How to use Card Management with WEX

Created by Al Ceric, Modified on Tue, May 21 at 11:33 AM by Al Ceric

Connected Services

After you have authorized the data sharing, next you can simply connect the service by selecting WEX EFS Fleet Card connect button.

You will notice in the pop up you must enter your username and password for WEX EFS. Once you have entered the correct credentials, you should be connected. To verify go to Card Management in the main menu and you should see your cards appear.

IMPORTANT: DO NOT MAKE CHANGES IN WEX ONCE YOU ARE CONNECT WITH TRUCKIN DIGITAL. WE PROVIDE A ONE WAY CONNECTION, NOT TWO-WAY. CHANGES ON WEX WILL NOT APPEAR ON TRUCKIN DIGITAL.

1. After connecting the service, proceed to Card Management located in the menu on the left-hand side.

2. Click on the Link Card button. (Only capable cards have these features such as WEX & Truckin Digital Cash Card)

then you can select the Card Provider, enter the Card Number, and choose who to Assign To.

Another method for assigning cards is to allocate them directly within the list itself.

3. On each row, clicking on the three dots presents different options to configure for each card.

4. Clicking on an entire row presents various options for Card Details, as well as setting Limits and Restrictions for the selected card.

5. You have the option to activate various features in Card Summary section, including: SMS Fraud Alert, Deduction of All Transactions on Payroll, Cash Advance Deduction on Payroll, Setting the PIN, and ATM Access.

6. In the Limits and Restrictions section, you can set spending limits on the card, reset those limits, specify allowed times for transactions, require a PIN, mandate ID verification, restrict usage by days, and limit transactions to certain locations.

7. On the Card Management page, as you scroll down past the Cards section, you will find Transactions listed. Within the Transaction table, it is possible to assign users to transactions and there is also an option to dispute a specific transaction.

8. Additionally, you have the option to print a report or export the transactions as a CSV file.