Manage Corporate cards in CommBiz

Get to know administrator privileges for Corporate cards and discover how to navigate common cardholder questions.

Overview

• View statements
• Order new or replacement cards and PINs
• Change limits
• Update cardholder contact details
• Cancel cards

Set up card administrators

In CommBiz, you’ll need to nominate card administrators to manage your facility. Many customers choose their existing point-of-contacts as card administrators.

Where to start

• Link your Corporate card facility to CommBiz. See Adding Accounts for more information on how to do this. When you're asked for an account number, make sure you provide your facility number, which you can find on a recent statement
• Set up a service delegate to authorise requests

Add card administrators

Nominate who can manage your Corporate cards by adding them to a card administrator group with the following steps:

1. Log on to CommBiz and go to Admin > Maintenance Requests
2. Go to Card Administrator in the left-hand menu
3. Go to Create a New Group (or Edit if you already have one set up)
4. Choose a name for the group
5. Choose your card administrator(s) from the list of identified CommBiz users. If you need to add a new user or request an ID check for an existing user, see Managing CommBiz Users
6. Choose which facilities/cards will be managed by the selected card administrator(s)
7. Go to Save > Confirm
8. A service delegate needs to authorise the request

Add a new cardholder

1. Go to Functions >Service Requests
2. Go to Order a New Commercial Card in the left-hand menu
3. Complete all required fields
4. Go to Submit >Confirm
5. Print the form and have it signed by the Corporate card facility authorised signatory
6. Email the completed form to CorpCardEnq@cba.com.au , or to an alternative email address if you’ve been provided one

Manage existing cards

1. Go to Functions >Service Requests
2. Go to Maintain Existing Commercial Cards in the left-hand menu
3. Choose the relevant facility number from the list
4. Go to Search to see all cards attached to the facility
5. Complete the appropriate fields or check boxes next to the relevant card to:
   - Set a monthly limit
   - Set a transaction limit
   - Order a new PIN (by mail)
   - Re-issue a card
   - Edit contact details
   - Cancel a card
   
6. Go to Submit > Confirm >OK
7. Your request will be assigned to our service teams to review and action
8. View the status of your request by going to Functions > Service Request Status List

Frequently asked questions

Do cardholders have to link their card to NetBank or the CommBank app?

No, but linking to NetBank will mean they can self-service their Corporate card.

By encouraging cardholders to use self-service:

• They can perform their own card activation quickly
• They have real-time control over their card, including the ability to lock their card temporarily
• They can easily change their PIN in the app, eliminating wait time by post or the need to visit a branch
• They can make payments using digital wallets on their mobile and wearable devices
• The risk of card fraud is decreased because of the real-time view of pending and completed transactions

Cardholders who don't want to link their Corporate card to a CommBank profile (new or existing) can continue managing their card via our client service teams.

If a cardholder links their Corporate card to NetBank or the CommBank app, can they change their credit limits and access restricted business financial information?

No, cardholders won't be able to change their credit limit or access any account information belonging to the business. They'll only be able to take the following actions for their linked Corporate card:

• Activate their card and set their PIN
• Temporarily lock their card
• Reset their PIN if they forget it
• Report their card as lost, stolen or damaged
• Make payments using digital wallets on their mobile and wearable devices
• View their transactions
• Download their statements in NetBank

If a cardholder doesn’t bank with CommBank, do they have to open a NetBank ID?

To manage their card in NetBank, a cardholder needs to have their card linked to a NetBank ID. If your cardholder prefers not to have a NetBank ID, they can continue to get help as they normally do.

If a cardholder already has accounts with CommBank, will the Corporate card affect their personal balance or credit score?

No, linking a corporate card to NetBank will not impact the cardholder's net position or their capacity to apply for other products.

Why would a cardholder need to be reverified if they've already been verified by Verifying Officer, in-branch or by providing their existing CommBank account details?

Even when existing cardholders have been sufficiently verified to be issued a Corporate card, CommBank requires additional ID verification to take place via our digital platform. This is so we can set up a NetBank profile and subsequently link the Corporate card. Verification is an important part of our security measures to protect customer information.

What identification documents will cardholders need to provide when linking their Corporate card to NetBank?

Cardholders that have an existing NetBank login can simply log on to NetBank when the option is provided while linking a Corporate card.

For cardholders that don't have a NetBank ID, we'll ask them for their:

• Full name (including any middle names)
• Date of birth
• Residency information, including recent addresses
• Occupation
• Tax residency information, including their country of residence for tax purposes

For verification, they’ll need to have two valid identification documents handy, such as a driver licence or passport.

How can a cardholder update their name?

If a cardholder has already linked their Corporate card to NetBank and needs to update their name, they’ll need to visit a CommBank branch.

How does CommBank treat personal information?

View our Group Privacy Statement, which covers things like:

• Other ways and reasons we may collect, use or share your personal information
• How to access your personal information and correct it if it’s wrong
• How to make a privacy-related complaint (including about our compliance with the Australian Privacy Principles) and how we’ll deal with it
• How you can contact us