Manage your corporate cards in CommBiz

Overview

Here's what you can do:
- View statements
- Order new or replacement cards and PINs
- Change limits
- Update cardholder contact details
- Cancel cards

Setting up card administrators

CommBiz works a little differently - you’ll need to select card administrators to manage your facility. Many customers choose their existing facility point of contacts as card administrators.

For assistance with corporate cards in branch or over the phone, we can speak to your facility point of contacts.

Before starting
- Link your corporate card facility to CommBiz – see Adding Accounts. When asked for an account number, make sure you provide your facility number – this is available on a recent statement.
- You’ll need a Service Delegate set up on your service to authorise requests
How to set up card administrators

Nominate people to manage your corporate cards by adding them to a card administrator group:
1. Log on to CommBiz and go to Admin > Maintenance Requests
2. Select Card Administrator in the left hand menu
3. Click Create a New Group (or Edit if you already have one set up)
4. Choose a name for the group
5. Choose your card administrator(s) from the list of identified CommBiz users. If you need to add a new user or request an ID check for an existing user, see Managing CommBiz Users
6. Choose which facilities/cards will be managed by the selected card administrator(s)
7. Click Save > Confirm
8. A Service Delegate needs to authorise the request

Adding a new cardholder

For card administrators
1. Go to Functions > Service Requests
2. Click Order a New Commercial Card on the left hand menu
3. Complete all required fields
4. Click Submit > Confirm
5. Print the form and have it signed by the corporate card facility authorised signatory(ies)
6. Email the completed form to CorpCardEnq@cba.com.au

Managing existing cards

For card administrators
1. Go to Functions > Service Requests
2. Click Maintain Existing Commercial Cards on the left hand menu
3. Choose the relevant facility number from the list
4. Click Search. All cards attached to the facility are displayed.
5. Complete the appropriate fields or check boxes next to the relevant card. You can:
  - Set a monthly limit
  - Set a transaction limit
  - Order a new PIN (by mail)
  - Re-issue a card
  - Edit contact details
  - Cancel a card
6. Click Submit > Confirm > OK
7. You can view the status of your request by going to Functions > Service Request Status List

CommBiz help

Important information

This guide is published solely for information purposes. As this guide has been prepared without considering your objectives, financial situation or needs, you should consider its appropriateness to your circumstances and if necessary seek the appropriate financial advice before acting on information in this guide. Commonwealth Bank of Australia ABN 48 123 123 1234. Call 13 2221 or view our terms and conditions.