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How to review and approve Transaction Evidence.

This guide explains how to review and approve transaction evidence, it also explains how to reject a card, where appropriate.

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

1.  When evidence for a card purchase has been provided and 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 Transaction’.

3.  This will bring a pop out on your right hand side.  To approve the evidence, before you are able to select the ‘Approve’ button at the bottom of the screen.  You must open the evidence and review the information.  Once you have done this, it will then allow you to select the ‘Approve’ button. If you would like to ‘reject’ the card, you can do this by offering a comment so the creator knows why.