User Guide: RollCredits Card Holders Onboarding
Introduction
Welcome to RollCredits! This guide will help you set up and manage your P-Card account efficiently. Follow the steps below to ensure a smooth onboarding experience.
Your Role as a Card Holder
As a RollCredits Card Holder, you are responsible for:
Uploading receipts for all P-Card transactions.
Managing and monitoring your P-Card charges.
Setting up and activating your P-Card.
Using RollCredits to streamline payment approvals and expense tracking.
Onboarding Checklist
Step 1: Set Up Your RollCredits Account
Accept the email invitation from RollCredits.
Enter your full name.
Add your phone number to receive P-Card notifications.
Bookmark RollCredits on your phone and desktop browser.
Step 2: Activate Your P-Card
Via Text
You will receive a text with a link to accept the terms and conditions.
Select the box and click "Accept Terms" to activate your card.
If you can't find the text, search "RollCredits" in your messages.
On Desktop
Sign into RollCredits.
Navigate to the "Cards" tab.
Check the box to accept "Stripe’s Issuing Terms."
Click "Activate" to complete activation.
Step 3: Sign In on Your Default Phone Browser
Open Chrome or Safari on your phone.
Sign into RollCredits.
Bookmark the URL for quick access.
How to Upload Receipts
Via Text Message
Every time you make a purchase, you will receive a confirmation text.
Reply with a photo of the receipt (JPEG or screenshot only, no PDFs).
The AI will automatically attach the receipt to the transaction.
Via Phone
Click the link in your transaction confirmation text.
Take or upload a photo directly within the app.
Alternatively, go to the P-Card tab and select "Upload & Match."
On Desktop
Navigate to the "Transactions" tab.
Click "Upload & Match" under the P-Card tab.
Via Email
Forward invoice or receipt emails to your production’s designated email (from the email address attached to your RollCredits Account only).
AI will automatically match them to transactions.
Handling Unmatched Receipts
If AI cannot match a receipt, it will move to the "No Match" tab.
Manually merge or delete unmatched receipts from this section.
Support & Contact Information
For any issues or additional support:
Email: help@rollcredits.io
Phone: (888) 870-8069
In-App Chatbot: Available within the RollCredits app.
Help Guide: P-Card FAQ (Stripe)
Final Steps
✔ Bookmark RollCredits for easy access. ✔ Ensure your phone number is updated for receipt upload notifications. ✔ Reach out for support whenever needed!
Thank you for using RollCredits! 🎬