Guides

Cardlay Pay app

Add virtual card to Google Pay

Step guideWhen the card has been added to Google Pay, you will be able to use the virtual card at payment terminals that display either of these icons.Open the Cardlay Pay app and sign in with your SAP Concur credentialsGo to your wallet and tap the card you want to add to Google PayTap the eye-icon in the top right corner of the card.Tap “See card details”Note card number, expiry date and CVC.Open the Google Pay app on your phone and add your card details in the appropriate field and finish the processYour card has now been added to Google Pay.

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Cardlay Pay app

Delete request for virtual card

You can delete a request if you regret your request or if your request got rejectedOpen the Cardlay Pay app and sign in with your SAP Concur credentialsGo to your wallet and tap the requested card you want to deleteSlide right on “Delete card request”Your request has now been deleted and will no longer be displayed in the app.

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Cardlay Pay web

Deposit funds on company account

Sign in to Cardlay Pay Web portalClick “Funds”On the funds page, click “Account details” in the top right cornerYou will then be presented with the account information for the funding accountClick on the account information to copy it prior making a bank transferOnce you have the necessary information, you can transfer funds through a regular bank transfer from your company bank.When the transfer is completed by your bank, you will be able to see the transaction on the funds page.

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Cardlay Pay app

Make online purchase

If you wish to use your card at payment terminals, you will need to use the payment service Google Pay. There is a different guide about that.Go to checkout in the webshopChoose payment with MastercardOpen the Cardlay Pay app and sign in with your SAP Concur credentialsTap the card you would like to use Tap the eye-icon in the top right corner of the displayed cardTap “See card details”Find card number, expiry date and CVCAdd the card information and finish your purchaseYour transactions will be transferred to both the Cardlay Pay app and Concur Expense. The transactions are usually present within 1-2 days, depending on your bank.

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Cardlay Pay web

Quick start guide for administrators on the Cardlay Pay Web portal

Welcome to Cardlay Pay.We would like to help get started with your Cardlay Pay Experience. Here is a set of steps to get you going:Start by going to app.cardlay.io and sign in with your credentialsLocate “Funds” in the menu and transfer funds to your funding account.There is a guide for that action here.Once the funding account has been funded, cardholders will be able to start requesting cards through the app.This could be a good time to notify the cardholders of this possibility. We have created a quickstart guide for that process you can send to your cardholders, you can find that guide here here.We recommend that you find a routine for checking up on requests. There is a guide one the approval process for administrators here. If you would like to see the process from the cardholder view, you can see the user guide here.You can find all guides for functions on the web-portal here.

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Cardlay Pay app

Quick start guide for cardholders in the Cardlay Pay App

Welcome to Cardlay Pay.We would like to help you get started with your Cardlay Pay Experience. Here is a set of steps to get you going:Download the app from App store or Google Play store. If you can not locate the app, contact your administrator on how to acquire the app to your phone.Open the app and sign in. The first time you login, you will be prompted for identification information. We have created a guide on that process that you can find here.When you have signed in, you will be ready to request your first card. Be aware that some companies have policies regarding card requests and what information you should include.We have created a guide on how to request cards that you can find here.Once your card has been approved, you are ready to use it. We have created two separate guides on how to use the virtual card.The guide for online purchases is here.The guide for purchases with physical terminals is here.You can find all the guides for functions in the app here.

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Cardlay Pay app

Registering to Cardlay Pay

Download the Cardlay Pay app from Play StoreOpen the app and sign in with your SAP Concur credentialsFirst time you log in, you will be prompted for your mobile number. This is done in order to facilitate a one-time two-factor authenticationYou will then receive a text message with a one-time password with 6 digits.Add the 6 digits in the appIf your phone has biometrics setup, you will be asked if you want to use biometrics for authenticationYou will then be asked for your address as a part of our compliance requirementsOnce you get to the main screen you will be ready to request your first virtual cardWelcome to Cardlay Pay.

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Cardlay Pay web

Reject and approve card request

Sign in to Cardlay Pay Web portalClick “Requests” in the menu to get a list of all your pending requestsLocate the request you want to approve or reject, remember that you can sort the list on any of the menu titlesChoose the appropriate action from the “actions” columnOn the top of the screen your funding account balance will be displayed.You can only approve requests where the amount doesn’t exceed the balance on your funding account.

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Cardlay Pay app

Request virtual card

In this guide you will be shown how to request virtual prepaid card.Go to the FAQ if you wish to learn about virtual prepaid cards.Open the Cardlay Pay app on your phone and sign inTap “request virtual card”Type in the amount you wish to request and tap “Next”Type in the purpose of your request and tap “Next”The purpose serves as information for both you and the person approving the card so focus on the information needed to assess your requestOn the next screen you can assess amount and purposeIf you need to change purpose or amount, tap the arrow in the top left corner to navigate back and change the informationWhen you are satisfied with amount and purpose slide right on “Request virtual card”Your request has now been sent for approval.Once the card has been approved, it will be displayed in the app as active with the card amount written on the front and the card will be ready for use.

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Cardlay Pay web

See card transactions on web

Sign in to Cardlay Pay Web portalClick “Cards” in the left menu to get a list of all your approved cardsClick on the card you wish to inspectYou can now see details about the card, and a list of card transactions

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Cardlay Pay app

See transaction in app

Open the Cardlay Pay app and sign in with your SAP Concur CredentialsTap the card you want to checkIn the transactions page you can see all transactions made with the card.The transactions are usually present within 1-2 days, depending on your ban

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Cardlay Pay web

Web log in

Step guideOpen a browser and go to app.cardlay.ioSign in with your credentials from SAP ConcurYou have now successfully signed in to the web portal for Cardlay Pay

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