Working with security cards

If your company uses Comdata, EFS, or TCH as its electronic data provider, you must set up a security card for each user who will update or modify card and advance information. You can also set up a single security card to be shared by a group of users.

Security cards are required for all of the following tasks:

  • Accessing the Card Maintenance window

  • Accessing fuel transactions, electronic checks, and card advances in the Advances/Misc Labor window

  • Using any interactive functionality

  • Creating pay details for the following system code pay types:

    • Card Advance (LDMNY)

    • EFS TransCheck (TRNCHK)

    • EFS UniversalCard (UNVCRD)

    • Express Check (EXPCHK)

    • TCH Money Codes (TCHMC)

The Security Cards feature allows you to assign security cards to users or groups.

image1

To add or remove a security card, follow these steps.

  1. Go to Operations > Fuel Maintenance > Security Cards.
    The Security Cards window opens.

    Required field: *

    Field Definition

    Account Code

    Account code for the user or group

    Customer Code

    Customer code associated with the account code

    Security Card *

    User’s unique Comdata, EFS, or TCH user ID

    User/Group

    Indicates whether this security card is for a single user or for all users in a group

    User ID *

    TMWSuite ID of the user or group

    Password

    Password assigned to your company by your vendor for verifying Express Cash Batch data

    Vendor

    Vendor for which you are setting up the security card

    Vendor User ID

    ID used to log into the vendor

    Advance Max

    Custom field

  2. Do any of the following:

    • Add a card

      1. Click Add Card.
        A new row appears at the bottom of the grid.

      2. Enter information in the columns provided.

    • Edit an existing card

      1. Click on the row that contains the card you want to edit.

      2. Make changes as needed.

    • Remove a card

      1. Click on the row that contains the card you want to remove.

      2. Click Remove Card.

  3. When you have completed all edits, click image2 Save.