I'm a Client

Reimbursements

• Overview of tabs within the reimbursement module.
• How to request a reimbursement?
• How to approve or reject a reimbursement?
• How to configure the reimbursement module? (Admins only)
• Reimbursements Module in Clara

Digital account

• What is a Digital Account?

API

• Clara API

Benefits

• How does the referrals program work?
• Clara Black Card Benefits
• Clara points

Transactions

• Opportunities for savings in your company
• Expense review: how to have more control over your company's purchases?
• Automatic Invoice Matching
• Transaction Status
• How does invoice reconciliation work?
• See transactions with invoices

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Cards

• Request and approval of cards
• Templates to create cards
• Apple Pay Transactions
• How can I create cards?
• How do I activate my Clara card?
• How long does it take for my card to arrive?

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Clara Payments

• Clara International Payments
• Clara National Payments Daily Commissions
• What is Clara Payments?
• Payment process using Clara Payments
• Types of Payments in Clara Pagos
• Payment Services

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Payments and account statements

• How can I pay my Clara account?
• How do I get my account statement?
• Automation of Early Payments
• What do I do if my payment doesn't post?
• Why set up automatic payments?
• External collection agency

Credit line

• How can I increase my line of credit?
• How does the spending limit per card work?

My account

• Pro and Enterprise Plans
• Invoices and Payments
• Confirmation of transactions via a one-time code
• What is 2-Step authentication?
• Reset the 2- step authentication
• How do I recover my password?

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Users

• Types of users
• How do I create a user?
• How to update user information
• Multiple Legal Entities
• Change the role of the users

Additional help:

• Service hours