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How to set up a Corporate Credit Card Proxy

This guide explains how to set up a Corporate Credit Card Proxy for efficient claim management and accountability.

Step by Step Guide:

    1. Navigate to MASTER FILES > Employees.

    2. Click on the employee code.

    3. Click on Settings on the upper right hand.

    4. Click on Approval & Posting Rights.

    5. Check the box next to Corporate Credit Card Proxy and select the Employee level.

    6. Click the Employees link at the top of the page.

    7. Select the employees that this employee proxy will create corporate credit card claims for and click on the Save button.

    Tip: - Creating a credit card claim by proxy is the same as creating a credit card claim for yourself via the My Corporate Credit Cards page.

    • Corporate Credit Card proxies will be notified via email if the claim submitted is rejected.
    • The proxy must be assigned to a User Access Group which has access to Corporate Credit Card Proxy.