The user will be presented with default card related settings for that TPA in the Default Card Settings section. The user can view or edit the debit card settings here. There are three sections associated with Debit Card Settings. They are Card Issuance Default, Receipt Management, and Default MCCs. To access Default Card settings, The … Read More >>
The Card Issuance Defaults page is where TPAs configure the default card issuance settings that will apply to all of their Employers that are set up in Summit. Note that TPAs must contact their account rep before a card package may be added in Summit. DataPath will work with you to add a card package … Read More >>
To ensure benefit-linked cards properly adhere to regulatory guidelines, the IRS mandates that cards be restricted to specific MCC Codes (Merchant Category Code), the codes Master Card assigns to merchants to identify the type of merchant they are in an authorization message. On this Default Card Settings page, the user will be allowed to configure … Read More >>
To ensure benefit-linked cards properly adhere to regulatory guidelines, the IRS mandates all cards to be restricted to specific MCC Codes (Merchant Category Code), the codes Master Card assigns to merchants to identify the type of merchant they are in an authorization message. The IRS also requires the review of every transaction to determine its … Read More >>
To ensure benefit-linked cards properly adhere to regulatory guidelines, the IRS mandates that cards be restricted to specific MCC Codes (Merchant Category Code), the codes Master Card assigns to merchants to identify the type of merchant they are in an authorization message. In this tab, the user can view, add, edit, or delete MCC Categories. … Read More >>
In order to ensure cards are used for their intended purposes, the IRS mandates that cards be restricted to specific MCC Codes (Merchant Category Code), the codes Master Card assigns to merchants to identify the type of merchant they are in an authorization message. In this tab, users are able to associate or customize MCC … Read More >>
Employer Card Block provides an option to block all cards for an employer so that the user can easily prevent access to cards for all participants of an employer as necessary. Access to the Employer Card Block screen is tied to the “Employer Card Block” role permission under Receipt Management access. Users with Read/Update access … Read More >>
Default Card Settings | Receipt Management | Settings Default Card Settings | Receipt Management | Request Default Card Settings | Receipt Management | Processing
Receipts are documents used to verify the eligibility of expenses in a transaction. When a transaction cannot be auto-substantiated, the system will automatically generate letters/emails to Participants requesting them to submit receipts or other documentation for expenses that cannot be auto-substantiated. Once this notice is sent, the Receipt Management process will be turned off for … Read More >>
Receipts are documents used to verify the eligibility of expenses in a transaction. When a transaction cannot be auto-substantiated, the system will automatically generate letters/emails to Participants requesting them to send receipts or other documentation for verifying the eligibility of the transaction. Once this notice is sent, the Receipt Management process will be turned off … Read More >>
Receipts are documents used to verify the eligibility of expenses in a transaction. When a transaction cannot be auto-substantiated, the system will automatically generate letters/ emails based on these Receipt Management templates to Participants asking them to send receipts or other documentation verifying the eligibility of the transaction. Once this notice is sent, the Receipt … Read More >>