Managing NAB corporate and purchasing cards

Users with Full Access to CCSS can perform card maintenance activities, including order a new card, amend card limits and reorder card PINs. They can also conduct company, cardholder and transaction searches and generate audit activity reports. To receive full access, the user will need to be identified and verified by NAB.

Note the following pre-requisites to apply for Full Access:

• Full Access can only be provided to Authorised Officers. To set up a new user as an Authorised Officer, refer to Add an Authorised Officer.
• Before you apply to give a new user Full Access, ensure the user has a NAB Connect User ID. Your NAB Connect Administrator can create a new General or Authorising user in NAB Connect, which will generate a NAB Connect User ID.

If the prerequisites have been met, an Authorised Officer can email the request for a new CCSS user- Full Access to corporatecardsupport@nab.com.au. The email should include:

• Company ID or billing account number
• Full User Name
• NAB Connect ID.

Users with View Only Access to CCSS can conduct company, cardholder and transaction searches and generate audit activity reporting, but cannot perform any card maintenance activities. No identification or verification by NAB is required for a User to receive View Only Access.

Before you request View Only Access, ensure the User has a NAB Connect User ID. Your NAB Connect Administrator can create a new General or Authorising user in NAB Connect which will generate a NAB Connect User ID.

An existing Authorised Officer email a request View Only Access to corporatecardsupport@nab.com.au. The email should include:

• Company ID or billing account number
• Full User Name
• NAB Connect ID.

An Authorised Officer may email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Full User Name (this must be different from the requestor)
• NAB Connect ID.

Note

If CCSS Access is changing from View Only to Full Access, then the User must be an Authorised Officer, refer to Add an Authorised Officer for instructions.

An Authorised Officer may email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number.

An Authorised Officer may email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number.

An Authorised Officer may email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number.

An Authorised Officer may email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number.

An Authorised Officer may email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number

To notify NAB of a cardholder travelling overseas, an email must be sent to corporatecardsupport@nab.com.au providing:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number
• Cardholder work email address
• List of countries visiting
• Departure and return dates.

An Authorised Officer may request for an individual card to be blocked for a risky merchant or cash advance. An Authorised Officer must email corporatecardsupport@nab.com.au and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number
• State the block required – risky merchant, cash advance or both.

To add new cardholders in bulk, first complete one VISA Corporate Card Cardholder Request Form (PDF, 32KB) per cardholder.

An Authorised Officer can then email corporatecardsupport@nab.com.au with all the completed forms, providing:

• Company ID or billing account number
• Company details
• Authorised Officer signature.

A FlexiPurchase Administrator can add or block a user within the FlexiPurchase system. For support, a FlexiPurchase Key Contact can email flexipurchasesupport@visa.com.

An Authorised Officer must email corporatecardsupport@nab.com.au with the following:

• New statement delivery address
• Company ID or billing account number.

To request a change to the Statement Cycle, speak to your NAB Banker and provide the following details:

• Company ID or billing account number
• Desired new statement cycle date.

To amend the account for the direct debit on your corporate card facility, speak to your NAB Banker and provide the following details:

• Company name
• Company ID or billing account number
• Financial institution name
• BSB number
• Account number.

To request a change in the number of days before the direct debit occurs post the end of the month, speak to your NAB Banker and provide the following details:

• Company ID or billing account number
• Desired number of days before the direct debit will occur.

For a temporary or permanent change to a corporate card facility limit, speak to your NAB Banker and discuss the requirements.

Your NAB Banker will then arrange any necessary documentation and the required updates to your limit.

For a permanent or temporary limit change on an individual card (either increase or decrease), an Authorised Officer may complete this via CCSS as described in the CCSS User Guide.

If you do not have CCSS, an Authorised Officer may send an email to corporatecardsupport@nab.com.au to complete the request and provide:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number
• Temporary limit amount
• Expiry date of the temporary limit.

An Authorised Officer may request for the entire corporate card account (Facility) to be blocked for either risky merchants or cash advance.

An Authorised Officer must email corporatecardsupport@nab.com.au and provide:

• Company ID or Billing account number
• State the block required – risky merchant, cash advance or both.

If you have FlexiPurchase or a third party expense management system, you can access reporting for your Corporate Card facility there.

If you do not have FlexiPurchase or a third party expense management system, an Authorised Officer may email corporatecardsupport@nab.com.au with their reporting request and provide:

• Company ID or billing account number
•  Details required in the report.

You can access the billing statement via NAB Connect (PDF, 178KB).

Alternatively, to request a billing statement outside of the normal statement cycle, an Authorised Officer may email corporatecardsupport@nab.com.au with the following details:

• Company ID or billing account number
• Statement period required.

You can access cardholder statements via NAB Connect (PDF, 178KB).

Alternatively, to request a cardholder statements outside of the normal statement cycle, an Authorised Officer may email corporatecardsupport@nab.com.au with the following details:

• Company ID or billing account number
• Cardholder name
• Last 4 digits of the card number
• Statement period required.

To request an invoice be re-issued email corporatecardsupport@nab.com.au with the following details:

• Company ID or billing account number
• Details of which invoice you require to be re-issued, i.e. FlexiPurchase, Rebates, etc.