Bento for Business
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Getting Started with Bento

How Much Does Bento Cost?

Who Can Sign Up for Bento?

How Do I Sign Up for Bento?

What Information Do I Need to Provide to Sign Up for Bento?

What Documents are Used for Enrollment Verification?

How Do I Contact Bento?

What Bank Holidays Does Bento Observe?

Quick Guide to Getting Started with Bento for Business

What Security Measures Does Bento Take to Protect My Information?

Account & User Management

Account Management

How Do I Set Up and Manage Alerts on My Bento Account?

How Do I Change or Update My Business Phone Number or Business/Shipping Address?

How Can I Use Multiple Bento Accounts?

How Do I Cancel My Account?

How Do I Upgrade or Downgrade My Subscription Plan?

How Do I Reset or Change My Password?

What is Two-factor Authentication?

How Do I Troubleshoot Two-factor Authentication Issues?

How Do I Change my Account’s Email Address?

How Do I Log Into/Login to My Bento Account?

I have Multiple Bento Business Accounts, Can I Merge the Accounts?

I Want to Keep My Businesses Separate, How Do I Add Another Business?

How Do I Change My Business Name?

How Can I Use Bento for Accounting?

User Management

Can I Access Multiple Bento Accounts with the Same Login Credentials?

How Do I Grant an Employee Login Access to the Web and Mobile App?

What Do I Do If Someone I've Sent an Invitation to Hasn't Received it?

How Do I Create a Department?

How Do I Assign a Department Lead?

How Do I Update Multiple Users At Once?

How Do I Create a New User?

How Do I Import Multiple Users At Once?

How Do I Change a User’s Role?

Approval Request

Transactions & Card Management

Card Management

Can Bento Cards Be Used Internationally?

What's the Difference Between an Employee Card and a Utility Card?

What is the Billing Address of My Bento Card?

What's the Maximum Card Spend Limit on Bento Cards?

How Do I Set or Reset a PIN on a Bento Card?

What Do I Do If My Card is Lost or Stolen?

How Do I Replace, Reissue or Cancel a Card?

How Do I Create a Card?

How Do I Activate My Card?

When Do My Spending Limits Reset?

Why Did My Card Get Declined?

How Do I Deactivate a Card?

When Will My Employees Get their Cards?

How Do I Reassign a Utility Card to a Different User?

How Do I Use My Virtual Card?

How Do I Add My Bento Card to a Mobile Wallet?

How Do I Change the Name on a Card?

How Do I Create Multiple Cards At A Time?

When Will I Get My Card?

How Do I Update Multiple Cards At Once?

What Are the Different Types of Controls I Have on a Card?

How Do I Enable 'Card Not Present' on a Card ?

How Do I Make my Bento Card My Mobile Wallet's Default Card?

How are Fixed Value Cards Different from My Current Bento Cards?

Transactions

Why Don't I See a Refund on My Card?

Why Do I See An Additional Pending Amount Being Held on My Card?

How Do I File a Transaction Dispute?

How Do I Use Transaction Filters?

Where Can I Find My Monthly Statements?

How Do I Read My Monthly Statement?

What Do I Do If I See Unrecognized Charges on My Transaction Activity?

Payments & Receipt Management

Payments

How is Accepting a Payment As a Bank Transfer Different from a One-Time Use Virtual Card?

How Do I Cancel a Payment?

What Does It Mean When a Payment is Declined, Canceled, or Returned?

How Do I Accept a Bento Pay™ Payment?

Receipt Management

How Do I Export or Download Multiple Receipts at Once?

How Do I Manage Unmatched Receipts?

How Do I Submit or Upload a Receipt?

Bank Accounts, Deposits & Funds

How Do I Link and Verify My Bank Account to Transfer Funds?

How Do I Add/Transfer Funds to My Bento Account?

How Do I Cancel a Bento Transfer?

Why Hasn't My Bento Transfer Processed Yet?

What Do I Do If My Bento Transfer Fails?

How Do I Delete or Change the Bank Account Connected to My Bento Account?

How Do I Deposit Funds and Check My Bento Account Balance by SMS Text?

Can I Have Multiple Bank Accounts Linked to My Bento Account?

Policy Settings

For Admins

What are Policy Settings and Why Do I Need Them?

How to Add a New Policy?

How to Edit/Delete an Existing Policy?

What are the Parameters/Fields I Can Set Policies For?

How Many Reminders Can I Set to Rectify a Policy Violation?

When Will the Policy Violation Reminders Go Out?

When Will a Card Turn Off for Violating a Policy?

For Users

Will I Be Notified When a Policy is Violated?

How Do I Resolve a Policy Violation?

How Do I Know My Policy Violation is Resolved?

After a Violation is Resolved, When Will My Card Turn Back On?

Feature and Set Up Guides

Transaction Filters and Tags

Policy Settings - Overview and Management

Admin Management and Permissions

Bento Payment Methods

Receipts Overview and Management

Card Management - Overview, Controls, and Departments

Security and Privacy Policies Best Practices

Integrations

Non-QuickBooks Online Accounting Software Set Up

QuickBooks Online Accounting Software Set Up and Troubleshooting

Auto Categorization

All Categories ​>​ ​Feature and Set Up Guides

Feature and Set Up Guides

7 articles

Transaction Filters and Tags

Bento's transaction filters and tags are designed to give you a streamlined...

Updated 2 years ago

Policy Settings - Overview and Management

Policy settings allow account owners and admins to establish expense/transaction-related...

Updated 2 years ago by Chandrika Chandwani

Admin Management and Permissions

As the Business Owner of the account, you can elect Admins to...

Updated 2 years ago by Chandrika Chandwani

Bento Payment Methods

Bento for Business enables businesses to pay their vendors quickly...

Updated 2 years ago by Chandrika Chandwani

Receipts Overview and Management

Here is the list of receipt features we offer and how to use them...

Updated 2 years ago by Chandrika Chandwani

Card Management - Overview, Controls, and Departments

Bento gives businesses complete control over cards...

Updated 2 years ago by Chandrika Chandwani

Security and Privacy Policies Best Practices

Here's some important things you may need to know about your account's Security and Privacy...

Updated 3 months ago by Grace Tang

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