How to review and approve a Virtual Card.

This guide assumes you have the correct administrator privileges, if you do not please contact your companies ‘Super Admin’. 

1.  When a card has been created that requires your approval, you will receive an email to notify you of the task, it will also show within your task list in the dashboard. 

2.  You can use the link in your email to take you to the work requiring approval. Once in the virtual card you will need to select the ‘Review Virtual Card Approval’.

3.  This will bring a pop out on your right hand side.  To approve the card, simply select the ‘Approve’ button at the bottom of the screen.  If you would like to ‘reject’ the card, you can do this by offering a comment so the creator knows why.

4.  Once you have approved the virtual card you will see that the card is momentarily being generated.

 
5.  From here, the card will be ready to use.