Vanessa
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Articles
Recent activity by Vanessa-
How to add a new department
Admin users have the option to add multiple departments on file. Each FFB Bank Elevate account requires at least one department on file at all times. 1. Log on to https://app.elevatecard.ffb.bank/w...
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How to Terminate a Virtual or Physical Card
Users can terminate their card anytime by following the steps below: Log in to your account via https://app.elevatecard.ffb.bank/web and click Cards from the left-side menu of the Dashboard. Selec...
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Lifetime Cashback Overview
Admins can view the Lifetime Cashback from the Dashboard. The amount shown in this area is just a representation of the total accumulated cashback in the account. You cannot use this amount as cash...
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Payments Overview
Admins can quickly view payments directly from the dashboard, which shows the Total Balance, Payment in Process, Available Credit, Next Payment, and Previous Payment. You can also go to the payment...
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Tasks Overview [admin]
Admins can quickly view tasks that require attention in the Task Manager area of the dashboard. Clicking a Task Manager directs you to the pending tasks page, where you can Submit Transactions for ...
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How do I update the company's billing and mailing addresses?
Admin users can update their company's billing and mailing addresses through their FFB Bank Elevate account at any time. 1. Log on to https://app.elevatecard.ffb.bank/web.2. On the side menu, click...
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How to Connect to QuickBooks Online
The FFB Bank Elevate Card expense management platform offers a real-time, bi-directional integration with QuickBooks Online. You can pull in data such as your chart of accounts, locations, custome...
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How to configure the company's expense policy
Admin users can set and enforce specific expense policies that align with their business practices. 1. Log on to https://app.elevatecard.ffb.bank/web.2. On the side menu, click on your company name...
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How to integrate your account to Xero ERP
Connecting to Xero integrationAdmin users have the option to sync their Xero accounts to their FFB Bank Elevate account. 1. Log on to https://app.elevatecard.ffb.bank/web.2. On the side menu, click...
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How to Export the list of all cards in the account
Admins can export a CSV file of the list of current cards in the account. 1. Log on to https://app.elevatecard.ffb.bank/web.2. From the Dashboard, click Cards on the left menu. 3. Then, from the Ca...