eStatement Errors

For non-MyCardInfo clients, this feature allows for missing cardholder email addresses to be added in Springboard so that cardholders can receive notification that their eStatement is available for viewing.

If an email is not found for a cardholder, a notification email is automatically sent to the financial institution with instructions to check Springboard to update the missing email addresses. After the update has been made, there could be a 1-2 hour delay before the cardholder receives notification of their eStatement being available for viewing.

Emails will be sent from info@velera.com.

Email notification example: 

Dear Financial Institution Name, 

Our process for delivering eStatements online is available to your cardholders. We were not able to successfully deliver some eStatement alerts due to missing cardholder email addresses. Please update email addresses in Springboard so that we can successfully deliver eStatements. We will be unable to deliver eStatement alerts until the correct email address has been updated in the syste. 

Please contact your Solution Analyst with any questions. 

 

The Financial Institution landing page displays all accounts that have missing email addresses.

 

Update a Missing Email Address

1. To update email addresses in Springboard, go to Manage > Financial Institution. From the Financial Institution dropdown list, select eStatement Errors.

 

 

2. To add an email address for a cardholder, select Add Email Address.
3. Type the email address in the Email Address field and select Update.

 

 

Once the email address has been added, the cardholder name disappears from the eStatement Errors screen as they now have an email address added for eStatement notification. 

A memo is automatically added to the account letting the user know that the email address has been updated. The email address is updated in the Cardholder Detail section of the Account Info page and the Update Cardholder option of the Maintenance tab.