How to review and submit a transaction in the Visionary Card web app

Users have the ability to review and submit transactions at any time. Here are the steps to follow:

1.  On your Dashboard, click any Tasks button to review transactions.

2. You will be directed to the transactions page that shows submitted items for review. You can select to submit all transactions at once by selecting the checkboxes, add a memo to the transaction, or submit receipts. You can also click a specific transaction to enter more details and Submit a transaction individually.

3. You will receive a pop-up notification confirming that each transaction you submit was submitted successfully.

4.  If you choose to bulk submit all of your transactions at once, you will receive a pop-up notification asking you to confirm. Click Yes to confirm, then you will receive a pop-up notification confirming the transactions were submitted successfully.