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Instructions for Updating and Loading Credit Card Details on Vendor’s portals

  1. Access the Vendor Portal:
    Begin by logging into your vendor portal and entering the credit card details that have already been issued on AP Copilot portal.

  2. Confirm Update in AP-Copilot:
    Once the card details are successfully updated in the vendor portal, navigate back to the AP-Copilot portal. Locate the designated button and click it to notify your team that the card has been updated successfully in the portal:
    1. Navigate to Vendor Accounts: From the main menu, locate and select “Vendors Account” on the left-hand side.
    2. Find the Vendor:  Search for the specific vendor in the list and identify them.
    3. Edit Vendor Details: In the “Action” column, click on the Edit icon
    4. Change Status: Scroll down to the section labeled “External Setup Complete (on Vendor Portal)” Locate the bottom slide toggle and move it to the right to indicate that the setup is complete.
    5. Confirm Setup Completion: Return to the Vendor Accounts page on AP Copilot, verify that the Portal Setup indicator has turned green confirming the process is complete.
  3. Load Funds to the Card
    After completing the above steps, you can proceed to load funds onto the card. Keep in mind that the specified amount will be deducted once the vendor processes the transaction.