The PEX Mobile App
Cardholders can perform key tasks quickly and easily using the PEX Mobile App.
There are PEX Mobile Apps for Android and for iOS devices.
With the Apps, cardholders can:
- Check card balances
- Request funds
- Attach receipts to transactions
- Review transactions
- Edit or change the cardholder’s username, password, and email address
- Call Customer Support from the app
Download the Mobile App (Android and iOS):
- Download the iOS App from the App Store
- Download the Android App from the Google Play Store
- The download is free but carrier data rates may apply
- To take advantage of the latest features in the PEX mobile app, a mobile device or operating system upgrade may be required
- If you experience difficulties with the app, uninstall it and then reinstall it, to ensure that the latest version is in use
How to Log In to the Mobile App:
Enter the username and password that you use for the Cardholder Site
If you do not already have a PEX username and password, then click “First Time Login” on the Mobile App home screen and follow the directions
- If you are unable to create a Cardholder User Account, please check with your business administrator
How to Check Your Card Balance:
Click the “Account” icon at the bottom of the screen
The card balance appears on the first screen
- Your business administrator can also tell you your card balance
How to Request Funds:
Click the “Account” icon at the bottom of the screen
Enter the amount of your request
Click “Request” in the blue bar to submit your request
The submitted request is shown as “Pending” until the Administrator fulfills it
How to Upload a Receipt using the Mobile App:
Note:Users can upload a receipt in real time when they are connected to the internet (with the camera function), or save a photo to their image gallery and upload the photo at a later time when they have internet access.
Log in to the PEX Mobile App
Click on the “Transactions” icon at the bottom of the screen
Navigate to the cardholder transaction list
Click on the correct merchant transaction for the receipt
Click the “Add Receipt” button
- In Android, it is a green plus sign (”+”)
- In iOS, it is an icon of a receipt
There are two ways to attach the receipt image to the transaction (you can crop or rotate the image before you upload it):
- Take a photo of the receipt with the camera
- Use an image of the receipt that’s already in your image Gallery
Upload the image of the receipt to PEX.
- That the image format is supported by the system:
- That the file contains no malware or computer viruses
- That the file is not corrupted
- That the file is smaller than 10 MB
How to Add Notes to a Transaction:
Click on the “Transactions” icon
The Note is added to the Transaction Details
How to Review Transactions:
Click the “Transactions” icon at the bottom of the screen
See transactions by month for the last 12 months
How to Edit or Change Your Username:
Click the “Settings” icon at the bottom of the screen
Click “Edit” after Username
Enter and re-enter new Username
Click “Save” to confirm the changes
How to Edit or Change Your Password:
Click the “Settings” icon at the bottom of the screen
Click “Edit” after Password
Enter the current password
Enter and re-enter the new password
- Follow the system requirements
Click the “Save” button to confirm the new password
How to Edit or Change Your Email Address:
Click the “Settings” icon at the bottom of the screen
Enter your new email address
Click the green “Save” button to confirm the change
How to Call Customer Support:
Click the “Settings” icon
Click “OK” to call PEX Customer Support
