Corporate and Cardholder Statement Sign Up

This guide shows how to enable automated PDF statement emails for a corporate account in the Commercial Card Portal so recipients receive statements the day after each cycle closes. It explains where to find the account, enable notifications, add recipients and CC email addresses, toggle organizations if you manage multiple programs, and save settings. Follow the steps in this guide to automate statement delivery and avoid manual downloads.

Jessica Cochran
13 steps
26 seconds

Ucbi

Begin by logging into the Commercial Card Portal. \ \ Within ActivePay select **Security** from the top menu.

Select **Notifications** from the **Security** dropdown.

Find the corporate account in the search area. To get started, select the **Type** from the *Category* dropdown.

Next, enter **Corporate** in the *Search term* field and then click **Add**.

You can also find the account by selecting the **Search** button with no criteria entered.\ \ Look for the account with **Corporate** in the *Type* column below.

Click on the row with the account you wish to receive statements for.

Click **Enable Card Notifications.**\ If the chosen account already has notifications set up, you will see *Yes* in the *Enabled* column below.

**Note:** If you are an administrator with access to multiple card programs, use the “organization” dropdown at the top of the page to toggle between them.

Select the **Statement** tab.

Check the **Enable notifications for statements** checkbox.

Add email address(es) for notifications in the *Recipient email address(es)* field. \ \ If entering multiple addresses, separate each address with a semi-colon, or use the 'CC' box.

Additional email addresses may also be added in the *CC* box.

Once all email addresses have been entered then select **Save.**\ \ Once a notification is set up, the recipient(s) will automatically receive an email with the PDF statement attached. This is sent the day after each cycle closes.

Additional questions? Contact support.