Table of Contents
I. Overview
Card Programs is a new functionality in ProSpend that will eventually centralises all card feed ingestion, configuration, mapping, and transaction processing. Every card feed - regardless of the source - will eventually be linked to a Card Program that defines how transactions should be interpreted and how expenses/claims should be automatically created.
Each card program will have the below details -
- A financial institution or a card provider
- Connection details
- Statement periods
- Cardholders
- Transactions
II. High-Level Features
Feature |
Description |
|---|---|
Card Program List View |
A centralised view to easily track, search, and manage all card programs |
Create Card Program |
Setup a new card program with predefined configurations |
Edit Card Program |
Update details such as Type, Card Program Name and Code etc. |
Enable / Disable Program |
Control whether a program is active for use |
Archive / Restore Program |
Safely remove or reinstate programs without data loss |
Manage Bill Cycle |
Access and manage bill cycles directly from the selected card program via a dedicated Bill Cycle Management Page |
III. Feature Details
A. Card Program List View
- Accessible under Treasury > Card Program Setup in the navigation menu
- Displays all card programs in a table list view
- Search bar filters results in real time using keyword matching (e.g. name, account/card number)
- “Active Only” toggle filters the list to card programs with Active status
- Supports pagination with page size options 30, 60, 120
- When users navigate away and return, the view resets to default state (first page, all items, filters cleared)
B. Create / Edit Card Program
Card program details are managed via a form/modal opened from the list (e.g. Add or Edit actions)
- Type options are restricted to:
- AX - American Express
- MC - MasterCard
- OFX - Company Card
- VS - Visa
- WVC - Wise Virtual Card
- Regarding Card Program Code -
- For transactions received via daily feed (MasterCard, Visa and AMEX corporate cards), the card program code should match what’s present in the Reference column in the bill cycles section.
- For transactions received via open API, the card program code should match with what’s passed in the transaction payload.
- For transactions received via daily feed (MasterCard, Visa and AMEX corporate cards), the card program code should match what’s present in the Reference column in the bill cycles section.
- Validation prevents duplicate card programs per (Type + Card Program Code) combination
C. Activate / Deactivate Program
- From the Edit Modal, admins can Deactivate / Re-activate a card program.
- From the Actions menu, admins can Deactivate / Re-activate a card program.
- Deactivated programs are indicated via the Status column and remain visible in the list.
E. Archive / Restore Program
- From the Actions menu, admins can Archive / Restore a card program (for non-deleted, archived records).
- Archived card programs still appear in their dedicated/filtered view, allowing admins to restore if needed.