User Guides

Dashboard

• How to check a user's role and account access [user]
• My Transactions Overview [user]
• My Cards Overview [user]
• Task Manager Overview [user]
• How to finalize my account setup and activate my new Visionary Card?

Personal Settings

• How do I update my Visionary account profile? [user]
• How do I update my Visionary account password? [user]
• How to delegate account access [user]

Cards

• How to Terminate a Virtual or Physical Card
• What should I do if my Visionary Card is lost or stolen?
• How to view card status and card limit [user]
• How to view the card number [user]
• How to freeze or unfreeze an existing physical or virtual card [user]
• How to locate a card's billing address and zip code [user]

See all 10 articles

Transactions

• Adjusting the Transaction Category or Adding Users in Attendance [user]
• How to add a memo and missing receipts to a transaction [user]
• Why was my card transaction declined? [user]
• How to review and submit a transaction in the Visionary Card web app
• How to dispute a transaction [user]

Mobile App for Users

• How do I use my Visionary Card with Apple Pay?
• Completing your Visionary Card account setup on mobile [user]
• Can I use my Visionary Card with Apple Pay, Google Pay, or Samsung Pay?
• How to download the Visionary Corporate Card mobile app [user]

Troubleshooting & FAQ

• Merchant PIN prompt