Overview
Before you begin adding transactions, you must have a fuel card account on IntelliShift. In this article, learn how to manage your fuel accounts.
Table of Contents
- View Fuel Card Accounts
- Create a Fuel Card Account (Integration)
- Create a Fuel Card Account (Non-Integration)
- Edit and Delete Fuel Card Accounts
View Fuel Card Accounts
To view Fuel Card Accounts, follow these steps:
- In the left-hand navigation, select the "Fuel Manager” service module.
- In the top navigation, select "Tools."
- In the dropdown menu, select “Manage Accounts.”
Create a Fuel Card Account (Integration)
If you are integrating IntelliShift with your fuel card provider (e.g., Wex, Comdata), you will have additional steps to complete before creating your fuel account on IntelliShift. Watch the video below to learn how to create your account.
Create a Fuel Card Account (Non-Integration)
If you are not integrating between IntelliShift and a fuel card provider, you can manually create an account. This account will be used so you can manually upload transactions. Watch the video below to learn how to create your account.
Edit and Delete Fuel Card Accounts
We highly recommend speaking to your IntelliShift account manager before proceeding with editing or deleting an active fuel card account, or a fuel card account you no longer use.
Follow the steps below to learn how to edit or delete your fuel card account.
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