Instant Card

Section outline

• Select section

  Collapse all Expand all

   Welcome

  Here's everything you need to know to get started with Instant Card.

  Provide feedback about Instant Card Training.
• Select section Instant Card Overview

  Instant Card Overview

  • Select activity Instant Card Program Overview

    

    Instant Card Program Overview Page

    This 8:35 minute video provides an overview of how the Instant Card works and how the process flows for your card program.

  • Select activity Web Portal Registration

    

    Web Portal Registration Page

    This 2:27 minute video shows Company Administrators, Provisioners and Approvers how to register for the Expense Wizard web tool. Company Administrators use this tool to manage user profiles and settings. Provisioners use it to create and maintain instant cards. Approvers use it to approve card setup. The approver functionality is optional. The link to the web portal is https://expensewizard.usbank.com.

  • Select activity Mobile App Registration

    

    Mobile App Registration Page

    This 1:48 minute video explains how cardholders and provisioners can register for the Instant Card mobile app. Search on the Apple App Store or Google Play Store for U.S. Bank Instant Card.

• Select section Cardholders

  Cardholders

  • Select activity Instant Card Quick Reference for Cardholders

    

    Instant Card Quick Reference for Cardholders File
  • Select activity Carte virtuelle - Guide de l’usager - Titulaire de carte

    

    Carte virtuelle - Guide de l’usager - Titulaire de carte File
  • Select activity Using and requesting cards

    

    Using and requesting cards Page

    This 2:22 minute video explains how to use the Instant Card Mobile App, including how to view your card information in the mobile app and how to download your card to your mobile wallet. Use the link in your card information email or search for U.S. Bank Instant Card on the Apple App Store or Google Play Store.

• Select section Provisioners

  Provisioners

  • Select activity Instant Card Quick Reference for Provisioners

    

    Instant Card Quick Reference for Provisioners File
  • Select activity Carte virtuelle - Guide de l'usager - Fournisseur

    

    Carte virtuelle - Guide de l'usager - Fournisseur File
  • Select activity Card Provisioner Tasks

    

    Card Provisioner Tasks Page

    This 17:17 minute video shows Provisioners how to create and send cards using the web portal and the mobile app.

• Select section Company Administrators

  Company Administrators

  • Select activity Company Administrator Tasks

    

    Company Administrator Tasks Page

    This 6:08 minute video shows Company Administrators how to use the web tool to create and maintain user profiles and manage company settings.

  • Select activity Access Online Flex Data Report - Transactions

    

    Access Online Flex Data Report - Transactions Page

    This 11:13 minute video shows how to create and run a transaction report in Access Online, which is the back-end system for Instant Card information. Program Administrators can create a custom report to access current or historical transaction information for your Instant Card program.

  • Select activity Access Online Managing Account Statement

    

    Access Online Managing Account Statement Page

    This 1:49 minute video shows you how to view and download your managing account statement for billing purposes from Access Online. You have two managing accounts for this card program. You can type a % in the Managing Account Name field to search for your managing accounts. For statements, select the account with SUA (Single Use Account) in the managing account name.

  • Select activity Access Online Managing Account Profile

    

    Access Online Managing Account Profile

    The credit limit and available credit on your managing account determine the amount that your organization has available for issuance of cards. If you have a prefunded account, you can make a payment in order to increase the available amount for card issuance. Use the Managing Account Profile Quick Reference for steps on how to look up the information in Access Online. Call your Account Coordinator for assistance if needed.

• Select section Approvers

  Approvers

  • Select activity Card Approver Tasks

    

    Card Approver Tasks Page

    This 5:14 minute video shows approvers how to use the web tool to approve card setup. The card approval process is optional for the Instant Card program.