How to approve, reject or reassign a Credit Card

Users with approval access can easily approve, reject or reassign a credit card within the platform.

Approve a credit card

Steps:  

1. Navigate to APPROVE > Credit Cards. 
2. Check the box next to the approver's name. 
3. Click APPROVE. 
4. A message will appear at the bottom of the screen confirming the approval. 
   
   

Reject a credit card 

Steps:  

1. Navigate to APPROVE > Credit Cards. 
2. Check the box next to the approver's name. 
3. Click REJECT. 
4. Enter a comment in the Credit Card Reject Comment box and click REJECT. 
   
5. An Accountability system message and email will be sent to the employee advising that their credit card has been rejected. The employee must make the requested changes and re-submit for approval.

Reassign a credit card 

Steps:  

1. Navigate to APPROVE > Credit Cards. 
2. Check the box next to the approver's name. 
3. Click REASSIGN. 
4. An Accountability system message will be sent to the new approver advising them that they have a credit card to approve.