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The New PEX Card for Expenses!

WHAT IS A PEX CARD?

A prepaid expense card and mobile app for expenses

WHY THE CHANGE?

No need for reimbursement.

Easier method of input for receipts.

Allows for easy tracking of company expenses.

Clear parameters for spending.

SPENDING

Categories are preset by the account administrator.

If necessary purchase categories can be changed

in real time to allow for specific purchases.

No cash access (e.g. Cash back, ATM, etc.)

Daily spending limits.

APP FEATURES

HOW TO ACCESS PEX ONLINE

<- Example "Balance" section in the mobile app

Example "Spend Rules" -> section in the mobile app

<- Example "Receipts" section in the mobile app

View account balance and transactions

Add photo of receipts in app.

View parameters on spending and retailers.

ACCESSING THE MOBILE APP

What about cash required purchases?

When will this be implemented?

By EOB Friday, May 10, 2019 you will receive an email containing your temporary log-in credentials and further instruction.

By EOB Tuesday, May 28, 2019 you MUST have your PEX account fully active.

If you do not have your account fully active by this date, you will receive a written warning.

Cash will be provided as needed by a manager.

PEX card can be used at all retailers that accept Visa Debit.

FURTHER QUESTIONS??

Please feel free to email me.

An email will be sent before EOB today with all information included in this presentation.

Overview

PEX card will replace current expense system.

No need for reimbursement.

Easier to submit receipts.

Balance and other spending info can be accessed in the app.

Clearer spending parameters.

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