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:
- Navigate to APPROVE > Credit Cards.
- Check the box next to the approver's name.
- Click APPROVE.
- A message will appear at the bottom of the screen confirming the approval.
Reject a credit card
Steps:
- Navigate to APPROVE > Credit Cards.
- Check the box next to the approver's name.
- Click REJECT.
- Enter a comment in the Credit Card Reject Comment box and click REJECT.
- 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:
- Navigate to APPROVE > Credit Cards.
- Check the box next to the approver's name.
- Click REASSIGN.
- An Accountability system message will be sent to the new approver advising them that they have a credit card to approve.