Personal Business
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Multi-Currency Accounts

GBP, currency and holding accounts.

International Payments

Money transfers for business.

Currency Risk Management

Minimise effect of FX volatility.

Payroll Payments

Reduce payment timelines by 3+ days.

Supplier Payments

Faster payments for AP teams.

Expense Management

Complete platform that flexes to your business.

Embedded Finance

Add bank-like functionality via API.

security and compliance

Compliance Framework

Cyber Security

 Book a demo

FEATURED

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NEW FEATURE: Expense Any Card on the Caxton Expense Platform

Expense Management that flexes to your unique way of doing it
New integrations coming soon

New integrations coming soon

Join the beta for new bank feed integrations

Platform dropdown_graphic

CXTN Platform

Caxton API Suite.

API Status

See uptime here.

Request Sandbox Access

Get started using our platfom.

 Book a demo

Resources

API Documentation

Latest release notes

Case Studies

Neobank FX Rails

Patient Concierge Service

FEATURED

New client case study

LIVE PAY: Faster Payments helping this business grow

How bureaus can expand services multi-directionally
Learn dropdown_graphic

Research

New CFOs First 100 Days

Digital Payments Report

Payroll On Demand

Eliminate credit cards (Guide)

Upcoming events

Monthly Currency Outlook

For anyone who needs to buy or sell currency next month

All Caxton Events

Client resources

Expense Platform Training

CXTN Platform Webinar

Free Tools

Expense Policy Template

FEATURED

web_feature_menu_currency_outlook

H2 Currency Outlook

Understand how market expectations effect currency valuations
web_feature_menu_api_case_study

Payment rails for neobank

Cut development time with Plug and Pay API technology
Centralisation of payments

Centralisation of Payments

See the benefits of moving your payments all to one system
Connect dropdown_graphic

RESOURCES

Contact partner team

Directory

See all our business associations.

Business Payment Blog

Join Our Networks

Career Collective

EVENTS

All Caxton Events

Scotland Tech Industry Drinks

Join us for our Trusted Network Tour

Summer Drinks & Feature Launch

Partner and client drinks for our Any Card feature launch

 Sign up

FEATURED

web_feature_menu_linger_partner

LiNGER Travel

Tailor made sabbaticals and experiential holidays
web_feature_menu_ap association

Accounts Payable Association

Caxton are members of the largest AP membership organisation in the UK and Europe
Who We Work With dropdown_graphic

Industries

Education and Schools

Accounting Firms

Healthcare and Life Science

Manufacturing

Case Studies

Payroll Bureau

Accounting Firm

Neobank Payments Rails

English Football

Travel Agency

Marketing Agency

Weston College

Illingworth Research

 Sign up
For Clients dropdown_graphic

Client Resource Area

Video Demonstrations

Product demonstrations and how-to information

Video Education

Access to all our research and webinars focussed on industry and job role education

Industry Information

Use cases and industry specific information

Downloadable Guides

Product information downloads

Expense Management

Activate Card - Owner and Admins

For Expense Management owners and admins, instructions to activate Caxton Business Expense Card

Activate Card - Cardholders

Business Expense Cards must be activated by an owner or admin
Personal Business
Banking Alternatives dropdown_graphic

Multi-Currency Accounts

GBP, currency and holding accounts.

International Payments

Money transfers for business.

Currency Risk Management

Minimise effect of FX volatility.

Payroll Payments

Reduce payment timelines by 3+ days.

Supplier Payments

Faster payments for AP teams.

Expense Management

Complete platform that flexes to your business.

Embedded Finance

Add bank-like functionality via API.

security and compliance

Compliance Framework

Cyber Security

 Book a demo

FEATURED

web_em_anycard_C_800x600

NEW FEATURE: Expense Any Card on the Caxton Expense Platform

Expense Management that flexes to your unique way of doing it
New integrations coming soon

New integrations coming soon

Join the beta for new bank feed integrations

Platform dropdown_graphic

CXTN Platform

Caxton API Suite.

API Status

See uptime here.

Request Sandbox Access

Get started using our platfom.

 Book a demo

Resources

API Documentation

Latest release notes

Case Studies

Neobank FX Rails

Patient Concierge Service

FEATURED

New client case study

LIVE PAY: Faster Payments helping this business grow

How bureaus can expand services multi-directionally
Learn dropdown_graphic

Research

New CFOs First 100 Days

Digital Payments Report

Payroll On Demand

Eliminate credit cards (Guide)

Upcoming events

Monthly Currency Outlook

For anyone who needs to buy or sell currency next month

All Caxton Events

Client resources

Expense Platform Training

CXTN Platform Webinar

Free Tools

Expense Policy Template

FEATURED

web_feature_menu_currency_outlook

H2 Currency Outlook

Understand how market expectations effect currency valuations
web_feature_menu_api_case_study

Payment rails for neobank

Cut development time with Plug and Pay API technology
Centralisation of payments

Centralisation of Payments

See the benefits of moving your payments all to one system
Connect dropdown_graphic

RESOURCES

Contact partner team

Directory

See all our business associations.

Business Payment Blog

Join Our Networks

Career Collective

EVENTS

All Caxton Events

Scotland Tech Industry Drinks

Join us for our Trusted Network Tour

Summer Drinks & Feature Launch

Partner and client drinks for our Any Card feature launch

 Sign up

FEATURED

web_feature_menu_linger_partner

LiNGER Travel

Tailor made sabbaticals and experiential holidays
web_feature_menu_ap association

Accounts Payable Association

Caxton are members of the largest AP membership organisation in the UK and Europe
Who We Work With dropdown_graphic

Industries

Education and Schools

Accounting Firms

Healthcare and Life Science

Manufacturing

Case Studies

Payroll Bureau

Accounting Firm

Neobank Payments Rails

English Football

Travel Agency

Marketing Agency

Weston College

Illingworth Research

 Sign up
For Clients dropdown_graphic

Client Resource Area

Video Demonstrations

Product demonstrations and how-to information

Video Education

Access to all our research and webinars focussed on industry and job role education

Industry Information

Use cases and industry specific information

Downloadable Guides

Product information downloads

Expense Management

Activate Card - Owner and Admins

For Expense Management owners and admins, instructions to activate Caxton Business Expense Card

Activate Card - Cardholders

Business Expense Cards must be activated by an owner or admin
Contact Us Help Log in Book a demo Sign up
RECURSOS DOS CLIENTES CAXTON
 

Ativar Cartão de Despesas Comerciais

Esta página destina-se a ajudar os Proprietários e Administradores de uma conta de Despesas Comerciais Caxton a ativarem uma conta e os cartões de utilizador. Se for utilizador de um cartão e não um administrador, por favor, vá a Utilizador de Cartão.

header_card_activation_hero_800x800

Orientações para Proprietários e Administradores de Conta

Proprietário/Administrador

Inicie sessão na sua Conta Comercial para ativar o cartão de utilizador e carregar fundos para a carteira.

Orientações para Ativar o Cartão

  1. Selecione Administração na barra de ferramentas à esquerda.
  2. Selecione Gerir Cartões.
  3. Selecione Alterar o Estado do Cartão.
  4. Encontre o cartão do utilizador e selecione atualizar o estado do cartão.
  5. Selecione Ativar no menu suspenso e selecione atualizar o estado do cartão.
Card_Activation_Owners_Admin_800x600

Importante

Se tiver sido atribuído um e-mail ao cartão, então será enviado um e-mail de ativação para o e-mail do utilizador na altura de ativar o cartão. Se não tiver sido atribuído um e-mail e não pretender conceder acesso online ao utilizador, por favor, forneça também o seu número de pin. Certifique-se de entregar ao utilizador o Guia do Utilizador e peça-lhe para garantir que a sua primeira transação é realizada utilizando o chip e o pin, e não realizada sem contacto, por questões de segurança.

Neste vídeo, aprenderá a ativar um cartão.
  1. Após iniciar sessão na sua Conta Caxton, verá o painel.
  2. Clique em “cartões de despesas”.
  3. Clique em “os meus cartões de despesas”.
  4. Clique em “ver grupos de cartões”.
  5. Clique em “ativar cartão”.
  6. Introduza os 6 dígitos necessários do cartão.
  7. Clique em “ativar cartão”, o qual ficará agora ativo.

Como carregar carteiras

Cartão Esterlino

  1. Selecione carregar Cartão Empresarial na barra de ferramentas à esquerda.
  2. Selecione a carteira que pretende carregar no menu suspenso.
  3. Selecione Adicionar fundos a este grupo.
  4. Introduza o montante de fundos a ser adicionado.
  5. Selecione Adicionar.
Screenshot 2024-06-04 at 16.35.17

Cartão Multimoeda

  1. Selecione carregar Cartão Empresarial na barra de ferramentas à esquerda.
  2. Identifique a moeda que pretende carregar sob o Saldo Bancário da Sua Moeda e selecione Carregar ao lado dessa moeda.
  3. Selecione a carteira que pretende carregar no menu suspenso.
  4. Introduza o montante de fundos a ser adicionado.
  5. Selecione Confirmar carregamento.
Screenshot 2024-06-04 at 16.35.26

Como Carregar Vários Cartões

Neste vídeo, aprenderá a carregar vários cartões.
  1. Após iniciar sessão na sua Conta Caxton, verá o painel.
  2. Clique em “cartões de despesas”.
  3. Clique em “carregar vários cartões”.
  4. Clique em “descarregar modelo CSV” para carregamento de cartão.
  5. Abra o ficheiro CSV (Excel), preencha os campos necessários e guarde-o.
  6. Carregue o ficheiro CSV ao clicar no botão “carregar” no passo 2.

Estamos sempre prontos a ajudar

Não encontrou o que procura nos documentos fornecidos aqui? Se tiver alguma questão adicional, pode contactar o número no verso do seu cartão ou enviar um e-mail para o endereço corporatecards@caxton.io

 

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