Commercial Credit Card Resource Center
Our commercial card platform is designed with your needs in mind, and it offers tailored experiences for users and administrators.
For both roles, we’ve pulled together training videos and user guides to help you make the most of your platform.
New: The UMB Commercial Card platform now has a Declined Authorizations Report available for administrators.
To learn how to access and use the report, view an overview of the Declined Authorizations Report.
System Reference and User Guides
Program administrators
Need help? Call 855.698.8050 and then press option 7, and then option 2 to reach the Client Advisor team.
System Tutorial Videos for Program Administrators
Access and Overview
Overview for all users on how to access and understand their card dashboard
Card program administration overview
Summary of ways administrators can manage their card program
Create a new card
A step-by-step process review for administrators who want to create a new card for their program
Employee administration
Learn how to add employees, manage roles and adjust authorizations
Reporting
Learn more about reporting and how to find the information and data you need
Adjusting credit limits
Learn how to manage credit limits and adjust authorization strategies
Paying your bill
An overview on how to make a payment
Create a new administrator
Learn how to add administrators to your card program
Data analysis tools
Learn how to extract and manage data in the card platform
Virtual card on-request workflow
Learn how a card user requests a virtual card, the approval process, and how users access the card
Virtual card administration
Learn how to create an on-demand virtual card and manage request wizards
System and browser requirements
The UMB Commercial Card platform is optimized to support a wide range of browsers. Users are encouraged to use one of the following:
- Mozilla Firefox – Latest version
- Google Chrome – Latest version
- Apple Safari – Latest version
- Microsoft Edge – Latest version
Notes:
- For the platform to operate effectively, pop-ups must be enabled on your web browser.
- Not all features are optimized for mobile devices.
The UMB Commercial Card mobile app is optimized for the following mobile operating systems:
- Current standard version of the Apple iOS operating system less one version
- Current standard version of the Android operating system less two versions
Commercial Card terms and agreements
Download and review the latest terms and agreements for your commercial card program.
UMB Mobile Banking
Easily manage your money from your mobile phone or tablet, from anywhere, any time with UMB mobile banking.
Download the UMB Commercial Card mobile app
