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Category: Main administrator

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My profile

Each Fidoo user has a profile where they can manage and set up their information.

Change of telephone contact

  1. In the web app, click on your name (top left) – My Profile – the green Change icon icon next to your phone number.
  2. Enter the new phone number and Save number change.
    Change your phone number
  3. Enter the six-digit code you received for your new phone and go on.
  4. In case you do not have access to the application, please request a change of telephone contact for the main administrator of the application.

Setting up the Shortcut feature

  1. In the web app, click on your name (top left) – Proxy.
  2. Select Add Shortcut, select a shortcut from the list of users, and enter the shortcut time.
    Setting up a crowd
  3. Confirm with the Set button.

Adjusting the queue time

  1. In the web app, click on your name (top left) – Proxy.
  2. For the shortcut you want to edit, select Edit.
  3. Adjust the time and confirm with the Set button.

Termination of the crowd

  1. In the web app, click on your name (top left) – Proxy.
  2. For the queue you want to terminate, select Terminate.
  3. Confirm with the End Shortcut button.

Login to the account of the represented person

Web app

  1. Click on your name (top left) – Switch user.
  2. Select the user you want to represent.

Mobile app

  1. After logging in, information about the possible crowd will appear for a few seconds, click on
    Switch
     or select

    Next.


  2. Click on your name in green and select the person you want to represent.

Setting up notifications in a queue

  1. Click on your name (top left) –
    My profile.
  2. Select a tab
    Notifications.
  3. If you have notifications set up on your company, tick
    Individual settings.
  4. Scroll through to turn on/off the Notifications section of the Tab, and
    Save
    .

Frequently asked questions about representation

You will always receive an informational email when you set up, change or terminate a shortcut.

Web app

  1. Click on your name in the top left corner.
  2. Select Back to my account from the menu. The app will then switch you to your account.

Mobile app

  1. Click on Next and the name of the person you are representing in green.
  2. Select My Profile.

The moment you switch to the represented profile, the personal profile field turns purple. You can get back to your account the same way.

The representative will see and do almost everything that the represented user is entitled to. However, there are some sensitive areas that the representative will not be able to access or see, but will not be able to edit.

In the profile of the represented user:

  • change password
  • view of sensitive information
  • modifications in the profile
  • permanent card blocking and PIN display
  • acceptance of the renewed card

Generally in the application:

  • setting roles and rights
  • approval settings
  • view of Fidoo account
  • charging cards
  • AML acts

Change language version

Web app

  • Click on your name (top left) – Change language and select.

Mobile apps for iOS

  1. On your phone, select Settings and find the Fidoo app.
  2. Click on Language and select the variant you want to use.

Mobile apps for Android

The Fidoo app is set up according to the language settings on your phone as follows:

  • The phone is set to Czech and Slovak language, the application is in Czech.
  • The phone is set to any other language, the app is in English.

Change your login password

  1. In the web app, click on your name (top left) – Change password.
  2. Enter the original and new passwords and confirm with the Change Password button.

Switching between multiple companies

If you are elected as a so-called. super user, you will receive an email accepting or rejecting the role.

  1. In the web app, click on your name (top left) – Switch company.
    Switching companies in FIdoo
  2. Click on the selected company to be redirected.

Notification settings

  1. In the web app, click on your name (top left) –
    My profile.
  2. Select a tab
    Notifications
    and tick
    Individual settings.

  3. Slide the button

    /


    to turn on/off


    messages or notifications, and


    Save


    .

Frequently asked questions about my profile

The main administrator provides support to all users of the Fidoo application. So if you need to find out who in your company has this role, do the following:

  1. Log in to the web app.
  2. In the bottom left corner, click Main Administrators.
  3. This will open a window with information about the administrators.
  1. Make sure you’ve set up notifications to be sent directly to you in the downloaded Fidoo mobile app:


    Next – Settings – Push notifications
     – The slider is on (shown in green)
  2. Check the notification settings on your phone:

    Settings – Notifications
     – Find and select the Fidoo app.
    Enter
    Find and select Fidoo and select Fidoo.
    .

Sometimes it happens that when the phone with iOs is set to “silent mode” i.e. has the side button switched in the down position (you can see red) – push notifications are not displayed.

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Types of Fidoo cards

The Fidoo card is a classic payment card from Mastercard. The card allows classic payments at a merchant’s terminal, ATM withdrawals or online payments.

Personal Fidoo card

  1. If your name is on the card, it is a personal card.
  2. Only you use this card.

Team Fidoo card

  1. If the card has a team name or a license plate number instead of a name, it is a team card.
    The team card can be named at your discretion, but it must not be the name of the app user to avoid confusion with a personal card.
  2. The team card is shared and can be passed around within the team and can be used by anyone in the team.
  3. However, a team card always has only one holder who is responsible for it.

More about Fidoo cards

Want more information about Fidoo cards? We’ve got the support to do it own separate section.

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Frequently asked questions

Fidoo and Komerční banka FAQ

For the entire corporate expense portion of the bill, yes. Some functions in the Fidoo app, however, are not available for KB cards (e.g. balance display, card PIN, blocking option, etc.). You can manage and set up these actions in Komerční banka’s internet banking.

In the expense detail, you will see “Paid by external card” in the upper corner.

Yes, just go back to Settings – Company – Komerční banka. On the Linked Accounts tab, you can disconnect the account.
If an expense has already been made with the KB card in Fidoo, the account cannot be disconnected.
You must either cancel the entire registration between KB and Fidoo or disconnect individual cards from Fidoo users.

You must first create a user. You can do this in Settings – People. Once you create a user, they will automatically appear in the list of users you can link your KB card to.

You don’t have to – that’s up to you. If you also need to use cards that can be used flexibly and securely to distribute funds around the company, then Fidoo cards are the right choice. If you prefer cards that have the entire company account with all funds at your disposal, then KB cards are a better choice. Both Fidoo and KB cards can be used to pay in shops.

If the connection between Fidoo and KB is not working and you are not seeing the expenses from your KB card payments loaded into Fidoo, there are basically three different reasons for this:

  1. Fidoo is not registered to access your KB account.
  2. You have no KB bank account connected to Fidoo.
  3. KB cards are not associated with Fidoo.

In theKB connection settings, red exclamation marks indicate which of these options is currently wrong and deserves your attention.

P.S. We remind you that to connect you must be a Fidoo user with the appropriate permissions, and you must have a bank account and access rights to it.

The account cannot be linked for the following possible reasons:

  • you have entered an incorrect account number or prefix,
  • you entered the wrong currency,
  • the account is not authorised in KB banking. To authorise, disconnect Fidoo from KB, re-register and set up the accounts you want to use in Fidoo in the first step.

So far, we have only established cooperation with Komerční banka and other banks cannot be connected in this comfortable way.

We currently synchronise data every 10 minutes and therefore delays may occur. We are working hard to reduce this time lag.

If you have a properly connected KB account to Fidoo, then in the settings(Settings -> Company -> Komerční banka) the tab “Linked accounts” is marked with a green iconwhere you see a number withof your KB account with the number of cards issued for this account. If is the number of cards is 0, it means that you have no card issued for your KB bank account and you need to apply for one at KB.

One bank account can be linked to multiple companies. But we don’t recommend it. If you are the main administrator for multiple companies in your group, it is important to be careful in which Fidoo account you set up the KB link. If you accidentally set up a link for another company, then you need to cancel the link. You will then switch to the correct Fidoo account where the KB account belongs and start the process again.

Contact your main administrator. Probably the binding between the KB card and the Fidoo user has been incorrectly set. Ask your main administrator to disconnect you as a user from a KB bank card that you do not own. Either ignore the expense created or send it for approval with a note that it is an expense that was mistakenly assigned to you.

No, such expenditure cannot be deleted. Consult with your accountant and, as advised by your accountant, either ignore the expense or send it for approval with a note that it is an unauthorized expense created by misuse of your credit card.

Such expenditure in Fidoo will remain and need to be to be approved and bill. They can also be exported. No further new expenditure will be incurred after the disconnection.

Yes, even after disconnecting the KB account, all previously incurred expenses remain in Fidoo and need to be approved and accounted for.

Yes, you can cancel and re-register, where you can select additional KB accounts or add a newly created KB account that was not available when you opened it.

Once a specific KB card is successfully linked to a designated Fidoo user, each payment made with that KB card will automatically generate an expense in Fidoo belonging to that user. In addition to the card payment expenses, Fidoo will start recording all ATM withdrawals and deposits associated with the respective KB card in the user’s wallet. Backloading of expenses before setup is not possible.

The KB payment card should be correctly assigned in Fidoo to the Fidoo user who is the actual owner of the KB card. This KB cardholder must also have a user account in Fidoo.

The connection between the KB card and the Fidoo user is set by the main administrator.

Yes, she should. However, we cannot check the correctness of this assignment in Fidoo. Therefore, your Fidoo master administrator needs to be really careful about the correct assignment.

All types of KB bank accounts can be linked to Fidoo.
When you register Fidoo with KB, you’ll see what all of your accounts can be connected to Fidoo. All accounts you want to connect to Fidoo must be marked in this step. (For simplicity, we recommend that you always mark all KB accounts offered here).

Any currency can be linked to Fidoo, depending on the KB account settings.

One company can be connected to one banking entity with which it works.

No, it’s not. You can connect an unlimited number of KB accounts within one company.

Yes, if you have granted Fidoo access to this additional account when you registered, you can simply connect the additional account under the “connected accounts” tab using the “Link additional account” button.
If you have not yet confirmed access to this additional account with the Fidoo application (e.g. it is a new account), you must first disconnect the entire connection to KB and go through the entire Fidoo registration to KB again.

Yes, if you have granted Fidoo access to this additional account when you registered, you can simply connect the additional account under the “connected accounts” tab using the “Link additional account” button.
If you have not yet confirmed access to this additional account with the Fidoo application (e.g. it is a new account), you must first disconnect the entire connection to KB and go through the entire Fidoo registration to KB again.

If you disconnect a card from a user in Fidoo, the card will stop flowing expenses to Fidoo when you make a payment.
Expenses created from payments made before disconnection are not lost, they remain with the user.
You can add unlimited KB cards to a single user in Fidoo.

Yes, newly created KB cards will automatically appear in the section Connecting with Komerční banka on the Cards tab. Here they will wait to be connected.
So if you make a new card in KB, have your main administrator also connect it to your user account in Fidoo. If you no longer use the original old card, leave it with your main user account. Disconnect again by the administrator.

Yes. KB cards unlimited, Fidoo cards maximum 5 per user.

No, you can only view your KB card, set up your KB card, and view transactions and statements in KB’s online banking service, My Bank.
Exclusively for the purpose of setting up the linking of KB cards to Fidoo users, the list of KB cards is available in the Linking with Komerční banka section on the Cards tab.

Financial Administrator, Chief Administrator, accountant and statutory officer. However, you need to have your KB login details.

To do this, you must be a financial administrator, chief administrator, accountant or statutory officer in Fidoo and have the authority to access your corporate account with KB using at least one of the possible authentication methods (e.g. using a KB key).

The most likely cause is that your KB card is not linked to your Fidoo account in your Fidoo settings. Contact your head of the company. administrator to fix the settings.

Cash withdrawals and deposits to and from the ATM are displayed in Fidoo in your wallet (Menu – Cash), which shows the current amount of company cash you have on you.

No, it doesn’t. The way you have been entering information about KB card transactions from your bank statement into your accounting system (whether you have been doing it manually, automatically, by import or otherwise) will continue unchanged. From Fidoo, you will receive an invoice or a commitment document for these transactions, which you can pair with the transactions (or bank documents) from KB.

If you do not see a specific account there, please contact our Customer Care Centre by email info@fidoo.com or by phone +420 290 290 290. The connection to the KB account will then be enabled through our colleagues and will be operational within a few days.

You have nothing to worry about. While we have access to data on the movements of the accounts you have consented to when you registered, and a list of the cards associated with it, our KB API connection does not allow any active operations on our part, we only have the ability to read. We do not obtain any sensitive data such as full card number, CVV, etc., nor are we technically able to access it.

After your consent, we will obtain the so-called. refresh token, a unique key that allows us to retrieve information about account movements and associate them with cards. The token is valid for one year, and you as a client can withdraw your consent at any time.

The card must first be activated before you can connect users to it in Fidoo.

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Linking to KB account

Play Video

Linking accounts

  1. Section Settings – Company – Komerční banka – tab Linked accounts. The first time you register you will be directed directly to this section.
  2. Click Link another account.
  3. Enter your bank account details and select Link account.

  4. You will see a confirmation that the account has been successfully linked. To add another account, repeat the action.

Edit or disconnect your account

  1. Section Settings – Company – Komerční banka – tab Linked accounts.
  2. For the account you want to edit or disconnect, select Edit.
  3. Make your changes and Save, or select Disconnect Account and confirm again with the Disconnect Account button.

Fidoo Cards FAQ

If you wish to cancel the card you have just ordered, you can do so by blocking the card no later than 21:00 on the day you ordered it. This card will not go into production. Contact the Client Care Centre for a refund of the card production fee.

This is an auxiliary identifier that only appears in the application and the expense report. This element will not be embossed on the card and can be changed at any time. This is often the case, for example. employee number or vehicle registration number.

A card manager is a user who can pass a team card to another user in the application. At the same time, they can see in Team Finance → Cards → Transactions all the movements on the managed card and which person made the transaction. You can also lock or block the card at any time and set its parameters

The card approver approves or denies requests to load the card. The administrator can modify the card (change its settings, modify the automatic recharge scheme and limits). The cardholder is the only one who can physically handle the card – pay (even online) or view the PIN.

You cannot set a daily limit on the card within the app, it is determined by the amount loaded on the Fidoo card.

Top-up funds are on the card immediately after top-up (if you have sufficient funds in your Fidoo account). The withdrawal is made immediately back to your Fidoo account.

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Connection to KB cards

Play Video

Linking cards

  1. Section Settings – Company – Komerční banka – tab Cards.
  2. For the card you want to link to the user, select Link.

  3. Select a user from the list and select Link.

  4. The connection was successful if the Loading expenses (top right) turns green.

Change KB card user

  1. Section Settings – Company – Komerční banka – tab Cards.
  2. On the tab where you want to change the user, select Edit.
  3. Select another user from the list and select Change.

Deleting a KB card user

  1. Section Settings – Company – Komerční banka – tab Cards.
  2. On the tab where you want to delete the user, select Edit.
  3. Type Disconnect user and confirm again with the Disconnect user button.

Fidoo Cards FAQ

If you wish to cancel the card you have just ordered, you can do so by blocking the card no later than 21:00 on the day you ordered it. This card will not go into production. Contact the Client Care Centre for a refund of the card production fee.

This is an auxiliary identifier that only appears in the application and the expense report. This element will not be embossed on the card and can be changed at any time. This is often the case, for example. employee number or vehicle registration number.

A card manager is a user who can pass a team card to another user in the application. At the same time, they can see in Team Finance → Cards → Transactions all the movements on the managed card and which person made the transaction. You can also lock or block the card at any time and set its parameters

The card approver approves or denies requests to load the card. The administrator can modify the card (change its settings, modify the automatic recharge scheme and limits). The cardholder is the only one who can physically handle the card – pay (even online) or view the PIN.

You cannot set a daily limit on the card within the app, it is determined by the amount loaded on the Fidoo card.

Top-up funds are on the card immediately after top-up (if you have sufficient funds in your Fidoo account). The withdrawal is made immediately back to your Fidoo account.

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Registering a company

Play Video

Fidoo registration in Komerční banka

  1. Section Settings – Company – Komerční banka – click on Register.
  2. Select Register Fidoo with KB and you will be taken to the KB website.
  3. Read the Terms of Service and type Continue.
  4. Enter your KB login and select Continue.
  5. Enter your phone number/password and select Continue.
  6. Confirm using the KB key in the mobile app/SMS code, then you will be taken to the account selection option.
  7. Select either Select All Entities or click on the company, check the accounts you wish to link to Fidoo, and select Continue. If you choose to select all entities and after registering KB in Fidoo you create a new account under one of the entities, this new account will be added to the application automatically. When selecting individual accounts, you must re-register after you have created a new account.

  8. Give consent to link accounts.
  9. When you are redirected back to KB, enter your login name and select Continue.
  10. After confirming with the KB key in the mobile app or SMS code, you will receive a message that the registration was successful.
  11. Select View accounts.

Registration renewal

You will receive an email 1 month before the end of your registration informing you of the need to renew, and the renewal option will also be displayed in the app.

  1. Click on
    Renew Key
     in the colored bar that appears at the top of the app and it will take you to the
    Settings – Company – Komerční banka
    .
  2. Select here
    Restore key
     –
    Go to registration
     –
    Register Fidoo to KB
     and re-register with your KB login credentials.

Cancellation of company registration

  1. Section Settings – Company – Komerční banka – tab Registration.
  2. Select Disconnect from KB and confirm with the Disconnect button.

Card settings

  1. Section Settings – Cards – select the card you want to set up.
  2. Click on Settings icon and select Edit Settings.

Recharging the card

  • Manual – the user must send a request to recharge the card.
  • Automatic – the card is automatically recharged to the specified amount when it falls below the specified threshold. Turning the option on/off also sets the limit for a given time period (week or month).
  • Regular – the card will be topped up to a specified amount every week or month.

Allowed card transactions

  • ATM withdrawals – prohibits/allows withdrawals from ATMs in the Czech Republic and abroad.
  • Merchant payments – prohibits/enables merchant payments.
  • Online payments – prohibits/enables online payments.

Restriction of payment card functionality

  • For transport-related payments only – once activated, it limits merchant payments to only those associated with transport (toll gates, petrol stations, parking meters, etc.).
  • Restrict card use to selected days only – once activated, you can tick the days you want the card to be used.

Send notifications to the holder

  • When the card is topped up – the cardholder will receive an email that the card has been topped up.
  • Upon approval of the recharge request – the cardholder will receive an email that the card has been recharged.
  • After each transaction – the cardholder receives an e-mail about the current available balance on the card.

Fidoo Cards FAQ

If you wish to cancel the card you have just ordered, you can do so by blocking the card no later than 21:00 on the day you ordered it. This card will not go into production. Contact the Client Care Centre for a refund of the card production fee.

This is an auxiliary identifier that only appears in the application and the expense report. This element will not be embossed on the card and can be changed at any time. This is often the case, for example. employee number or vehicle registration number.

A card manager is a user who can pass a team card to another user in the application. At the same time, they can see in Team Finance → Cards → Transactions all the movements on the managed card and which person made the transaction. You can also lock or block the card at any time and set its parameters

The card approver approves or denies requests to load the card. The administrator can modify the card (change its settings, modify the automatic recharge scheme and limits). The cardholder is the only one who can physically handle the card – pay (even online) or view the PIN.

You cannot set a daily limit on the card within the app, it is determined by the amount loaded on the Fidoo card.

Top-up funds are on the card immediately after top-up (if you have sufficient funds in your Fidoo account). The withdrawal is made immediately back to your Fidoo account.

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User rights and roles

Key roles and their rights

User

  • creates, edits and submits their expenses (card and cash) for approval

Accountant

  • sets up expenses (pre-costing, VAT breakdown, …) and projects
  • can edit and reject expenses and receipts of all users
  • closes all expenses and personal accounts
  • balances cash
  • sets the integration into the accounting system
  • exports to accounting and payroll systems

Cashier

  • charges and discharges the cash wallet of each user

AML Commissioner

  • verifies (identifies) cardholders on the basis of authorisation from Fidoo

Finance Administrator

  • recharges and uncharges Fidoo account
  • sets up direct debits and Fidoo account
  • receives information about the drop in the Fidoo account
  • can order travel insurance

Main Administrator

  • adds, edits and deletes users
  • orders, recharges and discharges, locks and blocks cards
  • sets the approval
  • sets restrictions on cards
  • sets teams
  • sets up receipts (meal and pocket money)
  • sets up vehicles
  • sets the integration into the accounting system
  • manages the API key
  • orders travel insurance
  • can change the company’s mailing address
  • can add users to the Accountant key role

Statutory representative

  • determines the key roles in the application – he is the only one who can add and remove key roles (except for the accountant, the Main Administrator can also assign it).

Packages of rights

View users and cards

  • view list of users and cards
  • export of users

Managing users and cards

  • creation and management of users and cards
  • view list of users and cards
  • export of users
  • user profile settings
  • user rights management
  • managing card actions lock and block
  • approval settings (people, teams and team cards)

Manage card actions to charge and uncharge

  • display of cards
  • charging and discharging the card

Overview of corporate finances

  • overview of corporate finances
  • overview of invoices and charges
  • generation of Fidoo account statements

Overview of company finances without Fidoo account

  • overview of company expenses, cards and their transactions, cash and wallets

Managing corporate finances

  • setting up one-off/regular direct debits
  • Fidoo account debit
  • setting up notifications on your Fidoo account
  • view and manage card transactions
  • adding a note to a transaction
  • generation of statements and reports on cards / card transactions
  • overview of corporate finances
  • overview of invoices and charges
  • generation of Fidoo account statements
  • generating a report of receipts
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Creating and setting up a user

Create a new user in Fidoo

  1. Settings – People – Add user (top centre).
  2. Fill in all fields and select whether this is a user with/without access to the application.
  3. If you are using dynamic user management, select whether you want the user to be active or deactivated.
  4. Enter Add user.

Bulk import of users

  1. Section
    Settings – People
    .
  2. Click on and select
    Import user
    .
  3. Download and fill in the prepared sample file. Rules for importing users
  4. Click on
    Select File
    , find it on your computer and select
    Import
    .

Login details for users

Each new user will receive an activation email that is valid for 30 days. You can send a new activation email from the app at any time. If the option to forward the activation email does not appear in the app, the user’s account is already active.

  1. Settings – People – click on the person you want to send the email to.
  2. Click on the Send Activation Email link.

Super user - user settings in multiple companies

  1. Settings – People – Add user (top centre).
  2. Specify the email that the user uses to log in to the application and wait for uniqueness verification.
  3. Confirm with the Add user button.

Approval settings

  1. Section
    Settings – People
     – click on the user you want to set up approval for.
  2. Select the Approval tab (right side of screen) –
    Individual settings
    .
  3. Select the approval option, approver from the list of users, and confirm with the Save Settings button.

Setting up a crowd

  1. Section
    Settings – People
     – click on the user you want to set up the shortcut for.
  2. Select a tab
    Advocate
     (right side of the screen) –
    Add Shortcut
    .
  3. Select a shortcut from the list of users, enter the time of the shortcut, and confirm with the
    Set up
    .

Setting up notifications in a queue

  1. Section Settings – Company – Notifications.
  2. In the section Advance by scroll bar to enable/disable sending notifications to the representative, and Save.

Frequently asked questions to users

Like the approver, the team manager has a visible Team Finance agenda (with the addition of cards and cash) and can see Teams in the settings. However, he cannot edit them.

In Team Finances, the manager can then find an overview of everything his team members have in their My Finances agenda. All their cards, expenses, cash and assignments. This gives him a complete overview of what’s going on in his team.

The user’s phone number can be changed by the Main Application Administrator.

  1. InSettings → People, select the user whose number you want to change.
  2. On the right side of the screen, you will see the user detail and the Profile tab.
  3. Click on the green text Edit profile and a window will open where you can change the phone number.

The phone number is used to log in to the app and also for online payments as a security feature, so-called. 3D secure SMS.

The master administrator can change the user’s rights in the web application.

  1. InSettings → People, select theuser whose rights you want to override.
  2. On the right side of the screen, you will see the user detail and a button with three dots.
  3. When you click this button, a sheet appears, and you click Edit Rights.
  4. In this interface, you can see what rights can be set for the user and what actions the user will be able to perform with the appropriate rights settings.
  5. Select the rights package and save the selection.

To change or edit a user’s name, you need to re-identify the user. Settings – People – via select Identify User. In order to modify the identification, it is necessary to have all the user’s identification data.

A user without the app will not be able to use either the web or mobile app. However, he can use the Fidoo card in a limited mode (online payments cannot be processed).

A deactivated user will not be able to use the web or mobile app and cannot order a payment card. If he has the card, it will be locked and cannot be used during the deactivation period. There is no monthly fee for such a user.

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Cards

Ordering a personal card

Play Video
  1. Settings – Cards – Order card (top centre).
  2. Select Personal Card and Order.
  3. Fill in the necessary details, select the delivery address and click on Order Card.

Order a team card

Play Video
  1. Settings – Cards – Order card (top centre).
  2. Select Team Card and Order.
  3. Fill in the necessary details, select the delivery address and click on Order Card.

Card settings

  1. Section Settings – Cards – select the card you want to set up.
  2. Click on Settings icon and select Edit Settings.

Recharging the card

  • Manual – the user must send a request to recharge the card.
  • Automatic – the card is automatically recharged to the specified amount when it falls below the specified threshold. Turning the option on/off also sets the limit for a given time period (week or month).
  • Regular – the card will be topped up to a specified amount every week or month.

Allowed card transactions

  • ATM withdrawals – prohibits/allows withdrawals from ATMs in the Czech Republic and abroad.
  • Merchant payments – prohibits/enables merchant payments.
  • Online payments – prohibits/enables online payments.

Restriction of payment card functionality

  • For transport-related payments only – once activated, it limits merchant payments to only those associated with transport (toll gates, petrol stations, parking meters, etc.).
  • Restrict card use to selected days only – once activated, you can tick the days you want the card to be used.

Setting up approvals on the team card

The approval setting on the team card overrides all other settings. This means that when a user swipes a team card, the approval of expenses follows the settings on the card. When ordering, the card is automatically set to approve at the company level.


  1. Settings – Tabs
     – tab
    Approvals.
  2. Choose
    Individual settings.
  3. Fill in the necessary fields and
    Save
    .

Fidoo Cards FAQ

If you wish to cancel the card you have just ordered, you can do so by blocking the card no later than 21:00 on the day you ordered it. This card will not go into production. Contact the Client Care Centre for a refund of the card production fee.

This is an auxiliary identifier that only appears in the application and the expense report. This element will not be embossed on the card and can be changed at any time. This is often the case, for example. employee number or vehicle registration number.

A card manager is a user who can pass a team card to another user in the application. At the same time, they can see in Team Finance → Cards → Transactions all the movements on the managed card and which person made the transaction. It can also charge/discharge, lock or block the card at any time and set its parameters

The card top-up approver approves or rejects top-up requests. The administrator can modify the card (charge/discharge it, change its settings, modify the automatic recharge scheme and limits). The cardholder is the only one who can physically handle the card – pay (even online) or view the PIN.

You cannot set a daily limit on the card within the app, it is determined by the amount loaded on the Fidoo card.

Top-up funds are on the card immediately after top-up (if you have sufficient funds in your Fidoo account). The withdrawal is made immediately back to your Fidoo account.

The card is usually shipped the next business day after ordering/renewal, delivery time is 5 – 7 business days. The card is sent by ordinary letter, the condition for delivery of the card is a properly marked mailbox of the recipient.

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Managing and changing cards

Card renewal

  1. Tasks section – click the Renewal Card Acceptance Confirmation task and Open.
  2. Check both confirmation boxes and Confirm.

To change the card settings

  1. Settings – Tabs – click on the tab you want to edit.
  2. Click on
    Settings icon
     and select Show settings.
    Card settings
  3. Edit the tab settings and Save.

Change merchant payment and ATM withdrawal settings for multiple cards

  1. Section Settings – Tabs – tick the tabs you want to change.
  2. Click on
    Settings icon
     (bottom centre) and select Allow/Disallow merchant payments or ATM withdrawals and confirm with OK.
Bulk change card settings

Bulk change of payment settings at merchants and ATM withdrawals

  1. Settings – Tabs.
  2. Click on
    Settings icon
     select Allow/disallow merchant payments or ATM withdrawals and confirm with OK.

Lock/unlock one card

  1. Settings – Tabs – click on the tab you want to lock.
  2. Click on Lock/Unlock Card (top right), or tick the Discharge Card at the same time checkbox and confirm with the Lock/Unlock button.
Locking the Fidoo card

Lock/unlock multiple cards

  1. Settings – Tabs – tick the tabs you want to lock.
  2. Click Lock/Unlock Selected (bottom centre), or tick the Discharge Cards at the same time box.
  3. Confirm with the Lock/Unlock Selected button.

Lock multiple cards

Bulk lock/unlock cards

  1. Settings – Tabs.
  2. Click on Lock all cards, if unlocked click on
    Settings icon
     and select Unlock all cards.
  3. Confirm with the Lock/Unlock all cards button.

Handing over the team card by the administrator

  1. Settings – Tabs – click on the tab you want to hand over.
  2. Click Settings icon and select Change holder.
  3. Select the new holder from the list of users and select Continue.

Permanent blocking of the card

  1. Settings – Tabs – click on the tab you want to block.
  2. Click
    Settings icon
     and select Permanently block.
  3. Confirm with the Block Card button.

Charging/discharging the card

  1. Settings – Cards – click on the card you want to load/unload.
  2. Click on
    Settings icon
     and select Charge/Discharge.
  3. Fill in the amount, in case of a discharge you can tick Discharge all and confirm with the Charge/Discharge button.

Charging the Fidoo card

Charging/discharging multiple cards

  1. Settings – Cards – tick the cards you want to charge/uncharge.
  2. Click on
    Settings icon
     (bottom centre) and select Charge/Discharge.
  3. Fill in the amount, in case of discharge you can tick Lock the cards at the same time and confirm with the Charge/Discharge button.

Bulk charge/discharge cards

  1. Settings – Tabs.
  2. Click on
    Settings icon
     and select Charge/Discharge.
  3. Fill in the amount, in case of discharge you can tick Lock the cards at the same time and confirm with the Charge/Discharge button.

Change of card approver

Personal card

The settings of the approvers of the personal card correspond to the settings of the cardholder’s approvers.

Team card

  1. Settings – Tabs – select the tab you want to edit.
  2. Approval tab – select Individual settings.
  3. Select one or two level approval, select the approver from the list of application users and Confirm settings.

Frequently asked questions about card management

In the case of a personal card, a change is only possible if the holder’s name changes. In this case, however, there is no need to order a new card, you only need to update your personal data in the Fidoo app. This can only be done by the AML Attorney who enters the new identification into the Fidoo application according to the newly issued ID. The next card issued (e.g. after expiry) will already be issued in the new surname.

Changing the name on an already issued card is therefore not possible.

If it’s issued as a personal card, it won’t. However, employees at Fidoo can transfer team cards freely as long as they are authenticated by an AML Authorised Person.

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Expense Management

FX and foreign payments

Coming soon

Direct Fidoo

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© Direct Fidoo Payments s.r.o. 2023 Powered by Mastercard. Mastercard is a registered trademark of Mastercard International Incorporated. The Fidoo card is issued under license from Mastercard International Inc. Direct Fidoo Payments s.r.o. is a payment institution registered in the list of payment service providers maintained by the Czech National Bank with the authorization to provide payment services pursuant to Section 3 par. 1 lit. b), (c) and (e) of the Payment Act.