Business Card Services StatementLook User s Guide Phone:

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Business Card Services StatementLook User s Guide Phone: 1-800-441-4025 www.businesscardstatement.com Register Your Account... 2 Successful Registration First Time Login... 8 Forgot User Name.

1 Business Card Services StatementLook User s Guide Phone: Register Your Account... 2 Successful Registration First Time Login... 8 Forgot User Name Forgot Password Account Summary Main Transaction History Statements Account Info Payments Alerts Services..34 Program Administrator Help Frequently Asked Questions Contact Us Glossary of Terms...53

2 Register Your Account Actions Enter your account number in the Register Now box and click [Submit]. 2

3 Security Verification Note: Questions asked will vary depending upon the type of account you are registering. Individual/Sub Account- Control Account- Actions Enter the information requested in the boxes on the screen and click [Submit]. All requested information pertains to what we have on file for your account. 3

4 Computer Identification Actions Click [Yes] to save your IP address with your user identity. Click [No] if you do not want to save your IP address with your user identity. 4

5 Member Registration Actions Complete all fields following the on screen instructions for creating a user name and password. Select two security questions and provide the answer then click [Submit]. 5

Confirmation Code Actions Go to your email (sample next page) and retrieve the confirmation

6 Confirmation Code Actions Go to your (sample next page) and retrieve the confirmation code from the bottom of the message, enter it here (including dashes) then click [Submit]. 6

Sample welcome e-mail with confirmation code Note: If you use a spam filter, please be sure that you add the email address

7 Sample welcome with confirmation code Note: If you use a spam filter, please be sure that you add the address BusinessCardServices@e-customer-service.com to your filter s list of acceptable addresses to prevent the message from being blocked. 7

8 Successful Registration First Time Login Actions Enter your new user name and password in the Sign In box and click [Submit]. 8

9 Security Verification This screen will be displayed after entering your User Name and Password only if you are accessing your account from an IP address that is not part of your user profile. You will have the chance to register the current IP address after successfully answering the question(s) below. Note: Questions asked will vary depending upon the type of account. Actions Enter the information requested in the boxes on the screen and click [Submit]. All requested information pertains to what we have on file for your account. 9

10 Forgot User Name The Forgot User Name functionality is only for individual account users. If you forgot your Program Administrator User Name, contact customer service at the number on the back of your card. 10

11 Forgot User Name- Step 1 Action Enter the card account number that was originally used to register and click [Next]. 11

12 Forgot User Name- Step 2 Action Enter the answers to the security questions you selected during the original registration and click [Next]. Note: If you forgot the answers to the security questions you can select the option above the boxes to proceed. 12

13 Forgot User Name- Step 3 Action Enter the requested information following the on screen instructions and click [Submit]. You will be brought back to the Sign In screen. 13

14 Forgot Password The Forgot Password functionality is only for individual account users. If you forgot your Program Administrator Password contact customer service at the number on the back of your card. 14

15 Forgot Password- Step 1 Action Enter the user name selected during the original registration then click [Next]. 15

16 Forgot Password- Step 2 Action Enter the answers to the security questions you selected during the original registration then click [Next]. Note: If you forgot the answers to the security questions you can select the option above the boxes to proceed. 16

17 Forgot Password- Step 3 Action Enter the requested information following the on screen instructions and click [Submit]. You will be brought back to the Sign In screen. 17

18 Account Summary Main 18

Account Summary View Related Accounts Note: Applies to Control Accounts only (accounts with one main account and one or more sub-accounts) Actions If you are logged into a Control Account, you can

19 Account Summary View Related Accounts Note: Applies to Control Accounts only (accounts with one main account and one or more sub-accounts) Actions If you are logged into a Control Account, you can get to the Related Accounts page by putting your mouse pointer over Account Summary on the left navigation bar and selecting View Related Accounts Once on the Related Accounts page click on an account number to view the Account Summary page for that account. To switch back and forth between accounts select View Related Accounts from Account Summary in the left hand navigation bar anytime. 19

Transaction History View Current and Previous Transactions Actions Select the period of transactions you want to view from the drop down list. Current unbilled transactions always appear first.

20 Transaction History View Current and Previous Transactions Actions Select the period of transactions you want to view from the drop down list. Current unbilled transactions always appear first. You can search for transactions by entering your search information in the Search Transactions box and clicking [Search]. A printer friendly version of the information displayed on the page is available by clicking on Printer Friendly Version. Transactions can be downloaded in CSV format, which can be opened in Microsoft Excel and most other financial and spreadsheet applications. Download options are also available for older versions of Microsoft Money and Quicken using the QIF format and QuickBooks using the QBO format. Just click on Download Transaction Data to select your download type. Note: QIF is not supported in newer versions of Quicken and Microsoft Money. 20

21 Statements- View Statements 21

22 Statements- Delivery Method Actions Select the format to that you want to receive your monthly statement in. Enter the address you want the statement available to go to then click [Submit]. If you select Electronic Statements you will be required to review and confirm the Notice and Consent (sample next page). 22

23 Electronic Statement Notice and Consent Actions If you agree to the notice click [Continue]. 23

Account Info - Cardholder Information Action Enter the email

24 Account Info - Cardholder Information Action Enter the address that is associated with the account and click [Submit]. 24

25 Account Info Change Password Action Complete all fields following the on screen instructions for changing a password then click [Submit]. 25

Payments Online Payment (One time payments) Actions Enter the amount that you want to pay, select the type of account you are paying from, enter your routing and account numbers

26 Payments Online Payment (One time payments) Actions Enter the amount that you want to pay, select the type of account you are paying from, enter your routing and account numbers then click [Submit]. Note: Payments submitted before 6:00 PM ET will be processed the same day and posted to your account the next business day (excluding weekends and holidays). 26

27 Payments Schedule Auto-Pay (Recurring payments) Actions Select the amount to Auto-Pay monthly, select the type of account you are paying from, enter your routing and account numbers and click [Submit] 27

28 Payments Payment History 28

29 Payments Remittance Stub Actions Print this remittance stub if you need to mail in your payment. Be sure to provide all requested information. 29

30 Alerts- Manage Registration Actions Enter a registration name (must be actual words) for the card that will be referenced in all alert notifications. Enter up to two alert destinations (one and one cell phone number or two of one type) for the alerts to be sent to and click [Submit]. 30

31 Alerts- Manage Alert Preferences Actions Select the registration name you want to establish alerts for from the dropdown and click on the name. 31

32 Alerts- Manage Alert Preferences Actions Click the box for each type of alert you want to activate. If you select Authorization Amount you must enter a Purchase Amount for the minimum (enter in whole dollars only, to be alerted on all purchases enter 1). For each alert, select the destination from the dropdown. 32

33 Alerts- Manage Alert Preferences Actions In the destination dropdown, you can select form the options to determine where the alert notification will be sent. Destination 1 and 2 (if applicable) were determined during the registration process. You can select the option to add a new or cell phone. Click [Submit] when all preferences are complete. 33

34 Services- Replace Card Actions Select the name on the card you want to replace then click [Submit]. Note: This option is only to replace a damaged card. If your card is lost or stolen call customer Service at the number on the back of your card. 34

Services- Request PIN Actions If you had been issued a PIN (Personal Identification Number) previously and need a reminder mailed to you Click [Submit].

35 Services- Request PIN Actions If you had been issued a PIN (Personal Identification Number) previously and need a reminder mailed to you Click [Submit]. Your company may not authorize cash transactions on your card. If you have not received a PIN previously, contact your program administrator or call customer Service at the number on the back of your card. 35

36 Program Administrator- First Time Login Actions Enter the user name and password provided to you in the Sign In box and click [Submit]. 36

37 Program Administrator- Member Registration Action Complete all fields following the on screen instructions for creating a new password then click [Submit]. 37

Program Administrator- Administration Summary Main Action The main screen for the Program Administrator (PA) will display all accounts issued

38 Program Administrator- Administration Summary Main Action The main screen for the Program Administrator (PA) will display all accounts issued to your company (except lost, stolen and revoked). When you click on an account, you will go to the Account Summary screen for that account. 38

39 Program Administrator- Account Summary Action Once you are in an individual account, you will have all of the same functionality as the individual user (see previous pages for instructions) and you can perform the additional functions listed in the top menu on this specific account. 39

Program Administrator- Change Status Action Click the drop dowm arrow next to status and click on then new status you want applied to this account then click

40 Program Administrator- Change Status Action Click the drop dowm arrow next to status and click on then new status you want applied to this account then click [Submit]. If an account is in a closed or suspend status, you can select normal to remove the block then click [Submit]. The change is effective immediately. 40

41 Program Administrator- Restrictions Action Restrictions can be placed on an account to control the type of spend that can be authorized. The restriction categories are based on industry standards. Restrictions can be added and removed at any time and are effective immediately. Restricting a control account will add restrictions to all all accounts linked to the control account. 41

42 Program Administrator- Access Log The access log allows you to view when and who made any changes to a specific account. 42

43 Program Administrator- Account Summary Action To return to the administration summary page click [Administration] from the top of the menu. 43

44 Program Administrator- Account Search Action The account search function allows you to type in the account number (or last four of the number) you are looking for rather than scrolling through the entire list. 44

45 Program Administrator- Change Credit Line Action The change credit line function allows you to increase or decrease the individual credit line on an account. The total of all credit lines must be within the overall company limit to proceed. 45

46 Program Administrator- Audit Report The audit report allows you to view any changes made to the company level information by the Program Administrator. 46

47 Program Administrator- Change Password Action Enter the information requested to change your Program Administrator password following the on screen instructions and click [Submit]. 47

48 Program Administrator- Company Info Action Update the information and select [Submit]. 48

49 Help Frequently Asked Questions Frequently Asked Questions What if my credit card gets lost or stolen? If you have a missing credit card, report it immediately to our 24-hour Customer Service number, This number is also printed on your monthly statements. We will cancel your card and send you a new one. What if there are unauthorized charges on my stolen card? If your card is stolen, you are not liable for these charges. If you suspect your card has been stolen you should call us right away at

50 What if I want to dispute a charge on my statement? If you have a problem with the quality of property or services that you have purchased with your BusinessCard Credit Card, and you have tried in good faith to correct the problem with the merchant, call us at Where do I send my payments? Please send any Business Card Services Credit Card payments via regular mail to: Business Card Services P.O. Box 1044 Brattleboro, VT Please include your credit card account number on your check. Are there other ways I can make payments? Yes. You can pay your bill online using the Business Card Services Statementlook. What is the Business Card Services Statementlook? Business Card Services Statementlook provides an easy and secure way to view your credit card account information online. With this service, you can view your account summary and transaction information and make payments, all from the convenience of your desktop. What information is needed to use Business Card Services Statementlook? You will be asked to provide certain security information. This information helps us to authenticate you and to provide you with the correct account information. How much does it cost to view my transaction activity online? Business Card Services Statementlook is a free service provided to your company. What account information can I see on Business Card Services Statementlook? Business Card Services Statementlook includes account summary information and your monthly transaction activity for the current and six previous billing cycles. Who do I contact if I have an issue with an item within my online transaction activity? If you have questions about charges to your account, transactions on your account or any other account information displayed on this Web site, please call

51 What security measures does Business Card Services Statementlook use? We use advanced encryption techniques, including Secure Socket Layer technology, to protect the information you provide to us over the Internet. You can tell that the session is secure when you see a locked padlock displayed at the bottom of most browser windows. In addition, before displaying any transaction activity information online, we verify the identity of the cardholder, using the sign in or enrollment information. Can anyone other than the cardholder view statements or make bill payments? The information requested on the Sign In page is designed so that all cardholders can enter the site and view their own account information. The company or control account can view the account information of all sub-accounts and make payments on the company or control account. Sub-accounts can view only their own account information. For quality assurance, customer service or account maintenance purposes, Business Card Services' employees and agents may also access your account information through this Web site. 51

52 Contact Us 52

53 Glossary of Terms IP Address. In the context of StatementLook, the IP address (aka Internet address) is a series of numbers separated by periods that identifies your computer to the StatementLook system. Each time you connect to StatementLook the system determines what IP Address you are logging in from and checks to see if it is registered as part of your user profile. If it is then you are able to log in without going through additional security validation (you still need to enter your valid user name and password). If you are using a computer, that you do not normally use, your IP address could be different and therefore you would be asked to verify additional information before logging in. Your IP address may also be different if you are using a dial-up or satellite Internet connection or if you have recently changed Internet service providers or are connecting via a laptop computer from a different network than you normally use. In those cases or if you never registered an IP address when you set up your username and password, you would be asked to verify additional information before logging in to StatementLook. Control Account. If your company has multiple cards issued to multiple employees you can consolidate the accounts by having Business Card Services designate a Control Account to link other Sub-Accounts to. By registering your control account with StatementLook you will be able to access all Sub-Accounts without having to log into those accounts separately. Please contact us at for more information. Sub-Account(s). These are accounts that are linked to the Control Account for easier reconciliation and payment. They can be viewed individually by the individuals whose names are on the cards or in a consolidated manner under one StatementLook user ID and Password by the person who has been grated access to the Control Account. Individual Account. When an account is not a Control Account or Sub-Account it is classified as an Individual Account. Auto-Pay. You can set up your accounts to be paid from your checking or savings account on a recurring basis using Auto-Pay. You can choose to pay the Minimum Amount Due, Full Statement Balance, or a Custom Amount. The payment will be made on the Payment Due Date. For additional information, please contact us at

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