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How To Update Your Notification Preferences

From your consumer portal you have the ability to set or update text and email notifications.  To do this you must be logged into your account. Step 1:  From your account HOME page, select the MESSAGE CENTER tab. Step 2:  From the MESSAGE CENTER page, click on UPDATE NOTIFICATION PREFERENCES. Step 3:  On the UPDATE NOTIFICATION PREFERENCES page you […]


How To Submit Your Receipts : Card Use Verification

How to Submit Receipts In accordance with IRS regulations, valid receipts have four elements that must be present for substantiation. Date of Service or Purchase Itemized List of Service or Product Name of Provider or Merchant Responsibility or Costs In some IRS approved instances, your card transactions may be auto-substantiated.  If your expense is not […]


How To File A Claim Through Your Consumer Portal

*Please Note:  Filing a claim is for requesting reimbursement on out-of-pocket expenses.  This is not the process for card use verification.* Step 1:  From your account HOME page click the FILE A CLAIM button. Step 2:  Begin creating the reimbursement by selecting the PAY FROM account and the PAY TO account.  Click the NEXT button when you are ready […]