[FAQ] Credit card scenarios approval workflow

What happens when a credit card is submitted? 

• The credit card manager approval status changes from Unsubmitted to Submitted.

• Based on the Approval Scenario setting:

  • Required ‘Step 1’ approval requests are generated.
  • Managers are messaged/emailed that the credit card has been submitted for their approval.

Where are credit cards reviewed and approved or rejected by managers?

 

• APPROVE > Credit Cards

Note that credit cards can still be reviewed under MANAGE > Credit Cards – but the APPROVE & UNAPPROVE functions/buttons are disabled on that page under the sequential approval workflow.

What happens when a credit card is approved?

• Once step 1 approvals are done, any step 2 approval requests are generated (and so on until all required steps are approved).
•  The status changes to ‘Approved’ (once all required Manager Approvals are completed.
• A supplier invoice is created for the credit card. 

Note that the employee is NOT notified by message/email that the credit card has been approved.

What happens when a credit card is rejected? 

• Once any requested approval is rejected by a manager for any line on the credit card – the overall manager approval status changes to REJECTED.

• The employee is notified by message or email that the credit card has been rejected (only if the send message/send email options are checked). 

What happens when a supplier invoice for a credit card is deleted?

• The manager approval status changes to REJECTED. 
• The employee is notified by message or email that the credit card has been rejected (only if the send message/send email options are checked). 

What do the various manager approval statuses mean?

• Unsubmitted – the employee has not yet submitted the credit card for approval.
• Submitted – the employee has submitted the credit card. It is awaiting the manager's approval.
• Not Applicable – no defined approval requirements existed for the credit card at the point it was submitted.
•  Approved –  all of the defined/required lines on the credit card have been approved by the defined manager(s) – the supplier invoice for the credit card is now ready for posting by finance.
• Rejected –  one or more of the defined/required lines on the credit card have been rejected by a defined manager(s) – the credit card now needs to be corrected and re-submitted by the employee.

Where can I see the manager approval status of a credit card?

• MANAGE > Credit Cards. 
• My Corporate Credit Cards.

Where can I see the manager approval status of individual credit card lines?

• APPROVE > Credit Cards.