How to send a credit card approval reminder for managers

This guide provides steps for managers to send credit card approval reminders.

1. Navigate to Manage > Credit Cards.

2. Click Send approval reminders.

3. On the Manager Approval Reminders landing page, Set the From and To date.

4. Select Credit Card Manager Approval Reminders by checking the box and click Send.

5. A list will be sent as an email to all Managers who have transactions that is in need of approvals.

Tip: Users can also assign further filters such as selected Departments, Offices or Approvers.

Accountability 2026