using approval groups and custom rules based on amount thresholds, cardholder groups, and tag values.
- [Connector for Blackbaud (Charge)](https://support.pexcard.com/administrator-guide/connector-for-blackbaud-charge.md): Auto-sync purchases, bill payments, fees, rebates, reimbursements and receipt images from PEX into Blackbaud Financial Edge NXT, ensuring your data is clean, accurate and up to date. Map Blackbaud fields such as Account, Class, Project, Grants, etc. to PEX tags.
- [Connector for Blackbaud (Prepaid)](https://support.pexcard.com/administrator-guide/connector-for-blackbaud-prepaid.md): Auto-sync purchases, transfers, fees, rebates, reimbursements and receipt images from PEX into Blackbaud Financial Edge NXT, ensuring your data is clean, accurate and up to date. Map Blackbaud fields such as Account, Class, Project, Grants, etc. to PEX tags.
- [Connector for CMiC](https://support.pexcard.com/administrator-guide/connector-for-cmic.md): Auto-sync purchases and receipt images from PEX into CMiC. Map Job/Dept/Eqp., Cost Code/Account/Category, Cost Type/Tran Code, and other CMiC fields to PEX tags.
- [Connector for Google Drive](https://support.pexcard.com/administrator-guide/connector-for-google-drive.md): The Connector for Google Drive allows users to download and sync receipts in a structured hierarchy directly to their Google Drive.
- [Connector for GreenSlate](https://support.pexcard.com/administrator-guide/connector-for-greenslate.md): Still don't have account with PEX? Follow this [link](https://start.pexcard.com/get-started) to sign up.
- [Connector for Microsoft Dynamics 365](https://support.pexcard.com/administrator-guide/connector-for-microsoft-dynamics-365.md): Auto-sync purchases, transfers, fees, rebates and receipt images from PEX into Microsoft Dynamics 365 Business Central, ensuring your data is clean, accurate and up to date. Map Dynamics 365 fields such as Accounts, Vendors, Classes, Departments and Locations to PEX tags. Custom fields are also supp…
- [Connector for Microsoft Dynamics 365 (Prepaid)](https://support.pexcard.com/administrator-guide/connector-for-microsoft-dynamics-365-prepaid.md): Auto-sync purchases, transfers, fees, rebates and receipt images from PEX into Microsoft Dynamics 365 Business Central, ensuring your data is clean, accurate and up to date. Map Dynamics 365 fields such as Accounts, Vendors, Classes, Departments and Locations to PEX tags. Custom fields are also supp…
- [Connector for NetSuite (Charge)](https://support.pexcard.com/administrator-guide/connector-for-netsuite-charge.md): Auto-sync purchases, bill payments, fees, rebates and receipt images from PEX into NetSuite, ensuring your data is clean, accurate and up to date. Map NetSuite fields such as Accounts, Vendors, Classes, Departments and Locations to PEX tags. Custom fields are also supported. Rece
- [Connector for NetSuite (Prepaid)](https://support.pexcard.com/administrator-guide/connector-for-netsuite-prepaid.md): Auto-sync purchases, transfers, fees, rebates and receipt images from PEX into NetSuite, ensuring your data is clean, accurate and up to date. Map NetSuite fields such as Accounts, Vendors, Classes, Departments and Locations to PEX tags. Custom fields are also supported. Receipt
- [Connector for SAP Concur Professional](https://support.pexcard.com/administrator-guide/connector-for-sap-concur-professional.md): PEX and SAP Concur have joined forces to make managing and reconciling expenses easier than ever. Connect PEX’s corporate card transactions to SAP Concur for simplified spend management.
- [Connector for SAP Concur Standard](https://support.pexcard.com/administrator-guide/connector-for-sap-concur-standard.md): PEX and SAP Concur have joined forces to make managing and reconciling expenses easier than ever. Connect PEX’s corporate card transactions to SAP Concur for simplified spend management.
- [Contact Administrator Support](https://support.pexcard.com/administrator-guide/contact-administrator-support.md): Reach PEX Administrator Support by phone, email, or through the PEX mobile app, including hours of operation for each channel.
- [Corporate SSO via SAML 2.0](https://support.pexcard.com/administrator-guide/corporate-sso-via-saml-20.md): Single Sign On (SSO) allows users to sign into multiple applications using an identity provider login. PEX supports this functionality via the Security Assertion Markup Language (SAML 2.0) open standard.
- [Create PEX tags for Blackbaud](https://support.pexcard.com/administrator-guide/create-pex-tags-for-blackbaud.md): PEX Tag manager is your one stop shop to sync Blackbaud fields with PEX tags. Each PEX tag corresponds to a Blackbaud field. The connector can auto pull in your accounts, funds, departments, etc. from Blackbaud, so you don’t have to add them manually in PEX.
- [Create PEX tags for CMiC](https://support.pexcard.com/administrator-guide/create-pex-tags-for-cmic.md): PEX Tag manager is your one stop shop to sync CMiC fields with PEX tags. Each PEX tag corresponds to a CMiC field. The connector can auto pull in your Job/Dept/Eqp., Cost Code/Account/Category, Cost Type/Tran Code from CMiC, so you don’t have to add them manually in PEX.
- [Create PEX tags for GreenSlate](https://support.pexcard.com/administrator-guide/create-pex-tags-for-greenslate.md): PEX Tag manager is your one stop shop to sync GreenSlate fields with PEX tags. Each PEX tag corresponds to a GreenSlate field. The connector can auto pull in your projects, accounts, episodes, locations, etc. from GreenSlate, so you don’t have to add them manually in PEX.
- [Create PEX tags for Microsoft Dynamics 365](https://support.pexcard.com/administrator-guide/create-pex-tags-for-microsoft-dynamics-365.md): PEX Tag Manager is your one-stop shop to sync Dynamics 365 fields with PEX tags. Each PEX tag corresponds to a Dynamics 365 field. The connector can pull in your expense accounts, vendors, tax rates, classes, departments, locations, customers, and more from Dynamics 365, so you don't have to add the…
- [Create PEX tags for NetSuite](https://support.pexcard.com/administrator-guide/create-pex-tags-for-netsuite.md): PEX Tag manager is your one stop shop to sync NetSuite fields with PEX tags. Each PEX tag corresponds to a NetSuite field. The connector can auto pull in your accounts, classes, locations, etc. from NetSuite, so you don’t have to add them manually in PEX.
- [Create PEX tags for QuickBooks Desktop](https://support.pexcard.com/administrator-guide/create-pex-tags-for-quickbooks-desktop.md): Import expense accounts, items, classes, and customer jobs from QuickBooks Desktop into PEX Tag Manager so transactions sync back with the correct coding.
- [Create PEX tags for QuickBooks Online](https://support.pexcard.com/administrator-guide/create-pex-tags-for-quickbooks-online.md): PEX Tag manager is your one stop shop to sync QuickBooks Online fields with PEX tags. Each PEX tag corresponds to a QuickBooks Online field. The connector can auto pull in your expense categories, classes, customers, etc. from QuickBooks, so you don’t have to add them manually in PEX. Once they’re i…
- [Create PEX tags for Sage Intacct](https://support.pexcard.com/administrator-guide/create-pex-tags-for-sage-intacct.md): PEX Tag manager is your one stop shop to sync Sage Intacct fields with PEX tags. Each PEX tag corresponds to a Sage Intacct field. The connector can auto pull in your expense accounts, classes, customers, projects and more, so you don’t have to add them manually in PEX.
- [Create PEX tags for Xero](https://support.pexcard.com/administrator-guide/create-pex-tags-for-xero.md): PEX Tag manager is your one stop shop to sync Xero fields with PEX tags. Each PEX tag corresponds to a Xero field. The connector can auto pull in your accounts, expense types, offices, etc. from Xero, so you don’t have to add them manually in PEX.
- [Create Tags for Exporter app](https://support.pexcard.com/administrator-guide/create-tags-for-exporter-app.md): If your **PEX** source is set to **Tag**, create a corresponding tag in Tag Manager. For example, if the Account field is mapped to PEX source - Tag:
- [Creating a Custom Merchant Category](https://support.pexcard.com/administrator-guide/creating-a-custom-merchant-category.md): Create a custom merchant category from Business Settings to control exactly which types of merchants your cardholders can spend with.
- [Creating Departments](https://support.pexcard.com/administrator-guide/creating-departments.md): Welcome to PEX! This guide walks you through setting up departments. By the end of this article, you'll have a clear structure for organizing your cardholders by department, controlling spend at the department level, and automating expense coding to streamline reconciliation.
- [Creating Merchant Allow & Deny Lists](https://support.pexcard.com/administrator-guide/creating-merchant-allow-deny-lists.md): Merchant deny list / allow lists are tools you can use on the PEX platform to further manage your organization's spending. If your organization has specific rules related to allowed merchants, creating merchant lists can provide a flexible solution to two primary use cases:
- [Creating Virtual Cards](https://support.pexcard.com/administrator-guide/creating-virtual-cards.md): Issue PEX Team Member and Vendor virtual cards for online-only purchases, without waiting for plastic cards to ship.
- [Deleting a Custom Merchant Category](https://support.pexcard.com/administrator-guide/deleting-a-custom-merchant-category.md): Custom merchant categories are currently available with [selected plans](https://www.pexcard.com/pricing?utm_source=support).
- [Deleting a Tag](https://support.pexcard.com/administrator-guide/deleting-a-tag.md): Remove a PEX tag you no longer need from Tag Manager, or disable it instead to preserve historical tag data.
- [Does PEX offer Virtual Cards?](https://support.pexcard.com/administrator-guide/does-pex-offer-virtual-cards.md): Understand how PEX defines virtual, ghost, and digital cards, and which options are available to your business through the dashboard or API.
- [Editing a Card Order](https://support.pexcard.com/administrator-guide/editing-a-card-order.md): Please proceed to close the card on the dashboard with these steps the same day the order was placed and create a new card order.
- [Editing Custom Merchant Categories](https://support.pexcard.com/administrator-guide/editing-custom-merchant-categories.md): Custom Merchant Categories are currently available with [selected plans](https://www.pexcard.com/pricing?utm_source=support).
- [Email bills to PEX](https://support.pexcard.com/administrator-guide/email-bills-to-pex.md): You can email invoices and bills directly to PEX for automatic processing. PEX uses AI to extract vendor details, amounts, and due dates from your emailed documents, then converts them into bill payment requests.
- [Email Receipt Reminder](https://support.pexcard.com/administrator-guide/email-receipt-reminder.md): Save time each month closing your books by sending a customizable email reminder to Cardholders who have not uploaded a receipt.
- [Enable Sage Intacct settings for PEX sync](https://support.pexcard.com/administrator-guide/enable-sage-intacct-settings-for-pex-sync.md): Enable Sage Intacct settings for PEX sync: document numbering, sender ID, web services user, and general ledger.
- [Enabling and Disabling Tags](https://support.pexcard.com/administrator-guide/enabling-and-disabling-tags.md): Enable or disable PEX tags from Tag Manager so cardholders only see the tags that are currently relevant to your business.
- [Enabling Notifications for PEX Requests](https://support.pexcard.com/administrator-guide/enabling-notifications-for-pex-requests.md): Opt in to email or mobile push notifications so administrators know as soon as cardholders create or cancel funding, reimbursement, and other PEX Requests.
- [Enabling Receipt Reminders for Cardholders](https://support.pexcard.com/administrator-guide/enabling-receipt-reminders-for-cardholders.md): Turn on automatic push notifications that remind cardholders to upload missing receipts shortly after their transactions settle.
- [Enabling SMS Multi-Factor Authentication on All Programs](https://support.pexcard.com/administrator-guide/enabling-sms-multifactor-authentication-on-all-programs.md): PEX offers Multi-Factor Authentication (MFA) to protect your account by sending you a one-time secure access code to use at login. If your organization has MFA enabled, you will be able to opt in to receive your secure access code via email or text/SMS. If you would prefer to receive your access cod…
- [Expanded attachment storage](https://support.pexcard.com/administrator-guide/expanded-attachment-storage.md): Expanded Attachment Storage allows Cardholders and Admins to upload Business Attachments like invoices, purchase orders, and receipts directly to your PEX account for secure, centralized storage.
- [Expense Envelopes for Admin](https://support.pexcard.com/administrator-guide/expense-envelopes-for-admin.md): Expense Envelopes allow you to convert PEX transactions and receipt images to review cardholder transactions.
- [Exporter for Acumatica](https://support.pexcard.com/administrator-guide/exporter-for-acumatica.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Bloomerang](https://support.pexcard.com/administrator-guide/exporter-for-bloomerang.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Daxko Accounting](https://support.pexcard.com/administrator-guide/exporter-for-daxko-accounting.md): Convert PEX transactions into a Daxko Accounting compatible format for faster expense reporting within your accounting system. This application is for non-profits, YMCA's, Boys & Girls clubs, JCC's and more who use Daxko Accounting.
- [Exporter for Foundation Software](https://support.pexcard.com/administrator-guide/exporter-for-foundation-software.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for FundEasy](https://support.pexcard.com/administrator-guide/exporter-for-fundeasy.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for MIP](https://support.pexcard.com/administrator-guide/exporter-for-mip.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Parish Soft](https://support.pexcard.com/administrator-guide/exporter-for-parish-soft.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for PowerChurch](https://support.pexcard.com/administrator-guide/exporter-for-powerchurch.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Sage 100](https://support.pexcard.com/administrator-guide/exporter-for-sage-100.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Sage 300](https://support.pexcard.com/administrator-guide/exporter-for-sage-300.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Sage 50](https://support.pexcard.com/administrator-guide/exporter-for-sage-50.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Veracross](https://support.pexcard.com/administrator-guide/exporter-for-veracross.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Wrapbook](https://support.pexcard.com/administrator-guide/exporter-for-wrapbook.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporter for Yardi](https://support.pexcard.com/administrator-guide/exporter-for-yardi.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Exporting transactions to Xero](https://support.pexcard.com/administrator-guide/exporting-transactions-to-xero.md): PEX offers the ability to export your transactions into many accounting platforms, including Xero.
- [Fixing Common Errors with File Imports](https://support.pexcard.com/administrator-guide/fixing-common-errors-with-file-imports.md): Resolve common PEX file import errors by saving your spreadsheet as UTF-8 CSV and fixing formatting issues like accented characters or leading zeros in zip codes.
- [Funding Requests](https://support.pexcard.com/administrator-guide/funding-requests.md): Funding requests are an easy way for cardholders to ask for additional funds to be added to a card.
- [Getting Started with Bill Pay](https://support.pexcard.com/administrator-guide/getting-started-with-bill-pay.md): In just a few minutes, you’ll be ready to send bills via PEX: enable the feature, add your vendors (payees), and make sure your account is funded and permissions in place.
- [Helpful Resources](https://support.pexcard.com/administrator-guide/helpful-resources.md): Need help and don't know where to look for assistance? You've come to the right place!
- [How does PEX ensure security of online accounts?](https://support.pexcard.com/administrator-guide/how-does-pex-ensure-security-of-online-accounts.md): At PEX, we care about the security of your data.
- [How is My Account Billed?](https://support.pexcard.com/administrator-guide/how-is-my-account-billed.md): See when PEX deducts account maintenance fees from your business balance, including the 2025 billing schedule for Core and Pro accounts.
- [How PEX Handles Merchandise Returns](https://support.pexcard.com/administrator-guide/how-pex-handles-merchandise-returns.md): The amount of time it takes for a merchant to credit a merchandise return to a card varies by merchant.
- [How to Activate a New Administrator Account from an Invite](https://support.pexcard.com/administrator-guide/how-to-activate-a-new-administrator-account-from-an-invite.md): Activate a new PEX administrator account from the email invitation sent by an existing administrator so you can access the admin site.
- [How to Activate a New PEX Card on All Programs](https://support.pexcard.com/administrator-guide/how-to-activate-a-new-pex-card-on-all-programs.md): Activate a newly mailed PEX card as the business administrator so cardholders can begin using it for purchases.
- [How to Activate a Replacement Card](https://support.pexcard.com/administrator-guide/how-to-activate-a-replacement-card.md): Activate a replacement PEX card once it has been delivered; the old card deactivates immediately and irreversibly as soon as you activate the new one.
- [How to Activate Multiple Cards](https://support.pexcard.com/administrator-guide/how-to-activate-multiple-cards.md): Activating multiple cards at the same time or in a batch is quick and convenient.
- [How to Add Notes to a Card Transaction (Administrator Site)](https://support.pexcard.com/administrator-guide/how-to-add-notes-to-a-card-transaction-administrator-site.md): Administrators can add Transaction Notes to cardholder transactions. Notes can add detail to a transactions, (e.g., P.O. number, project name, event, etc.) or leave a comment for future reference.
- [How to add PEX to your QuickBooks™️ Online account](https://support.pexcard.com/administrator-guide/how-to-add-pex-to-your-quickbooks-online-account.md): This step is needed to export transactions to QuickBooks Online the first time. If you have more than one PEX business account, you may want to complete this process for those as well.
- [How to Approve or Reject a Cardholder Request](https://support.pexcard.com/administrator-guide/how-to-approve-or-reject-a-cardholder-request.md): Approve or reject cardholder funding requests from the PEX dashboard or mobile app; approving automatically funds the cardholder's card.
- [How to Assign Cardholders to Groups and How to Create New Groups](https://support.pexcard.com/administrator-guide/how-to-assign-cardholders-to-groups-and-how-to-create-new-groups.md): Create cardholder groups to organize PEX cards by department, team, project, or location, and assign or reassign cardholders to them at any time.
- [How to assign team member card to another cardholder user](https://support.pexcard.com/administrator-guide/how-to-assign-team-member-card-to-another-cardholder-user.md): There may be cases when cardholders are unable to manage their accounts themselves. In such situations, someone else should be able to categorize transactions or add receipts on the cardholder’s behalf.
- [How to Attach Receipt to Transaction (Administrator)](https://support.pexcard.com/administrator-guide/how-to-attach-receipt-to-transaction-administrator.md): This article explains how to attach a receipt, invoice or purchase order to a transaction and view previously uploaded transactions by your Cardholders.
- [How to Block a Card on All Programs](https://support.pexcard.com/administrator-guide/how-to-block-a-card-on-all-programs.md): Temporarily block a PEX card from the dashboard or mobile app to prevent any charges while a cardholder is away, without closing the card.
- [How to Cancel a PEX ACH Transfer](https://support.pexcard.com/administrator-guide/how-to-cancel-a-pex-ach-transfer.md): Cancel a PEX ACH transfer you scheduled before it processes; only the administrator who scheduled the transfer can cancel it.
- [How to Change My Username and Password (Administrator)](https://support.pexcard.com/administrator-guide/how-to-change-my-username-and-password-administrator.md): Administrators can log into the PEX Dashboard online and change their username and/or password.
- [How to change the icon on your account](https://support.pexcard.com/administrator-guide/how-to-change-the-icon-on-your-account.md): You can set a custom icon on your account that will display to all users of the account. This can help to differentiate multiple types of accounts.
- [How to Close a Card](https://support.pexcard.com/administrator-guide/how-to-close-a-card.md): After a card is no longer needed, you can close it. Please note:
- [How to Close Multiple Cards at Once on All Programs](https://support.pexcard.com/administrator-guide/how-to-close-multiple-cards-at-once-on-all-programs.md): Closing cards in a batch is quick and convenient. The cards will be shown as Closed on the Administrator Site.
- [How to Close Your PEX Prepaid Account](https://support.pexcard.com/administrator-guide/how-to-close-your-pex-prepaid-account.md): We're sorry to hear you are looking to close your account!
- [How to configure approval override rules](https://support.pexcard.com/administrator-guide/how-to-configure-approval-override-rules.md): Set up approval override rules tailored to your company's needs to manage out-of-policy exceptions, ensuring flexibility while maintaining control over approval workflows.
- [How To Connect PEX with Expensify](https://support.pexcard.com/administrator-guide/how-to-connect-pex-with-expensify.md): To view PEX cardholder transactions from your [Expensify](http://www.expensify.com) account, complete the following steps.
- [How to Create a Bulk Card Order](https://support.pexcard.com/administrator-guide/how-to-create-a-bulk-card-order.md): To order multiple PEX cards at the same time, submit a Bulk Card Order Form with the cardholder details.
- [How to Create and Send a New Administrator Invite](https://support.pexcard.com/administrator-guide/how-to-create-and-send-a-new-administrator-invite.md): There are a few simple steps to create and invite additional Administrators in your PEX Account dashboard.
- [How to Create Vendor Cards](https://support.pexcard.com/administrator-guide/how-to-create-vendor-cards.md): Vendor cards are virtual-only cards that can be used for payments towards a specific vendor.
- [How to Delete a Receipt (Administrator)](https://support.pexcard.com/administrator-guide/how-to-delete-a-receipt-administrator.md): The PEX platform allows both cardholders and administrators to attach an image of a receipt directly to a merchant transaction.
- [How to Disable the PEX Requests Feature](https://support.pexcard.com/administrator-guide/how-to-disable-the-pex-requests-feature.md): PEX Requests is a feature that allows your cardholders to submit requests for funding, so your organization can keep track of why funds are needed. The feature is automatically enabled on a business level for all users on the Core, Pro and Infinite plans.
- [How to Dispute a Transaction](https://support.pexcard.com/administrator-guide/how-to-dispute-a-transaction.md): Identify whether a transaction is fraudulent, a merchant dispute, or an unauthorized cardholder purchase, and learn how to report it to PEX for investigation.
- [How to Download Cardholder Statements as an Administrator](https://support.pexcard.com/administrator-guide/how-to-download-cardholder-statements-as-an-administrator.md): Administrators can access statements for individual cardholders under the cardholder details.
- [How to Enable Admin Notifications](https://support.pexcard.com/administrator-guide/how-to-enable-admin-notifications.md): PEX offers a variety of admin notifications to alert you to key account activity.
- [How to Enable Merchant Categories for Cardholders (Mobile App)](https://support.pexcard.com/administrator-guide/how-to-enable-merchant-categories-for-cardholders-mobile-app.md): Administrators can use the Mobile App to enable Merchant Categories for cardholders.
- [How to Enable Multi-factor Authentication](https://support.pexcard.com/administrator-guide/how-to-enable-multifactor-authentication.md): Multi-factor authentication helps to protect your account by sending a secure access code to your email or registered phone number. This means that even if your password is compromised, your account will not be accessible. This setting is recommended for all cardholders.
- [How to Export a Receipt Archive](https://support.pexcard.com/administrator-guide/how-to-export-a-receipt-archive.md): From the 'Reports' page, you may select from a range of reports and exports from the drop-down menu button at the top of the page. On this drop-down list under 'Exports', you can export a .zip archive of receipts attached to settled cardholder transactions, which you can then store locally for audit…
- [How to Export Transactions via a File Download to QuickBooks Desktop or QuickBooks Online](https://support.pexcard.com/administrator-guide/how-to-export-transactions-via-a-file-download-to-quickbooks-desktop-or-quickbooks-online.md): If you prefer not to use the connector for auto syncing PEX transactions to your QuickBooks account every 24 hours, you can manually export transactions using a file.
- [How to Find a Cardholder's Username](https://support.pexcard.com/administrator-guide/how-to-find-a-cardholders-username.md): Look up the username for any registered cardholder in your organization from the Team Members tab in the PEX administrator dashboard.
- [How To Find Cards using Filters on All Programs](https://support.pexcard.com/administrator-guide/how-to-find-cards-using-filters-on-all-programs.md): You can use the Filters on the Cards list to find and manage multiple cards at the same time.
- [How to find your plan and available product features](https://support.pexcard.com/administrator-guide/how-to-find-your-plan-and-available-product-features.md): Identify which PEX service plan your organization is on (Base, Core, or Pro) so you know which product features are available to you.
- [How to Fund by Bank ACH](https://support.pexcard.com/administrator-guide/how-to-fund-by-bank-ach.md): If you need to have funds in your account within two (2) business days, then PEX recommends that you fund your account by Bank ACH. You will work with your bank to link to your PEX account and then initiate a transfer from your bank. Please note that your bank may charge for this service
- [How to Fund by Wire Transfer](https://support.pexcard.com/administrator-guide/how-to-fund-by-wire-transfer.md): A wire transfer from your bank to your PEX account is the fastest way to fund your PEX account. You may initiate wire transfers originating exclusively from Your External Account to the Your PEX Account.
- [How to Fund From Admin Dashboard](https://support.pexcard.com/administrator-guide/how-to-fund-from-admin-dashboard.md): You can create a transfer of funds from your bank to PEX, or schedule a transfer of funds from your bank to PEX, through the Administrator Dashboard.
- [How to Fund Multiple PEX Cards at the Same Time](https://support.pexcard.com/administrator-guide/how-to-fund-multiple-pex-cards-at-the-same-time.md): The PEX system allows you to bulk fund cards / quickly fund multiple cards at once.
- [How to Fund Your PEX Business Account](https://support.pexcard.com/administrator-guide/how-to-fund-your-pex-business-account.md): Welcome to PEX!
- [How to get AI-powered tag suggestions](https://support.pexcard.com/administrator-guide/how-to-get-ai-powered-tag-suggestions.md): AI-powered suggestions help remove the bottleneck of manually tagging transactions. Acting like a teammate who already knows your organization's spending patterns, it recommends the right category or GL code for each transaction.
- [How to Increase Your Card Limit](https://support.pexcard.com/administrator-guide/how-to-increase-your-card-limit.md): Check your current card order limit and request an increase when your plan's default allotment is not enough for the cards you need to issue.
- [How to limit tag values with Tag Restrictions](https://support.pexcard.com/administrator-guide/how-to-limit-tag-values-with-tag-restrictions.md): Control which tags are visible to different groups or departments, reducing errors and simplifying coding.
- [How to manage purchases from the Card transactions page](https://support.pexcard.com/administrator-guide/how-to-manage-purchases-from-the-card-transactions-page.md): With PEX's main features and thoughtful delighters, you can manage business purchases efficiently and with ease.
- [How to Order PEX Cards](https://support.pexcard.com/administrator-guide/how-to-order-pex-cards.md): Order PEX cards individually through the card order form or in bulk via CSV upload, with shipping to US addresses only.
- [How to Pay Fees on a PEX Account](https://support.pexcard.com/administrator-guide/how-to-pay-fees-on-a-pex-account.md): Fees vary depending on the type of account you have. While some fees are billed immediately, others are billed at a later date. Here is where you can review the billing schedule.
- [How to Quick Fund a Card](https://support.pexcard.com/administrator-guide/how-to-quick-fund-a-card.md): Load funds onto an individual PEX card quickly from the administrator site or mobile app once your main business account is funded.
- [How to Remove Admins](https://support.pexcard.com/administrator-guide/how-to-remove-admins.md): Only administrators with 'Add/edit/terminate Administrator' permissions are able to delete Administrators in the PEX online Dashboard. If you are unable to remove an administrator, please check your permissions or ask another administrator in your organization to assist.
- [How to Remove Funds from Multiple Cards](https://support.pexcard.com/administrator-guide/how-to-remove-funds-from-multiple-cards.md): Removing funds from cards in a batch is quick and convenient.
- [How to Replace a Damaged Card](https://support.pexcard.com/administrator-guide/how-to-replace-a-damaged-card.md): Request a replacement for a damaged PEX card by phoning Cardholder or Administrator Support; damaged cards cannot be replaced from the web dashboard.
- [How to Replace an Expiring Card](https://support.pexcard.com/administrator-guide/how-to-replace-an-expiring-card.md): Cards expire at midnight on the last day of the month of expiration. Expired cards should be destroyed.
- [How to Report a Lost/Stolen Card](https://support.pexcard.com/administrator-guide/how-to-report-a-loststolen-card.md): If the cardholder contacted you about a lost or stolen card, have them call PEX Customer Service immediately at (+1) 866-685-0898 to have a new (plastic) card issued for the same card account.
- [How to request credit line increase for PEX business account](https://support.pexcard.com/administrator-guide/how-to-request-credit-line-increase-for-pex-business-account.md): You can request a credit line increase for your PEX credit business account directly from your Dashboard.
- [How to Reset Your Password](https://support.pexcard.com/administrator-guide/how-to-reset-your-password.md): Resetting the password for your PEX user account can be accomplished in several ways. Both business administrators and cardholders can reset their passwords themselves via the PEX website. Business administrators can also reset the password for any of their cardholders (also listed under Team Member…
- [How to review transactions with receipts, tags and user notes](https://support.pexcard.com/administrator-guide/how-to-review-transactions-with-receipts-tags-and-user-notes.md): Administrators and cardholders can add receipts to transactions using the PEX Web App (via a web browser) or the PEX mobile apps.
- [How to Run Reports](https://support.pexcard.com/administrator-guide/how-to-run-reports.md): Administrators can generate a wide variety of reports through the Administrator Site.
- [How to Send a Cardholder Invite](https://support.pexcard.com/administrator-guide/how-to-send-a-cardholder-invite.md): Invite a new cardholder to register their PEX card and create login credentials, and verify whether a card has already been registered.
- [How to send card to vendor](https://support.pexcard.com/administrator-guide/how-to-send-card-to-vendor.md): Deliver a PEX vendor card directly to a supplier from the dashboard so they can start accepting payments from your account.
- [How to Set a PIN for a Cardholder](https://support.pexcard.com/administrator-guide/how-to-set-a-pin-for-a-cardholder.md): Unlike some other cards, your prepaid card does not require a PIN to work and can be processed as credit at the POS (Point of Sale).
- [How to Set Per Purchase Spending Limits, by Merchant Category (Administrator Site)](https://support.pexcard.com/administrator-guide/how-to-set-per-purchase-spending-limits-by-merchant-category-administrator-site.md): Administrators can set, against any Merchant Category (MCC), a maximum amount that a cardholder can spend on a single purchase (i.e., a single transaction). This can control employee spending, by limiting how much cardholders can spend per purchase at a restaurant, or on transportation, etc.
- [How to Set Per Purchase Spending Limits, by Merchant Category (Mobile App)](https://support.pexcard.com/administrator-guide/how-to-set-per-purchase-spending-limits-by-merchant-category-mobile-app.md): PEX gives Administrators sophisticated tools to manage cardholder spending, by limiting how much cardholders can spend on a single purchase in any Merchant Category (e.g., Restaurants, Retail Stores).
- [How to Set Spend Limits by Merchant Category](https://support.pexcard.com/administrator-guide/how-to-set-spend-limits-by-merchant-category.md): Admins may set a per transaction dollar limit for any merchant category using a spending rule that is applied to the cardholder's account. Admins can also set wider spending policies for the organization in Business Settings. This feature is useful to ensure that company spending policies are enforc…
- [How to Set Time-Based Spend Limits (Administrator Site)](https://support.pexcard.com/administrator-guide/how-to-set-timebased-spend-limits-administrator-site.md): Set daily, weekly, monthly, annual, or lifetime spending limits for cardholders from the PEX administrator dashboard.
- [How to Set Time-Based Spend Limits (Mobile App)](https://support.pexcard.com/administrator-guide/how-to-set-timebased-spend-limits-mobile-app.md): Set daily, weekly, monthly, yearly, or lifetime spending limits for cardholders from the PEX administrator mobile app.
- [How to set up spend policy](https://support.pexcard.com/administrator-guide/how-to-set-up-spend-policy.md): Spend policies can be applied to cards to designate where and how the cards can be used. It helps decrease the potential for fraud and misuse. Once a spend policy is applied or updated, it takes effect immediately.
- [How to Setup and Create Tags with Tag Manager](https://support.pexcard.com/administrator-guide/how-to-setup-and-create-tags-with-tag-manager.md): Use Tag Manager to create transaction tags for coding, categorizing, or reconciling PEX transactions to your general ledger.
- [How to Transfer Funds to Your External Bank Account from Your PEX Account (Administrator Site)](https://support.pexcard.com/administrator-guide/how-to-transfer-funds-to-your-external-bank-account-from-your-pex-account-administrator-site.md): You can transfer funds from your PEX Account to a registered bank account.
- [How to Transfer Funds to Your External Bank Account (via the Mobile App)](https://support.pexcard.com/administrator-guide/how-to-transfer-funds-to-your-external-bank-account-via-the-mobile-app.md): Administrators can transfer funds to their external bank account from their PEX account using the PEX Mobile App.
- [How to Update a Cardholder Profile](https://support.pexcard.com/administrator-guide/how-to-update-a-cardholder-profile.md): Administrators can update cardholder profiles:
- [How to Update the Name of a PEX Business Account](https://support.pexcard.com/administrator-guide/how-to-update-the-name-of-a-pex-business-account.md): We recognize that businesses may, at times, need to change the name they are operating under.
- [How to Update Your Business Address on All Programs](https://support.pexcard.com/administrator-guide/how-to-update-your-business-address-on-all-programs.md): Update the business address associated with your PEX account from Business Settings in the administrator dashboard.
- [How to View a Card Number](https://support.pexcard.com/administrator-guide/how-to-view-a-card-number.md): The card preview functionality is an easy way for administrators to be able to view card details after ordering physical plastic cards, while those cards are being produced and shipped.
- [How to View MCCs in a Merchant Category](https://support.pexcard.com/administrator-guide/how-to-view-mccs-in-a-merchant-category.md): View the list of merchant category codes (MCCs) included in each PEX merchant category from Business Settings.
- [Import tag options from CSV](https://support.pexcard.com/administrator-guide/import-tag-options-from-csv.md): Upload a CSV export from QuickBooks Online to populate PEX tag option values when automatic sync is not an option.
- [In-person and online transaction spend](https://support.pexcard.com/administrator-guide/inperson-and-online-transaction-spend.md): The PEX card can be limited to in-person, online, or both types of spend. You have the option to restrict cardholders from spending either in store or at virtual retailers. If no restrictions are needed, simply use the no restrictions option.
- [Instant Account Verification](https://support.pexcard.com/administrator-guide/instant-account-verification.md): Protecting your personal and banking information is one of PEX's highest priorities. To facilitate transfers while ensuring the highest levels of security for your accounts, PEX has partnered with Open Banking Providers. Instant Account Verification via Open Banking Providers proprietary technology…
- [International Use of PEX Cards on All Programs](https://support.pexcard.com/administrator-guide/international-use-of-pex-cards-on-all-programs.md): Cardholders can use PEX cards Internationally, when the Administrator gives them permission.
- [Limitations of PEX Requests](https://support.pexcard.com/administrator-guide/limitations-of-pex-requests.md): Review the default $10,000 per-request limit for cardholder PEX Requests and note that Realtime Funding accounts do not support PEX Requests.
- [Limiting Spend by Day of Week](https://support.pexcard.com/administrator-guide/limiting-spend-by-day-of-week.md): In cases where your employees or volunteers should not be able to spend on all seven days of the week, PEX provides the ability to limit spend by day of week. For example, you can limit spend to only Monday - Friday, or only Saturday/Sunday. Purchases made outside of these days w
- [Limiting Spend by State (US)](https://support.pexcard.com/administrator-guide/limiting-spend-by-state-us.md): For organizations with limited geographical operations, you can reduce your risk of fraud by limiting spend by state. For example, if your organization primarily operates in California, you may wish to prevent spend in other states, especially those on the East Coast. Spend that takes place out of p…
- [Linked Accounts and Sub-accounts on All Programs](https://support.pexcard.com/administrator-guide/linked-accounts-and-subaccounts-on-all-programs.md): Manage multiple PEX accounts or departmental sub-accounts from a single login on Pro or Infinite plans.
- [Low Balance Alerts for your PEX Account](https://support.pexcard.com/administrator-guide/low-balance-alerts-for-your-pex-account.md): Administrators can subscribe to emails with an alert if your PEX Account Balance drops below a certain value. This is useful if you wish to ensure that the balance in your business account remains above a certain value.
- [Low Balance Transfers](https://support.pexcard.com/administrator-guide/low-balance-transfers.md): Low-balance transfers allow admins to set a minimum target prepaid PEX Account balance, an amount that they want to always have available for their daily operations. Once enabled the PEX system will automatically schedule ACH transfers to top up the PEX Account balance back up to
- [Manage & Troubleshoot Bill Pay](https://support.pexcard.com/administrator-guide/manage-troubleshoot-bill-pay.md): Helps users handle scheduled payments, modify/cancel payments, view history, and resolve common issues.
- [Managing Cards](https://support.pexcard.com/administrator-guide/managing-cards.md): Browse guides on managing PEX cards, including virtual and vendor cards, digital wallets, spending limits, card statuses, and card closures.
- [Managing Custom Merchant Categories](https://support.pexcard.com/administrator-guide/managing-custom-merchant-categories.md): Custom Merchant Categories are currently available with [selected plans](https://www.pexcard.com/pricing?utm_source=support).
- [MediaWeb Export](https://support.pexcard.com/administrator-guide/mediaweb-export.md): The MediaWeb export allows you to export PEX transactions into a compatible MediaWeb format for simplified production accounting.
- [Multi-Program Access](https://support.pexcard.com/administrator-guide/multiprogram-access.md): Create separate credit entities for different locations, divisions, or operational units using a single credit line. Each sub-account operates independently with its own cards, spending controls, reporting, and payment schedules.
- [Navigating the PEX Dashboard: An Introduction](https://support.pexcard.com/administrator-guide/navigating-the-pex-dashboard-an-introduction.md): New to PEX and don't know where to get started? You've come to the right place!
- [Other](https://support.pexcard.com/administrator-guide/other.md): Find miscellaneous administrator topics including Visa Savings Edge, account security, billing, PDF troubleshooting, accessibility, and service status.
- [PEX Auto Tagger](https://support.pexcard.com/administrator-guide/pex-auto-tagger.md): Create dynamic rules that auto tag transactions with PEX tags. Creating rules reduces reconciliation time and enhances reporting.
- [PEX Batch Funding](https://support.pexcard.com/administrator-guide/pex-batch-funding.md): Batch Funding allows you to fund/defund multiple cardholders via .CSV file import. Only Active, Inactive, and Blocked cards can be funded by the app. This app is available to Admins only.
- [PEX Connector for Airtable](https://support.pexcard.com/administrator-guide/pex-connector-for-airtable.md): The PEX Connector for Airtable allows Admins to sync settled PEX transactions to Airtable. You should create the Airtable table beforehand in your Airtable account.
- [PEX Connector for Aplos (Charge)](https://support.pexcard.com/administrator-guide/pex-connector-for-aplos-charge.md): Sync purchases, transfers, fees, and rebates from your PEX Charge account into Aplos, and map Aplos fields and 990 tags to PEX tags.
- [PEX Connector for Aplos: Pre-configuration](https://support.pexcard.com/administrator-guide/pex-connector-for-aplos-preconfiguration.md): Create PEX tags and configure settings in Aplos to use the connector.
- [PEX Connector for Aplos (Prepaid)](https://support.pexcard.com/administrator-guide/pex-connector-for-aplos-prepaid.md): Sync purchases, transfers, fees, and rebates from your PEX Prepaid account into Aplos, and map Aplos fields and 990 tags to PEX tags.
- [PEX Connector for Google Sheets](https://support.pexcard.com/administrator-guide/pex-connector-for-google-sheets.md): The PEX Connector for **Google Sheets** allows Admins to sync settled PEX purchases to Google Sheets. Spreadsheets will be automatically created and grouped by month allowing you to reference all transactions on a go forward basis.
- [PEX Connector for OneDrive](https://support.pexcard.com/administrator-guide/pex-connector-for-onedrive.md): The PEX Connector for OneDrive allows Admins to download and sync Cardholder receipts into OneDrive.
- [PEX Connector for Procore](https://support.pexcard.com/administrator-guide/pex-connector-for-procore.md): Sync PEX expense transactions, receipts, tags, and notes with Procore. Set up Tag Manager tags, connect your Procore service account, and choose what to sync.
- [PEX Connector for Procore — Set up](https://support.pexcard.com/administrator-guide/pex-connector-for-procore--set-up.md): The PEX Connector for Procore automates importing PEX transactions into your Procore account.
- [PEX Connector for QuickBooks Desktop](https://support.pexcard.com/administrator-guide/pex-connector-for-quickbooks-desktop.md): Sync PEX transactions directly to your QuickBooks Desktop company file.
- [PEX Connector for QuickBooks Desktop (Prepaid)](https://support.pexcard.com/administrator-guide/pex-connector-for-quickbooks-desktop-prepaid.md): Sync PEX transactions directly to your QuickBooks Desktop company file.
- [PEX Connector for QuickBooks Online (Charge)](https://support.pexcard.com/administrator-guide/pex-connector-for-quickbooks-online-charge.md): Still don't have account with PEX? Follow this [link](https://apply.pexcard.com/personal-info) to sign up.
- [PEX Connector for QuickBooks Online (Prepaid)](https://support.pexcard.com/administrator-guide/pex-connector-for-quickbooks-online-prepaid.md): Auto-sync purchases, transfers, fees, rebates, reimbursements and receipt images from PEX into QuickBooks Online, keeping your data accurate, organized, and up-to-date. Map QuickBooks Online fields such as Category, Class, Customer, Property, etc. to PEX tags.
- [PEX Connector for Sage Intacct (Charge)](https://support.pexcard.com/administrator-guide/pex-connector-for-sage-intacct-charge.md): Connect PEX to Sage Intacct (Charge): sync purchases, bill payments, fees, rebates, and receipts as GL journal entries or credit card transactions. Map Intacct fields to PEX tags and optionally auto-create vendor cards.
- [PEX Connector for Sage Intacct (Prepaid)](https://support.pexcard.com/administrator-guide/pex-connector-for-sage-intacct-prepaid.md): Connect PEX to Sage Intacct (Prepaid): sync purchases, transfers, fees, rebates, and receipts. Map Intacct fields to PEX tags and optionally auto-create vendor cards from Intacct.
- [PEX Connector for Xero (Charge)](https://support.pexcard.com/administrator-guide/pex-connector-for-xero-charge.md): Auto-sync purchases, bill payments, fees, rebates and receipt images from PEX into Xero, keeping your data accurate, organized, and up-to-date. Map Xero journal entry fields such as Expense Account, Expense Type, Office, etc. to PEX tags.
- [PEX Connector for Xero (Prepaid)](https://support.pexcard.com/administrator-guide/pex-connector-for-xero-prepaid.md): Auto-sync purchases, transfers, fees, rebates and receipt images from PEX into Xero, keeping your data accurate, organized, and up-to-date. Map Xero journal entry fields such as Expense Account, Expense Type, Office, etc. to PEX tags.
- [PEX Connector for Zapier](https://support.pexcard.com/administrator-guide/pex-connector-for-zapier.md): Connect PEX to more than 4,000 apps on Zapier to automate workflows such as sending emails or logging transactions.
- [PEX Connector for Zoho Books](https://support.pexcard.com/administrator-guide/pex-connector-for-zoho-books.md): The PEX Connector for Zoho Books lets you sync PEX expense transactions, receipts, tags or Expense Accounts, notes and more with your Zoho Books account. In addition to automatically adding PEX transactions to your Zoho Books account, this Connector can also keep your tags in PEX up to date with the…
- [PEX Connector for Zoho Expense](https://support.pexcard.com/administrator-guide/pex-connector-for-zoho-expense.md): Auto-sync purchases, transfers, fees and receipt images from PEX into Zoho Expense, ensuring your data is clean, accurate and up to date. Map Zoho Expense fields such as Expense Account and Customer to PEX tags.
- [PEX Exporter for ACS Technologies](https://support.pexcard.com/administrator-guide/pex-exporter-for-acs-technologies.md): Convert PEX transactions into an ACS Technologies Realm–compatible format for faster expense reporting. For nonprofits and religious organizations that use Realm for accounting.
- [PEX Exporter for Extreme Reach](https://support.pexcard.com/administrator-guide/pex-exporter-for-extreme-reach.md): Extreme Reach provides streamlined reconciliation and reporting with a production accounting solution, Luca.
- [PEX Exporter for Microsoft Dynamics Great Plains (Charge)](https://support.pexcard.com/administrator-guide/pex-exporter-for-microsoft-dynamics-great-plains-charge.md): Convert PEX transactions into a Microsoft Dynamics Great Plains compatible format for faster expense reporting within your accounting system.
- [PEX Exporter for Microsoft Dynamics Great Plains (Prepaid)](https://support.pexcard.com/administrator-guide/pex-exporter-for-microsoft-dynamics-great-plains-prepaid.md): Convert PEX transactions into a Microsoft Dynamics Business Central compatible format for faster expense reporting within your accounting system. This application is for mid-sized businesses who use Microsoft Dynamics Business Central for accounting.
- [PEX Exporter for Serenic Navigator](https://support.pexcard.com/administrator-guide/pex-exporter-for-serenic-navigator.md): Serenic Navigator is a popular suite of software used by non-profit organizations.
- [PEX Exporter for Shelby (Charge)](https://support.pexcard.com/administrator-guide/pex-exporter-for-shelby-charge.md): Automate generation of a Shelby Next-compatible XLSX file containing PEX purchases, bill payments, and fees from your Charge account.
- [PEX Exporter for Shelby (Prepaid)](https://support.pexcard.com/administrator-guide/pex-exporter-for-shelby-prepaid.md): Automate generation of a Shelby Next-compatible XLSX file containing PEX purchases, transfers, and fees from your Prepaid account.
- [PEX Funding Scheduler](https://support.pexcard.com/administrator-guide/pex-funding-scheduler.md): The PEX Funding Scheduler is an optional app for the PEX platform that allows you to create customized funding schedules for your cardholders. You schedule the day and time, and amount of funds to load onto a card. The app does the rest.
- [PEX MCP Server](https://support.pexcard.com/administrator-guide/pex-mcp-server.md): PEX now supports the Model Context Protocol (MCP) server, enabling AI assistants like Claude to interact directly with PEX business accounts. Through the PEX MCP Server, users can access the PEX Card External API to manage cards, transactions, balances, spending rules, and more,
- [PEX Spend Analytics](https://support.pexcard.com/administrator-guide/pex-spend-analytics.md): **PEX Spend Analytics** provides insights on your company's PEX spend including spend over the current vs. prior month, your top merchants and MCC codes, and more.
- [PEX Split Tags](https://support.pexcard.com/administrator-guide/pex-split-tags.md): Allocate a single PEX expense across multiple account codes or funding sources using Split Tags on Pro and higher plans.
- [PEX tag matching with accounting systems](https://support.pexcard.com/administrator-guide/pex-tag-matching-with-accounting-systems.md): How PEX matches transaction tags to entities in your accounting platform when automatic tag sync is turned off, including match order and hierarchy handling.
- [Providing Online Account Access to Cardholders on All Programs](https://support.pexcard.com/administrator-guide/providing-online-account-access-to-cardholders-on-all-programs.md): Administrators can reduce their daily administrative burden and also empower staff when they give cardholders online access to their PEX card accounts.
- [Quick Start for Administrators](https://support.pexcard.com/administrator-guide/quick-start-for-administrators.md): Everything you need to know to get up and running on the PEX platform.
- [QuickBooks Online vendor card creation](https://support.pexcard.com/administrator-guide/quickbooks-online-vendor-card-creation.md): Auto-create PEX vendor cards from your QuickBooks Online vendor list. You can save 1% on vendor spend with a PEX Vendor Card.
- [Receipt Capture](https://support.pexcard.com/administrator-guide/receipt-capture.md): Attach receipts to transactions for full reconciliation and audit compliance.
- [Receipt Capture Terms of Use](https://support.pexcard.com/administrator-guide/receipt-capture-terms-of-use.md): You agree that your use of Receipt capture is governed by these Terms of Use. PEX is not responsible for the content, completeness or accuracy of attachments displayed. Receipts can be viewed by the cardholder as well as all PEX business administrators.
- [Receipt matching (Admin guide)](https://support.pexcard.com/administrator-guide/receipt-matching-admin-guide.md): Receipt Matching uses AI to automatically match receipts to a transaction, streamlining the reconciliation process within your PEX account.
- [Recent Changes](https://support.pexcard.com/administrator-guide/recent-changes.md): PEX is an evergreen SaaS platform, which means that our engineering and product teams are constantly working to improve our products and services. As part of our continuous deployment process we make updates to our software every single day, multiple times throughout the day. The
- [Relinking unlinked bank accounts on Credit Expense](https://support.pexcard.com/administrator-guide/relinking-unlinked-bank-accounts-on-credit-expense.md): Reconnect an external bank account that has become unlinked from your Credit Expense program so PEX can verify funds for statement repayment.
- [Relinking unlinked bank accounts on Prepaid Expense](https://support.pexcard.com/administrator-guide/relinking-unlinked-bank-accounts-on-prepaid-expense.md): PEX uses Instant Account Verification via Open Banking Providers to link customer external bank accounts used to create transfers and fund your business account. Instant Account Verification via Open Banking Providers is third party technology that provides data connectivity to most banks in the Uni…
- [Removing Funds from a Card](https://support.pexcard.com/administrator-guide/removing-funds-from-a-card.md): You can quickly remove funds from individual cards:
- [Repayment for Credit Expense Programs](https://support.pexcard.com/administrator-guide/repayment-for-credit-expense-programs.md): For credit expense programs, repayment is due in full at the end of the statement period.
- [Reports and Statements](https://support.pexcard.com/administrator-guide/reports-and-statements.md): PEX provides many reports in different formats. Learn how to find the data you need.
- [Revalidating Your PEX Credit Expense Account](https://support.pexcard.com/administrator-guide/revalidating-your-pex-credit-expense-account.md): Revalidating your linked bank account on your PEX Credit Expense account may be required to ensure the connection between PEX and the bank account on file remains up to date. This helps ensure your account remains in good standing.
- [Sage Intacct Vendor Card Creation](https://support.pexcard.com/administrator-guide/sage-intacct-vendor-card-creation.md): Sage Intacct Vendor Card Creation feature enables you to effortlessly generate PEX vendor cards from your vendor list within Sage Intacct. You can save 1% of all vendor spend with a PEX Vendor Card.
- [Same-Day ACH Transfers](https://support.pexcard.com/administrator-guide/sameday-ach-transfers.md): PEX allows you to perform a 'same day' transfer of funds from your Business Checking account to your PEX account. If you initiate a Same Day ACH transfer before 12:15 PM ET, the funds will be available in your PEX account at 1:00 PM ET. Transfers submitted after 12:15 PM ET will be processed the nex…
- [Scheduled Card Funding](https://support.pexcard.com/administrator-guide/scheduled-card-funding.md): Automatically top up PEX cards to a target balance on a daily, weekly, or monthly schedule using scheduled card funding.
- [Searching for a Card](https://support.pexcard.com/administrator-guide/searching-for-a-card.md): Quickly find a PEX card by cardholder name or partial match using the search and filter tools on the Cards tab of the administrator site.
- [Setting Administrator Permissions on All Programs](https://support.pexcard.com/administrator-guide/setting-administrator-permissions-on-all-programs.md): The primary Administrator has full permissions, and can both create Administrators and set their permissions. In order to change the permissions for another Administrator, you yourself must have the permission to 'Add/edit/delete administrators'.
- [Setting Spend Rules for a Card](https://support.pexcard.com/administrator-guide/setting-spend-rules-for-a-card.md): Spend rules can be added to cards to designate where, and how the cards can be used. It helps decrease the potential for fraud and misuse. Once spend rules are set or updated on a card, it takes effect immediately.
- [Setting up your Chart of Accounts](https://support.pexcard.com/administrator-guide/setting-up-your-chart-of-accounts.md): PEX uses tags to represent your organization's Chart of Accounts — including GL codes, cost centers, departments, projects, and any other accounting dimensions you track. By mapping your accounting structure into PEX, cardholders can code transactions at the point of purchase, an
- [Submitting disputes from the Dashboard](https://support.pexcard.com/administrator-guide/submitting-disputes-from-the-dashboard.md): The Disputes workflow allows cardholders and administrators to dispute settled card transactions directly from the PEX platform. Whether a transaction is unauthorized (fraud) or there is a billing disagreement with a merchant, the dispute process guides you through selecting tran
- [Supported Browsers for PEX Websites](https://support.pexcard.com/administrator-guide/supported-browsers-for-pex-websites.md): PEX supports the two latest versions of most mainstream browsers.
- [Tag Manager: Tag-based filtering](https://support.pexcard.com/administrator-guide/tag-manager-tagbased-filtering.md): Tag-based filtering creates parent-child relationships between dropdown tags. When your cardholder selects a value in the parent tag, the child tag automatically shows only relevant options.
- [Tags](https://support.pexcard.com/administrator-guide/tags.md): Transactions can be tagged with many different types of metadata, including General Ledger codes. Find out how to configure Tags on the PEX platform and use them to organize your transactions.
- [Text to PEX (Admin guide)](https://support.pexcard.com/administrator-guide/text-to-pex-admin-guide.md): Text in your receipts and notes via SMS or Email. PEX will auto match receipts and notes to their transactions for you.
- [The PEX Marketplace](https://support.pexcard.com/administrator-guide/the-pex-marketplace.md): Looking to see what apps the PEX Marketplace has to offer? You've come to the right place!
- [Tips for keeping your PEX account safe](https://support.pexcard.com/administrator-guide/tips-for-keeping-your-pex-account-safe.md): Follow password hygiene, credential sharing, and account monitoring best practices to help protect your PEX administrator and cardholder accounts.
- [Tips for Searching for Merchants](https://support.pexcard.com/administrator-guide/tips-for-searching-for-merchants.md): Merchant locking is a convenient way to restrict spending, and can be done by using merchant deny list / allow list or by creating a vendor card and locking to a single vendor.
- [Tracking your card order](https://support.pexcard.com/administrator-guide/tracking-your-card-order.md): Look up the shipment tracking number for a PEX card order and review expected delivery windows for Priority, Expedited, and Rushed shipping.
- [Troubleshooting Not Receiving a Temporary Password or Secure Access Code](https://support.pexcard.com/administrator-guide/troubleshooting-not-receiving-a-temporary-password-or-secure-access-code.md): In the event a cardholder or an administrator is not receiving a temporary password or a secure access code email, recommend the following troubleshooting steps:
- [Troubleshooting viewing of PDF receipts](https://support.pexcard.com/administrator-guide/troubleshooting-viewing-of-pdf-receipts.md): Resolve browser issues that prevent you from viewing PDF receipts uploaded by cardholders, including downloading the file as a workaround.
- [Understanding Credit Line and Spend Limits for Charge Expense Programs](https://support.pexcard.com/administrator-guide/understanding-credit-line-and-spend-limits-for-charge-expense-programs.md): Charge Expense combines a line of credit with all the functionality of the PEX platform. For qualified customers, employees can make card purchases immediately, and businesses can repay funds owed at the end of the statement period. Charge Expense differs from Prepaid Expense where an account needs…
- [Understanding merchant categories](https://support.pexcard.com/administrator-guide/understanding-merchant-categories.md): Understand how PEX groups Visa and Mastercard merchant category codes (MCCs) into 13 PEX Merchant Categories to help you track and control spending.
- [Universal Exporter](https://support.pexcard.com/administrator-guide/universal-exporter.md): With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.
- [Updating and Validating Your Business Documentation](https://support.pexcard.com/administrator-guide/updating-and-validating-your-business-documentation.md): Provide and periodically update the Know Your Customer (KYC) information PEX requires for Control Persons and Beneficial Owners under the USA Patriot Act.
- [Using a PEX Card to Rent a Car](https://support.pexcard.com/administrator-guide/using-a-pex-card-to-rent-a-car.md): Understand how to pay for a rental car with a PEX prepaid debit card at vehicle return, and how administrators can restrict car rentals via Spend Rules.
- [Using a Vendor Card for Subscriptions (Step by Step for Google Workspace)](https://support.pexcard.com/administrator-guide/using-a-vendor-card-for-subscriptions-step-by-step-for-google-workspace.md): Walk through setting up a PEX vendor card to pay for a recurring Google Workspace subscription.
- [Using Auto Card Funding Instead of Manual Card Funding](https://support.pexcard.com/administrator-guide/using-auto-card-funding-instead-of-manual-card-funding.md): Auto Card Funding is an easy way to give your cardholders access to funds without needing to directly fund a card. This feature increases liquidity as it allows you to give multiple cardholders access to all the funds available in your PEX Account and eliminates the need to fund each card individual…
- [Using Custom ID to Link Cardholder Accounts to External Systems](https://support.pexcard.com/administrator-guide/using-custom-id-to-link-cardholder-accounts-to-external-systems.md): Many customers wish to be able to link a PEX card account profile to a record in another system. For example, a company may want to link their cardholder to employee records in their HRIS, or link to enrollees in an incentives program. The Custom ID field is designed to facilitate this use case.
- [Using PEX with Tallie and QuickBooks](https://support.pexcard.com/administrator-guide/using-pex-with-tallie-and-quickbooks.md): PEX is pleased to have [Tallie](https://tallie.com/) as a [PEX Partner](https://www.pexcard.com/partners?utm_source=support).
- [Viewing monthly statements](https://support.pexcard.com/administrator-guide/viewing-monthly-statements.md): Administrators can view their PEX monthly statements through the Administrator Site. All statements are available as PDF files. You will need to have a PDF viewer such as Adobe Acrobat or Preview to view the file.
- [Visa Savings Edge](https://support.pexcard.com/administrator-guide/visa-savings-edge.md): Visa Savings EdgeⓇ is a Visa sponsored program that turns your spending into savings with cash back offers and coupons for select merchants. Unlock valuable savings on expenses like gas, travel, flight, hotels and business subscription expenses, up to $500 off and 2-10% in cash b
- [What are PEX Requests?](https://support.pexcard.com/administrator-guide/what-are-pex-requests.md): PEX supports the ability for cardholders to ask for funds from administrators. Requests are the vehicle to support efficient communication within the PEX platform.
- [What are Reimbursements?](https://support.pexcard.com/administrator-guide/what-are-reimbursements.md): Reimbursements allow you to get paid back for out-of-pocket expenses when you can't use your PEX card. You can upload a receipt, and PEX creates the request for you. Reimbursements can also be used for mileage expenses, where you enter travel details and PEX calculates the amount
- [What Are the Reasons for Card Declines?](https://support.pexcard.com/administrator-guide/what-are-the-reasons-for-card-declines.md): Distinguish PEX declines from merchant declines, where to see the reason for each, and how to remedy declines by adjusting funds or spend permissions.
- [What causes a negative card balance?](https://support.pexcard.com/administrator-guide/what-causes-a-negative-card-balance.md): Understand common situations such as fuel pumps, restaurants, hotels, and force posts that can leave a PEX card with a negative balance.
- [What is a Forced Post Transaction?](https://support.pexcard.com/administrator-guide/what-is-a-forced-post-transaction.md): A forced post transaction is a debit or credit transaction made by a merchant without a prior authorization. The merchant is able to bypass the authorization process by manually entering a previously obtained authorization code. As forced post transactions bypass the authorization process, PEX is no…
- [What is a Pending Transaction?](https://support.pexcard.com/administrator-guide/what-is-a-pending-transaction.md): Understand how authorization holds create pending transactions on PEX cards, when they expire, and why blocking a card cannot stop them.
- [What is an Expired Receipt?](https://support.pexcard.com/administrator-guide/what-is-an-expired-receipt.md): Learn why receipts attached to pending transactions can expire and how to reattach them when a merchant settles late or reprocesses a charge.
- [Where Can I Find a List of Federal Holidays?](https://support.pexcard.com/administrator-guide/where-can-i-find-a-list-of-federal-holidays.md): PEX will alert you by notification on the Administrator's Site with a banner when there is a Federal Holiday, and account funding cannot occur because the banks are closed. All transfers will require an additional day to complete.
- [Why Am I Being Asked for a Secure Access Code?](https://support.pexcard.com/administrator-guide/why-am-i-being-asked-for-a-secure-access-code.md): Learn why PEX prompts you for a Secure Access Code when logging in from a new device and how two-factor authentication protects your account.
- [Adding a PEX Card to Apple Pay](https://support.pexcard.com/cardholder-guide/adding-a-pex-card-to-apple-pay.md): Add your PEX card to Apple Pay on your iPhone or Apple Watch so you can tap to pay at participating merchants.
- [Adding a PEX Card to Samsung Pay on All Programs](https://support.pexcard.com/cardholder-guide/adding-a-pex-card-to-samsung-pay-on-all-programs.md): Add your PEX card to Samsung Pay on your Samsung device so you can tap to pay at participating merchants.
- [Adding PEX Card to Google Pay (pre-Nov 2019)](https://support.pexcard.com/cardholder-guide/adding-pex-card-to-google-pay-prenov-2019.md): Add your PEX card to the legacy Google Pay app on Android if you have not yet upgraded to the November 2020 release.
- [Adding your PEX Card to Google Pay](https://support.pexcard.com/cardholder-guide/adding-your-pex-card-to-google-pay.md): Add your PEX card to the current Google Pay app on Android so you can tap to pay at participating merchants.
- [Cancel a pending funding request](https://support.pexcard.com/cardholder-guide/cancel-a-pending-funding-request.md): Note that only cardholders have the ability to cancel a 'Pending' request. Administrators are able to either accept or reject a request.
- [Card Activation and Funding on Prepaid, Disburse, and Credit Expense Programs](https://support.pexcard.com/cardholder-guide/card-activation-and-funding-on-prepaid-disburse-and-credit-expense-programs.md): For security purposes, your PEX card is inactive when it is mailed.
- [Card Expiration and Renewal](https://support.pexcard.com/cardholder-guide/card-expiration-and-renewal.md): All PEX cards expire at midnight EST (Eastern Time) on the last day of the expiration month.
- [Card Spend Rules](https://support.pexcard.com/cardholder-guide/card-spend-rules.md): The Spend Rules govern how much you can spend with the PEX card, and where you can spend it (e.g. restaurants, airlines).
- [Cardholder Apps and Other Integrations](https://support.pexcard.com/cardholder-guide/cardholder-apps-and-other-integrations.md): Explore third-party apps and integrations available to PEX cardholders, including Expense Envelopes.
- [Contact cardholder support](https://support.pexcard.com/cardholder-guide/contact-cardholder-support.md): Reach the PEX cardholder support team by phone, 24 hours a day, seven days a week.
- [Contact Customer Support](https://support.pexcard.com/cardholder-guide/contact-customer-support.md): How to contact the PEX team
- [Creating a Reimbursement Request](https://support.pexcard.com/cardholder-guide/creating-a-reimbursement-request.md): Reimbursements let you get paid back for out-of-pocket expenses when you can't use your PEX card. Upload a receipt and PEX creates the request for you.
- [Declined Card Transactions (PEX Declines vs Merchant Declines) on All Programs](https://support.pexcard.com/cardholder-guide/declined-card-transactions-pex-declines-vs-merchant-declines-on-all-programs.md): PEX card transactions may be declined for a variety of reasons, either by the PEX system or by the merchant.
- [Deleting receipts from transactions (for cardholders)](https://support.pexcard.com/cardholder-guide/deleting-receipts-from-transactions-for-cardholders.md): The PEX platform lets cardholders attach an image of a receipt to the record of a merchant transaction.
- [Disputed Transactions on All Programs](https://support.pexcard.com/cardholder-guide/disputed-transactions-on-all-programs.md): Understand how to dispute a merchant transaction or report a fraudulent charge on your PEX card, including key timelines and when to contact PEX Customer Service.
- [Enabling SMS Multi-Factor Authentication for Cardholders](https://support.pexcard.com/cardholder-guide/enabling-sms-multifactor-authentication-for-cardholders.md): Opt in to receive your PEX login secure access code by SMS text message by verifying your phone number and enabling MFA.
- [Expense Envelopes for Cardholders](https://support.pexcard.com/cardholder-guide/expense-envelopes-for-cardholders.md): Expense Envelope allows you to submit an expense report for your Admin’s review.
- [Finding and updating your card billing address](https://support.pexcard.com/cardholder-guide/finding-and-updating-your-card-billing-address.md): Find the billing address associated with your PEX card and learn why it matters for online purchases and fuel pump transactions.
- [How to Add Card Transaction Notes (Cardholder Site) on All Programs](https://support.pexcard.com/cardholder-guide/how-to-add-card-transaction-notes-cardholder-site-on-all-programs.md): Cardholders can add Notes to their card transactions through the Cardholder Site. Notes are a good way to record the details of transactions (e.g. client, project, place, purchase order, etc.) or leave a comment for your business administrator to review.
- [How to Attach a Receipt to a Transaction Record (Mobile App; Cardholder)](https://support.pexcard.com/cardholder-guide/how-to-attach-a-receipt-to-a-transaction-record-mobile-app-cardholder.md): Cardholders can attach an image of a receipt to a transaction record using the PEX Mobile App.
- [How to Attach a Receipt to a Transaction Record (Website; Cardholder)](https://support.pexcard.com/cardholder-guide/how-to-attach-a-receipt-to-a-transaction-record-website-cardholder.md): Upload a receipt image to a transaction from the PEX dashboard website so your administrator has the documentation they need.
- [How to Change My Cardholder Password](https://support.pexcard.com/cardholder-guide/how-to-change-my-cardholder-password.md): You can easily change your Cardholder Password, both through the PEX Mobile App and through the PEX Dashboard Site.
- [How to Change My Cardholder Username](https://support.pexcard.com/cardholder-guide/how-to-change-my-cardholder-username.md): Changing your username is simple. You can use either the PEX mobile app or the web app.
- [How to Change My Email Address (Cardholder)](https://support.pexcard.com/cardholder-guide/how-to-change-my-email-address-cardholder.md): Cardholders can change their email addresses either through the PEX Mobile App or the PEX Dashboard Site.
- [How to Check My Card Balance on All Programs](https://support.pexcard.com/cardholder-guide/how-to-check-my-card-balance-on-all-programs.md): With a PEX Cardholder User Account, you can check your card balance easily, on the PEX Dashboard site and on the PEX Mobile App.
- [How to Create a New Cardholder User Account](https://support.pexcard.com/cardholder-guide/how-to-create-a-new-cardholder-user-account.md): Cardholders can check their card balances, download statements, add transaction notes/receipts, and update their profiles through the PEX website.
- [How to Download Cardholder Statements](https://support.pexcard.com/cardholder-guide/how-to-download-cardholder-statements.md): You can download your monthly cardholder statements from the PEX Cardholder website ([https://dashboard.pexcard.com](https://dashboard.pexcard.com/?utm_source=support)). Statements are not available through the PEX mobile app. Monthly statements are available as far back as the creation of the 16-di…
- [How to Enable Cardholder Notifications](https://support.pexcard.com/cardholder-guide/how-to-enable-cardholder-notifications.md): Subscribe to email and mobile notifications for transaction activity, card balance updates, funding requests, missing receipts, and low balance reminders.
- [How to enable multi-factor authentication (cardholders) on all programs](https://support.pexcard.com/cardholder-guide/how-to-enable-multifactor-authentication-cardholders-on-all-programs.md): Turn on multi-factor authentication for your cardholder profile so you receive a one-time secure access code by email each time you log in.
- [How to link multiple administrator or cardholder accounts](https://support.pexcard.com/cardholder-guide/how-to-link-multiple-administrator-or-cardholder-accounts.md): Link additional PEX cardholder or administrator accounts to your existing profile so you can switch between them with a single username and password.
- [If Your Card is Lost, Stolen, or Damaged](https://support.pexcard.com/cardholder-guide/if-your-card-is-lost-stolen-or-damaged.md): Contact your Administrator or PEX immediately to report lost, stolen, or damaged cards, as well as for any fraudulent charges.
- [International Use of PEX Cards (for Cardholder)](https://support.pexcard.com/cardholder-guide/international-use-of-pex-cards-for-cardholder.md): You can use PEX Cards internationally, provided that this feature has been turned on by your Administrator.
- [Lea este sitio en español (con herramientas de traducción en el navegador)](https://support.pexcard.com/cardholder-guide/lea-este-sitio-en-espaol-con-herramientas-de-traduccin-en-el-navegador.md): Instrucciones para traducir el sitio de soporte de PEX al español usando las herramientas de traducción de Chrome, Edge o Safari.
- [Limitations on Cash Access](https://support.pexcard.com/cardholder-guide/limitations-on-cash-access.md): The PEX card does **not** support access to cash and quasi-cash transactions, like money orders, giftcards, loan payments, Venmo, and other similar money transfer options.
- [Managing My PEX Card and Account](https://support.pexcard.com/cardholder-guide/managing-my-pex-card-and-account.md): Browse tasks for managing your PEX card and cardholder account, including passwords, billing address, funding requests, statements, and lost or damaged cards.
- [Managing Your Purchases with PEX](https://support.pexcard.com/cardholder-guide/managing-your-purchases-with-pex.md): Stay policy-compliant, submit receipts on time, add explanatory notes, code your purchases, and keep your company's finances running smoothly.
- [Mobile App - Overview (Cardholder)](https://support.pexcard.com/cardholder-guide/mobile-app--overview-cardholder.md): Use the PEX mobile app for iOS or Android to check balances, request funds, attach receipts, review transactions, and update your cardholder profile on the go.
- [Mobile Wallets](https://support.pexcard.com/cardholder-guide/mobile-wallets.md): Most PEX cards can be added to mobile wallets such as Apple Pay, Google Pay or Samsung Pay. Find out how to add your card to a mobile wallet.
- [Cardholder Guide](https://support.pexcard.com/cardholder-guide/overview.md): Start here for guides on managing your PEX card, tracking transactions, adding cards to mobile wallets, and contacting customer support.
- [PIN versus Credit Transactions](https://support.pexcard.com/cardholder-guide/pin-versus-credit-transactions.md): PEX Cards are not shipped with preset PINs.
- [Quick Start for Cardholders](https://support.pexcard.com/cardholder-guide/quick-start-for-cardholders.md): Learn how to get started with the PEX platform and get the most from your card account.
- [Receipt matching (Cardholder guide)](https://support.pexcard.com/cardholder-guide/receipt-matching-cardholder-guide.md): Receipt Matching allows you to automatically match receipts with a transaction, streamlining the reconciliation process within your PEX account.
- [Receiving your Card in the Mail](https://support.pexcard.com/cardholder-guide/receiving-your-card-in-the-mail.md): If your Administrator is shipping your card directly to your residence, please be sure that the Administrator has your complete and correct address, including an apartment number, floor, suite number, etc.
- [Replacement Cards](https://support.pexcard.com/cardholder-guide/replacement-cards.md): PEX will issue replacement cards when cards are lost, stolen, or damaged by request.
- [Requesting funds for your card](https://support.pexcard.com/cardholder-guide/requesting-funds-for-your-card.md): Submit a funding request to your administrator from the PEX dashboard or mobile app so they can add money to your prepaid expense card.
- [Restrictions on Loading Funds onto the PEX Card](https://support.pexcard.com/cardholder-guide/restrictions-on-loading-funds-onto-the-pex-card.md): The PEX card does **not** support access to cash (e.g., at an ATM, or as "cash back" at point-of-sale).
- [Setting a Primary Account on Login](https://support.pexcard.com/cardholder-guide/setting-a-primary-account-on-login.md): If you have multiple accounts, you can change which account displays by default when you log in to the PEX dashboard or Mobile App.
- [Split or Partial Transactions](https://support.pexcard.com/cardholder-guide/split-or-partial-transactions.md): A "split transaction" (or "split payment") is one where partial payment is made with a PEX card, and the balance is paid either with cash or with a second card.
- [Text to PEX (Cardholder guide)](https://support.pexcard.com/cardholder-guide/text-to-pex-cardholder-guide.md): Text in your receipts and notes via SMS or Email. PEX will auto match receipts and notes to their transactions for you.
- [Transaction Notes](https://support.pexcard.com/cardholder-guide/transaction-notes.md): Sometimes expenses require some explanation. That's why PEX allows 'Transaction Notes' to be added to selected transactions by either the administrator or the cardholder.
- [Transactions](https://support.pexcard.com/cardholder-guide/transactions.md): How to understand transactions on your card.
- [Troubleshooting Cardholder User Login](https://support.pexcard.com/cardholder-guide/troubleshooting-cardholder-user-login.md): Resolve common issues signing in to your PEX cardholder account, including wrong URLs, forgotten usernames or passwords, and cached credentials.
- [Understanding pending transactions](https://support.pexcard.com/cardholder-guide/understanding-pending-transactions.md): When PEX approves a request to authorize a card transaction, in most cases PEX places an 'authorization hold' on the cardholder account. The 'authorization hold' is displayed as a 'pending transaction' in the transaction list, and it reduces the available balance of the Card by the amount of the req…
- [Using Your PEX Card to Buy Fuel](https://support.pexcard.com/cardholder-guide/using-your-pex-card-to-buy-fuel.md): Understand how to use your PEX card at the fuel pump versus inside the gas station, including minimum balance holds and settlement timing.
- [What is the Lifecycle of a Transaction? From Authorization to Settlement on All Programs](https://support.pexcard.com/cardholder-guide/what-is-the-lifecycle-of-a-transaction-from-authorization-to-settlement-on-all-programs.md): Follow a PEX card transaction from authorization to settlement to understand holds, pending amounts, and why settled totals can differ from the original charge.
- [Where You Can Use the PEX Card](https://support.pexcard.com/cardholder-guide/where-you-can-use-the-pex-card.md): You can use your PEX card in the United States (50 States and the District of Columbia) wherever prepaid Visa debit cards are accepted.
- [Connecting the PEX MCP Server to a Microsoft Copilot Studio agent](https://support.pexcard.com/developer-guide/connecting-pex-mcp-to-copilot-studio.md): Wire the PEX MCP Server into a Microsoft Copilot Studio agent so it can read your PEX account data and call PEX tools on your behalf.
- [Contact API Support](https://support.pexcard.com/developer-guide/contact-api-support.md): Reach the PEX API support team for existing integrations or contact PEX sales if you are a new customer interested in API access.
- [Developer Guide](https://support.pexcard.com/developer-guide/developer-guide.md): PEX offers a full API solution for developers looking for advanced functionality.
- [Does PEX Offer an API?](https://support.pexcard.com/developer-guide/does-pex-offer-an-api.md): The PEX platform is also available through a complete set of JSON based APIs which can be used to duplicate every feature available in our admin portal as well as support a few features that are not.
- [Obtaining a PEX API key](https://support.pexcard.com/developer-guide/obtaining-a-pex-api-key.md): Register for a PEX developer account and request API access so your organization can authenticate against the PEX API.
- [PEX API Basics](https://support.pexcard.com/developer-guide/pex-api-basics.md): Start with PEX API basics, including whether PEX offers an API, how to obtain an API key, and how to reach API support.
- [PEX Help Center](https://support.pexcard.com/index.md): Search the PEX Help Center or ask our AI assistant. Guides for cardholders, administrators, and developers.

## OpenAPI Specs

- [openapi](https://support.pexcard.com/openapi.json)

## Optional

- [Support](https://www.pexcard.com/contact-us/)
- [FAQs](https://www.pexcard.com/faq/)
- [Blog](https://www.pexcard.com/blog/)