How to approve a virtual card request?

Admin users have the authority to approve virtual card requests from account users.

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1. Click the Cards tab on the left side of the screen. Another option is to click the Tasks button beside Approval Card Requests under the Tasks column on the right side of your dashboard to be redirected to the Cards Listing page.

2. All virtual card requests will appear on the Cards Listing page. Pending requests will show a yellow Pending icon on the top right of the card tile. Admin users can Review or Reject a virtual card request. Click Reject to deny the virtual card request, or click Review to review the request.

 

3. After clicking the Review option, admin users can set optional Restrictions to the virtual card request. Click Save to save any restrictions added to the card.

 

4. Click Approve & Issue Fund to approve the virtual card request or click Reject to reject the virtual card request.

 

5. Click Yes to proceed with the approval. A pop-up window will appear to confirm that the card has been approved.