PEX cardholder training

Learn how to use your PEX card from day one. This training video walks cardholders through every feature of the PEX cardholder platform — from registration to reconciliation. What's covered: 00:00 – Introduction 00:05 – How to register your PEX card at dashboard.pexcard.com 00:28 – Updating your profile and notification settings 01:19 – Navigating the cardholder dashboard 01:28 – How to submit a funding request 02:00 – Viewing and reconciling transactions 02:53 – Adding receipts, tags and notes to transactions 03:56 – Approvals and rejections explained 04:15 – Exporting reports and card statements 04:40 – Understanding spend rules and card restrictions 05:14 – How to contact PEX cardholder support ❓Frequently asked questions: How do I register my PEX card? → Go to dashboard.pexcard.com, enter your 16-digit card number and verify your identity using the code sent to your email. How do I request more funds on my PEX card? → Click "Request Funding" on the main dashboard, enter the amount and reason, and your administrator will review the request. How do I add a receipt to a PEX transaction? → Go to the Transactions tab, click the transaction, and use the Upload button to attach your receipt. Why was my PEX card declined? → Your administrator may have spend rules in place. Check the Spend Rules tab to see any restrictions on your card. How do I get low balance alerts on my PEX card? → Set a balance threshold in the mobile app to receive text notifications when your card drops below that amount. How do I contact PEX cardholder support? → Find the support phone number under "Contact Us" at the bottom of the screen, or on the back of your card. Register and log in at: dashboard.pexcard.com #PEX #PEXcard #CardholderTraining #ExpenseManagement #PEXcardholder #CorporateCard #SpendManagement #Reconciliation #FinanceTraining