[FAQ] Credit card single approval workflow

Frequently asked questions regarding credit card single approval workflow.

What happens when a credit card is submitted? 

• The credit card manager approval status changes from Unsubmitted to Submitted.
• Managers with defined approval rights (and send message/send email options are checked) for the credit card (based on the company, office, or employee approval rights assigned to the manager) are messaged/emailed that the credit card has been submitted for their approval. 

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

•  MANAGE > Credit Cards. 

What happens when a credit card is approved?

• The Status changes to Approved (once a single manager has approved it).
• The employee is notified by message/email that the credit card has been approved (only if the send message/send email options are checked).
• A supplier invoice is created for the credit card. 

What happens when a credit card is rejected? 

• 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 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 – the credit card has been approved by a single manager – the supplier invoice for the credit card is now ready for posting by finance.
• Rejected – the credit card has been rejected by a single manager – 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?

• Not applicable, as the approval status of individual lines on the credit card is irrelevant under the single approval workflow – only the overall/total credit card is approved.
• If the agency uses the manager approval function for supplier invoices created from credit cards – this can be seen under APPROVE > Supplier Invoices.