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Descubre la Iniciativa Hispana de WeStreet: un espacio creado especialmente para ti. Nuestra página en español ofrece educación financiera y detalles sobre nuestros productos y servicios.
Discover WeStreet in Spanish: a space created especially for you. Our website in Spanish offers financial education and details about our products and services.
westreet españolWeStreet SpendTrack gives you control over your WeStreet Business credit cards in one convenient location. You can set up your digital wallet, change your PIN, turn your cards on or off, report your card lost or stolen, and much more.
Q. Where can I find the terms and conditions document?
The View terms and conditions link is located at the bottom right corner of the home page.
Q. Who can I call for support on SpendTrack?
Please contact (918) 610-0200.
Q. What are the parameters when setting my password?
Your password must contain at least nine characters, including at least one uppercase letter, one number and one special character. You may not reuse any of the four most recent passwords.
Q. Is my password the same on the mobile and web application?
Yes.
Q. How soon does my web session timeout?
Your session will time out after 15 minutes of inactivity.
Q. How can I log in if I forget my password?
At the login screen, enter your email address associated with your SpendTrack account. Click on the Forgot password link on the following screen. Follow the steps to change your password. The temporary password you receive will only be valid for 48 hours.
Q. How do I lock/unlock my credit card?
On the left navigation menu, click on My Card.
To lock your card, click on the Lock card link. A message will appear to confirm this action. Select Yes to lock the card. While the card is locked, all transactions will be declined.
To unlock your card, click on the Unlock card. A message will appear to confirm this action. Select Yes to unlock the card. Once unlocked, the card can be used as usual.
Note: Please do not use the Lock card functionality if you have a lost or stolen card. Please contact (918) 610-0200.
Q. If I lock my card, does this cancel it?
No, it will simply place a temporary block and further transactions including cash transactions on the card will decline until you unlock the card. If you wish to cancel your card, please contact (918) 610-0200.
Q. What should I do if my card is lost or stolen?
Please contact (918) 610-0200.
Q. Why are some transactions categorised under “Other” in the pie chart?
SpendTrack breaks out transactions based on the seven spending categories shown on the home screen. Transactions that do not fall under any of these categories are included under ‘Other’.
Q. How do I see my recent transactions?
Select My Card from the left navigation menu then select View Transactions located to the right of the page.
NOTE: Transactions are in near real time, if a transaction does not appear right away, it could be ‘pending’ meaning the transaction has not been cleared or completed. Some transactions can take up to 48 hours to reach an account. 12 months of transaction data is available Within SpendTrack.
Q. Why does the transaction amount in SpendTrack not match the on the receipt/invoice?
Transactions can take 24-48 hours to reach your account. During this time, the exact amount of the transaction may change. This typically happens in situations when there is a base amount (such as your bill for dinner at a restaurant) and optional amount (the tip that you may add to the base amount). When a transaction approved and displayed in SpendTrack, it only shows the base amount. The transaction is updated with the correct amount when the charge is fully cleared.
Q. What are merchant category groups and how do I know which I will need access to?
Merchant Category Codes (MCCs) are used to classify a business by the type of goods or services it provides. (for example, Auto fuel, Hotels, Restaurants, Auto rental).
To view Merchant category groups, select My Card from the left navigation menu. The Merchant category groups will be displayed on this page.
Note: SpendTrack defaults all merchant categories to be enabled for cardholders.
Q. How can I change my credit/spending limits?
To increase your credit limit, select My Card from the left navigation menu. Click on the button “Request Credit Limit Change”, insert your desired amount in the Credit Limit field and click Save. This will generate an approval workflow based on your company hierarchy.
Q. Can I dispute a transaction using SpendTrack?
For disputes that are not related to suspected fraud (such as incorrect amount, duplicate charges, failure to deliver, etc.), click on My Card on the left navigation menu.
Click on View Transactions. Select the desired transaction under the ‘All Transactions’ header. From the menu, select ‘File a Dispute’.
For transactions that appear to be the result of fraud, please call the number on the back of your card immediately.
Q. What alerts can I set up via SpendTrack?
SpendTrack does not support alerts at this time.
Q. How can I turn on/off notifications?
There is currently no option to turn off notifications.
Q. What are the charts shown at the top of my home screen?
The charts provide a snapshot of your spending in the current statement cycle, broken out by amount and category.
Q. How do I set up the department structure for my company?
To add a department or sub-department, click on Departments on the left navigation menu and click ‘Add Department’. Provide the Department name for the new department. Once department is created, program administrator can add a sub-department through ‘Add Sub Dept’ button.
Please note that duplicate names are not allowed. Department names must be unique.
If you delete or change the name of a department/sub-department recorded in the application, historical transaction information will be re-grouped in accordance with the new department structure.
Note: Only a SpendTrack ‘User’ profile can be promoted as a ‘Department Head’.
Q. How do I add a user to view their transactions?
Click on Users on the left navigation menu. Next click on Add user at the top of the Users section on the right side. The Add user form requires following:
Alternatively, click Add & Invite to create the new user and to send an invitation join using the email addresses entered in the form.
Q. How do I invite a user to use the application?
If you need to invite a user that has been created but not invited, click on ‘Users’ on the left navigation menu. Select the user you wish to invite and click the eclipse (aka as three dots) on the extreme right of the user record. Click on the button labeled ‘Send Invitation’. SpendTrack will send an invitation to the email address you provided when creating the user’s profile.
NOTE: Invitations expire after 48 hours.
Q. How do I select a department head for a department?
A department head is responsible for managing users who belong to the department. The department head also receives workflow notifications regarding users.
To set a department head, follow these steps:
Q. How long does the activation link last once I invite a cardholder to use SpendTrack?
This new link will be active for 48 hours. If your cardholder has clicked on the activation link and receives the response that the link has expired, advise them to click on the resend link to generate a new activation link. As a best practice, we recommend that you advise cardholders to activate their accounts when they receive the activation email.
Q. How can I invite multiple users to SpendTrack?
Click on Users menu item in the left navigation. Select the checkboxes for the desired users. Click on the ‘Invite Selected’ button on the top.
Q. How do I resend an invite?
If you need to re-invite the user that has been created, but their invitation has expired, Click on Users on the left navigation menu. Select the user you wish to invite. Click on the button labeled ‘Re-send Invitation’. SpendTrack? will send an invitation to the email address you provided when creating the user’s profile.
Q. How do I disable a user’s access to SpendTrack?
Q. How do I reset the password for a user?
Q. How do I update a user’s email address?
Q. What alerts can I set up in SpendTrack?
SpendTrack does not support alerts at this time.
Q. How can I turn on/off notifications?
There is currently no option to turn off notifications.
Q. What is the maximum number of characters for comments attached to workflow decisioning?
The maximum character allowance is 500.
Q. Can I see the comments I have attached to a workflow decisioning via email notifications?
No, the attached comments are only viewable in the notification center.
Q. What are the charts shown at the top of my home screen?
The charts provide a snapshot of your spending in the current statement cycle, broken out by amount and category.
Q. How do I change my password?
To change your password, click on your profile name in the top right corner, then select “Settings” from the dropdown menu. In the “Personal” section, you’ll find the option to change your password. Follow the prompts to set a new password. On mobile, go to the “Settings” tab to find the password change option.
Q. How do I update profile information (name, email, contact details)?
To update your profile information, click on your profile name in the top right corner, then select “Profile and preferences.” Here, you’ll find relevant sections to update your name, email, and contact details. If you’re a user, you can request updates, while a PA can update the information directly. Additionally, PAs can search for a specific user on the web under the ‘Users’ tab and click on “Manage Profile” to make updates.
Q. How do I reset my password?
To reset your password, use the “Reset password” link available on the login page. This link will guide you through the process of resetting your password securely.
Q. How can I unlock my account if it is locked?
If your account is locked, you can easily unlock it by selecting the “Unlock account” option. Follow the on-screen instructions to proceed with unlocking your account.
Q. How do I download the mobile app?
Search for ‘SpendTrack’ app on Android Playstore or iOS App Store. ‘Fiserv Solution, Inc’ is developer account on Playstore and ‘Fiserv, Inc’ is the developer account on the App Store.
Q. What limitations exist when using the mobile app compared to the web platform?
For users, the experience and functionality remain consistent across both platforms. However, for Program Administrators (PAs), the mobile app may have limited functionality for certain tasks such as managing users. In such cases, accessing the web platform will provide complete access and functionality.
Q. Is the password the same for both the web and mobile app?
Yes, your password remains the same across both platforms.
Q. Why has my passcode and biometric authentication been removed from the mobile app?
For security reasons, when a user resets their password or unlocks their account, all stored authentication details are cleared from the mobile app.
Q. What is the passcode in the mobile app?
The passcode is a six-digit code that you can set up for quick and secure access to the mobile app. It serves as an alternative to entering your password every time.
Q. What is passwordless authentication?
Passwordless authentication allows you to log in to your account using alternative methods such as biometric verification (fingerprint or face recognition) sent to your registered mobile and biometric enabled.
Q. How do I activate or deactivate biometric verification?
You can enable or disable biometric verification in the settings of the mobile app. Change the biometric authentication option to activate or deactivate it according to your preference.
Q. Where can I find the terms and conditions document?
The View terms and conditions link is located at the bottom right corner of the home page.
Q. How do I activate my card from the application?
As a user, you can activate your card by opening My Cards menu from the left navigational panel. After that click on the “Activate Card” option displayed on the left side list. Then, enter the CVC (Card Verification Code) as prompted to complete the activation process.
Q. How do I lock/unlock a card?
As a user, you can lock your card by opening My Cards menu from the left navigational panel. After that click on the “”Lock Card”” option displayed on the left side list. The card status will change to Locked. As a user, you can unlock your locked card by opening My Cards menu from the left navigational panel. After that click on the “”Lock Card”” option displayed on the left side list. The card status will change to original status.
Q. If I lock my card, does this cancel it?
No, it will simply place a temporary block and further transactions including cash transactions on the card will decline until you unlock the card.
Q. How do I change my credit limit?
As a user, you can request to change your existing credit limit by opening My Cards menu from the left navigational panel. After that click on the “Request Credit Limit Change” option displayed on the left side list. Then, enter new credit limit. The request will be sent to your company’s program admin for approval.
Q. How do I change my temporary credit limit?
As a user, you can request to change your existing credit limit by opening My Cards menu from the left navigational panel. After that click on the “Request Credit Limit Change” option displayed on the left side list. Select ‘Add temporary Credit Limit’ option and enter relevant details. The request will be sent to your company’s program admin for approval.
Q. Can I set specific merchant category restrictions for card usage? (e.g., restrict online purchases)
Yes, you can set merchant category restrictions to control where your card can be used. For example, you can restrict online purchases or limit transactions to specific types of merchants.
Q. Why I am not able to see any options for My Cards section?
If the card is closed then system will not show any option in My Cards section.
Q. What should I do if my card is lost or stolen?
As a user, you can report lost or stolen card by opening My Cards menu from the left navigational panel. After that click on the “”Replace card”” option displayed on the left side list. Select the appropriate option. If required, please connect with your company’s program administrator or customer support number.
Q. What should I do if my card is damaged?
As a user, you can report lost or stolen card by opening My Cards menu from the left navigational panel. After that click on the “”Replace card”” option displayed on the left side list. Select the appropriate option. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. How do I reset or change my PIN?
As a user, you can change your card’s PIN by opening My Cards menu from the left navigational panel. After that click on the “Reset PIN” option displayed on the left side list. You need to enter 4 digit new PIN and confirm the same.
Q. Can I set a custom PIN for each card I hold?
Yes, you can set separate 4 digit PIN for each card.
Q. How do I set a travel plan?
As a user, you can set travel plan by opening My Cards menu from the left navigational panel. After that click on the “Travel Plan” option displayed on the left side list. Follow on screen instructions to complete the travel plan.
Q. How do I cancel my travel plan?
As a user, you cancel existing travel plan by opening My Cards menu from the left navigational panel. After that click on the “Travel Plan” option displayed on the left side list. The application will display all existing travel plan. Select the plan, which you want to cancel and click on the delete option.
Q. How do I update my travel plan?
As a user, you update existing travel plan by opening My Cards menu from the left navigational panel. After that click on the “Travel Plan” option displayed on the left side list. The application will display all existing travel plan. Select the plan, which you want to update and provide the relevant details.
Q. How do I add a new employee?
To add a new employee, as a PA, navigate to the Users section and click on “Add New User.” Then, invite the employee by sending an email invitation to their email address.
Q. How do I manage user permissions?
As a PA, you can adjust user permissions by assigning roles such as Program Admin, Reporting Admin, or User. Depending on the role assigned, permissions will be adjusted accordingly.
Q. How do I change a user’s permissions?
As a PA, navigate to the Users section, search for the specific user, and then access the Manage User Profile section to adjust the assigned role.
Q. How do I deactivate a user’s access and card if they leave the company?
As a PA, go to the Users section, locate the user who is leaving the company, and then remove the user to deactivate the user’s access and card.
Q. How do I check my transactions?
As a user, your transactions are displayed on the home page. You can use various filters available like search by merchant name, transaction amount, status, etc. Transactions are in near real time, if a transaction does not appear right away, it could be ‘pending’ meaning the transaction has not been cleared or completed. Some transactions can take up to 48 hours to reach an account.
Q. Can I search for specific transactions by date, category, keyword, or merchant name?
As a user, your transactions are displayed on the home page. You can use various filters available like search by merchant name, transaction amount, status, etc.
Q. What are merchant category groups and how do I know which I will need access to?
Merchant Category Codes (MCCs) are used to classify a business by the type of goods or services it provides. (for example, Auto fuel, Hotels, Restaurants, Auto rental). To view Merchant category groups, select My Card from the left navigation menu. The Merchant category groups will be displayed on this page. System defaults all merchant categories to be enabled for cardholders.
Q. Why does the transaction amount is not matching the on the receipt/invoice?
Transactions can take 24-48 hours to reach your account. During this time, the exact amount of the transaction may change. This typically happens in situations when there is a base amount (such as your bill for dinner at a restaurant) and optional amount (the tip that you may add to the base amount). When a transaction approved it only shows the base amount. The transaction is updated with the correct amount when the charge is fully cleared.
Q. Can I file a dispute for a transaction?
Yes, you can file a dispute by selecting the corresponding option for the incorrect transaction.
Q. Can I export transaction data in different formats (CSV, Excel, PDF)?
You can download transaction data in excel or QBO format from the transaction page by clicking on ‘Export’ option and selecting the export type.
Q. How do I setup paperless statement?
As a user, you can setup paperless statement by opening My Cards menu from the left navigational panel. After that toggle on the “Paperless” option displayed on the left side list. From the next cycle, the statements will be sent to your email provided.
Q. How do I cancel paperless statement?
As a user, you can cancel paperless statement by opening My Cards menu from the left navigational panel. After that toggle on the “Paperless” option displayed on the left side list.
Q. Where can I access my monthly statements?
As a user, you can access monthly statements from ‘Home’ page by selecting ‘Statements’ link. Alternatively, you can visit My Cards menu from the left navigational panel and select ‘Statements’ option from the left side list.
Q. Can I download statements for specific date ranges?
Yes, you can download statements for custom date. Go to ‘Home’ page and click on Period- Current Period dropdown. Select Custom date range and define the required range.
Q. How do I understand transaction statuses (pending, authorized, settled, declined)?
The transaction status is displayed in transaction section for every row.
Q. Can I set up email notifications for new statements ?
Yes, you can opt for paperless option. As a user, you can setup paperless statement by opening My Cards menu from the left navigational panel. After that toggle on the “Paperless” option displayed on the left side list. From the next cycle, the statements will be sent to your email provided.
Q. How can I view my overall spending by category (with charts or graphs)?
As a user, you can access spending analysis and various categories from ‘Home’ page by clicking on the ‘spending breakdown’ button.
Q. Why are some transactions categorised under “Other” in the pie chart?
Transactions that do not fall under any of the defined categories are included under ‘Other’.
Q. How do I make a payment on my card?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘Make a payment’ button. Follow the on screen instructions and fill required details to make a payment. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. How do I setup autopay on my card?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘Setup autopay’ button. Follow the on screen instructions and fill required details. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. How do I add a new payment account?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘Add payment account’ button. Follow the on screen instructions and fill required details. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. How do I delete an existing payment account?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘manage payment account’ link. Click on the link to update or delete the payment account. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. How do I update an existing payment account?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘manage payment account’ link. Click on the link to update or delete the payment account. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. Payment account dropdown is not available. How do I make a payment
At least one payment account needs to be added in the application before you can make a payment. As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘Add payment account’ button. Follow the on screen instructions and fill required details. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. Where do I see the pending payment details?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘view payment history’ link. Click on the link to see pending payments. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. Where do I see the past payment history?
As a user, you need to open ‘Home’ page for the required card. You will be able to see ‘view payment history’ link. Click on the link to view payment history. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. How do I schedule payments for my card?
As a user, in order to schedule a payment, you need to open ‘Home’ page for the required card. You will be able to see ‘Make a payment’ button. Follow the on screen instructions and fill required details to make a payment. To schedule a future dated payment, you will need to enter future date in the ‘choose payment date’ option. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
Q. Can I make partial payments towards my card balance?
Yes, partial payment is allowed. As a user, in order to make a partial payment, you need to open ‘Home’ page for the required card. You will be able to see ‘Make a payment’ button. Follow the on screen instructions and fill required details to make a payment. Please select appropriate option in choose amount field to make a partial payment. This functionality is controlled by card issuer financial institution. If required, please connect with your company’s program administrator or customer support number.
