Dashboard Management
Company Settings Management
- Setting up Default Restrictions
- Configuring Enforcement Settings
- Creating custom fields
- How do I update the company's billing and mailing addresses?
- How to adjust the Quickbooks integration settings
- How to manage Two-Factor Authentication (2FA)
Personal Settings Management
Department Management
User Management
- How to edit user information (Date of Birth, Phone Number, Reporting Manager)
- How to check a user's role and account access [admin]
- How to send a physical card to a user
- How to send a virtual card to a user
- How to Export the list of all users in the account [admin]
- How to assign dynamic limits to new and existing users
Card Management
- How to Export the list of all cards in the account
- How to request a new virtual card [admin]
- How to view card status and card limit [admin]
- What is the difference between a company's Credit Limit, Department Limit, User Limit, and Card Limit? [admin]
- How to view the card number [admin]
- How to locate a card's billing address and zip code [admin]
Transactions Management
- How to update the transaction approval settings
- How can I check the status of a transaction?
- Adjusting the transaction Category or Adding Users in Attendance
- How to dispute a transaction [admin]
- How to update the ACH payment information
- What are my payment options?