Managing P-Cards [CapitalOS x RollCredits]
How to Activate Card
To activate your P-card by texting the last 4 digits of the card to +1 (254) 321-2308.
How to Freeze Card
Go to the Cards tab: https://app.rollcredits.io/cards
Click “Manage Cards”
Click the “Freeze” button that corresponds with the card(s) you need to freeze.
How to Edit Card Settings
After creating a credit card, you’re able to update the following settings for a card:
Card nickname
Category limit
Budget limit
Here are the steps to get there!
Go to the Cards tab: https://app.rollcredits.io/cards
Click “Manage Cards”
Click “More” and you will get a dropdown menu.
Select “Edit Settings” and it will bring you to a new window.
How to Terminate Card
Go to the Cards tab: https://app.rollcredits.io/cards
Click “Manage Cards”
Find the credit card you want to terminate and click “More” to get the dropdown menu.
Select “Terminate” to terminate a credit card.
How to Replace Card
Go to the Cards tab: https://app.rollcredits.io/cards
Click “Manage Cards”
Find the credit card you want to replace and click “More” to get the dropdown menu.
Select “Replace” to replace the credit card.
How to Create New Card
Go to the Cards tab: https://app.rollcredits.io/cards
Click “Create My Card”
Fill out the following information to create your card.
How to Dispute Charge [Fraud]
Go to the Cards tab: https://app.rollcredits.io/cards
Go to the specific transaction and click on it. Once you click on the transaction, it will expand to show all of the charge details.
On the bottom left-hand corner, click “Dispute.”
A new window will pop up and you can start filling out the questionnaire. Complete this to the best of your ability to submit for our credit partners to review. Typically it will take up to 30 days for them to investigate a disputed transaction.
How to Search & Filter Card Transactions
Go to the Cards tab: https://app.rollcredits.io/cards
Click “Add Filters” in order to search and filter based on the name, date, amount, and card number.
Once you filter the category that best suits your needs, you can click “Apply” and all corresponding transactions will appear together.