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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.

Step by Step Guide:

    Approve a credit card

    1. Navigate to APPROVE > Credit Cards.

    2. Check the box next to the approver's name.

    Click Approve.

    3. A message will appear at the bottom of the screen confirming the approval.

    Reject a credit card

    4. Navigate to APPROVE > Credit Cards.

    5. Check the box next to the approver's name.

    Click Reject.

    6. Enter a comment in the Credit Card Reject Comment box and click Reject.

    A Counta 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

    7. Navigate to APPROVE > Credit Cards.

    8. Check the box next to the approver's name.

    Click Reassign.

    9. Search approver's name. Select Approver.

    10. A message Reassign Successfully at the bottom will appear to confirm.

    A Counta system message will be sent to the new approver advising them that they have a credit card to approve.