Accounts

This section provides a detailed overview of the Fleet Service API's accounts operational logic.

revolver_account: Refers to revolving credit.

billing:

• Cycle: We provide various billing cycles. The cycle assigned to your account is determined by your monthly billing statement date.

card_info:

• wex_account_number: This field represents your internal account number, and it is different from your card number.

• renewal_period: Specifies the interval at which WEX issues replacement cards.

card_shipping_info:

• shipping_company_name: WEX will use this company name on all mail sent to you.

• shipping_product_id: This allows you to choose between overnight and regular shipping options.

• allow_card_level_shipping: Enables shipping cards to the address on the card.

customization:

• alias:This corresponds to your account's short name, also known as your "doing business as" (DBA) name.

• reports:

• custom_ftp_account: This specifies the account to which your reports will be sent using FTP.

• custom_ftp_server: This specifies the server to which your reports will be sent.

• report_sub_total_type: The type of report you will receive.

vehicle_info:

• vehicle_id_length: The vehicle prompt length.

• driver_id_length: The driver prompt length, typically 4 - 6 digits.

• has_customer_assigned_driver_id: If you are creating cards and using customer-assigned IDs, you can provide your own driver prompt IDs. However, if the system-assigned ID option is enabled (boolean is false), the driver prompt IDs will be system-generated, and you do not need to enter any.

• has_customer_assigned_vehicle_id: If you are creating cards and using customer-assigned IDs, you can provide your own driver prompt IDs. However, if the system-assigned ID option is enabled (boolean is false), the driver prompt IDs will be system-generated, and you do not need to enter any.

• association_root: This is a WEX internal field.

• financially_liable_account_number: If you are the financially liable account holder, you are responsible for paying all charges incurred by any of your child entities.

• funder: The funder is the entity that covers the expenses until you make payment. Typically, this is WEX.

• Id: Your internal Id.

• parent_account_id: The parent Id in the hierarchy.

• short_name: This is a shorter version of your account's name.

• ultimate_parent_account_id: In your account hierarchy, this is the highest-level account. Many configurations, such as EV settings, are typically applied at this level and then inherited by all child accounts.

balance:

• balance: Account balance, not including any pending transactions.

• open_to_buy_balance: Represents the current amount of credit available for making purchases.

balance_config:

• direct_debit: WEX directly debits the customer's bank account for payment.

• distributor: A distributor manages multiple service stations (often with various brands) and may also distribute other petroleum products like heating oil and lubricants.

• funded: WEX Bank provides funding and servicing for this card program and is responsible for managing receivables and assuming credit risk on its fleet accounts.

• account_number: The WEX-assigned external account number, also called the Program Account Number.

• account_status: Pending, Active, Suspended, Terminated

• scheduled_bank_id: Identifies the bank from which the money will be drawn.

card_profile: Creating a card requires your card_profile_id . This profile defines the card's characteristics, such as embossing details (location, lines), logos, and swipe prompts.

usage_type: See the business rules outlined earlier in Appendix A - Cards.