WEX CREDIT CARD ONLINE ACCESS SET UP
Each Wing will receive one log on - _ _WGCAP, i.e.
ALWGCAP.
The log on ID and password will be emailed to the
Wing’s designated POC.
Additional logons can be requested from Jeanne Stone
Hunter [email protected].
VERIFY CARDS
Your cards were set up by pulling
a list of all Wing vehicles from
ORMS . Any “Pending
Retirement” were not issued
cards.
Verify that all issued cards are
for active vehicles and each
vehicle has a card.
To Access: To view existing
cards, select “Account
Maintenance”, “Card “, “Change”
“Search”.
Select “Add” to add cards and
“Terminate” to delete cards.
ADD DRIVER - NAMES (MANDATORY)
Hints
Some ideas for creating a
generic Driver Last Name
include:
COV 01001
Veh01001
WingHQ
SquadronCC
This step is REQUIRED prior to card use.
Driver “Last Name” is required and “First Name” is
optional. You can use the name of the Unit
Transportation Officer, Commander, etc. or you may
use a generic name to avoid time consuming updates
when Unit personnel change.
ADD DRIVER - DRIVER ID (MANDATORY)
Hints
Determining a set numbering
system can make it easy for
members to remember the
Driver ID.
Some examples of Driver IDs
include:
This step is REQUIRED prior to card use.
At least one Driver ID (aka PIN) is required per card
and may be issued to an individual or shared.
IDs are four numbers and cannot be duplicated.
 4915 or 9015 for COV 49015.
0187 for Alabama Bessemer
Squadron whose unit is AL-087
and AL is Wing “01”.
A number the member
chooses.
The last four of the VIN
(beware of duplicates).
DRIVER ID SET UP (MANDATORY) cont.
All Wings have one Driver, “Company ID”,
reassigned. The ID is the last four of the Wing’s main
phone number.
Do not delete this ID. It can be used on any card if
there is a problem with the assigned Driver ID.
DEPARTMENT SET UP (OPTIONAL)
Hints
Some ideas for departments
include  City Name, i.e.
“Montgome“ (Montgomery
exceeds the 8 digit limit)
Squadron Name, i.e.
“Maxwell” (Maxwell AFB
Composite Squadron)
AL-032 (squadron
number)
WingHQ
This step is strictly optional. The field is limited to
8 characters.
Using “department” as a location identifier makes
it easy to track where each COV is assigned.
To Access: Log in, select
“Account Maintenance”,
“Department “, “Add”.
ADDITIONAL VEHICLE INFORMATION (OPTIONAL)
The only required fields for the “Cards” have already been set up by NHQ.
Customer Vehicle ID with the COV’s assigned unit number
 Profile Assignment – “Custom Control” or “WEX MX” establish card usage
limitations to the $500 per visit and $1,000 per month set under the NHQ Policy
and OI
You decide which, if any, additional fields you want to use. In this example, Capt Cain,
the Alabama Wing Transportation Officer has added vehicle descriptions and VINS.
To Access: Log in, select “Account Maintenance”, “Card “, “Change”, “Search”. Type
directly into the field you want to change. “Submit” your changes before leaving the
page.
FINDING EXISTING INFORMATION
When navigating through WEX Online there is no “list” feature.
To view existing Drivers, Departments or Cards select “Change” under the desired
heading in “Account Maintenance”, leave the “Filter” fields empty (unless you want to
use it) and click “Search”.
**The dialog in red to the right of the Filters explains this too.**
INVOICES
All Wings under the Civil Air Patrol master account have a billing cycle from the 16th to
15th.
Email notifications generate on the 16th and invoices are available for viewing and
download.
Access this step – Log on, “Invoices and Payment”, “View Invoice”. The current invoice
will appear as well as a drop down to allow viewing of past invoices.
**Note the “View Detail” hyperlink which will take you to the billing breakdown and
Excel download. “Non-Fuel Purchases” is a hyperlink for your maintenance charges.
BILLING DETAIL
“Download Results” (left above the
first line of billing detail) creates an
Excel spreadsheet. Thirty-one
fields of data provide details like
date of service, card used, driver
ID, vendor name, address, etc. This
makes usage tracking very easy.
Billing detail information is
available for each billing cycle.
Download your monthly billing detail when you
retrieve your invoice. Verify that each charge is
valid and that you have a receipt.
Access this step – From the Invoice screen
(previous slide) select “View Detail” on the
bottom right. From “Home”, “Invoices and
Payment”, “View Detail” and select the correct
billing period.
The current billing cycle data is also
available (before the Invoice is
generated). Charges generally are
reflected the day after they are
incurred.
A FEWDON’Ts
• Do not change spending “Profiles”. They have
been set by NHQ and must remain.
• Do not request an address change through WEX
Online. Email Ms. Hunter at [email protected]
with updates.
• Do not change any of the bank account or
payment information.
• You may change your email address and security
questions in the “Settings”, “Preferences” but do
not change any other info there.
CONTACT INFO
• Maintenance questions – Gary Schneider
[email protected], 334-953-7748 ext
271.
• All credit card related questions – Jeanne
Stone Hunter [email protected] 334-9537748 ext 430.