---
title: How to add or update a virtual card transaction reviewer.
description: How to Add or Update a Virtual Card Transaction Reviewer.
---

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April 29, 2026

# How to add or update a virtual card transaction reviewer.

#### **How to Add or Update a Virtual Card Transaction Reviewer.**

You must have administrator privileges to update user settings.  If you don’t have access, please contact your company’s administrator.

#### **Purpose:**  Assigning a **transaction reviewer** ensures that virtual card purchases are reviewed and approved for compliance, accuracy, and policy adherence. This can be for all amounts or for a purchase over a specific amount; eg purchases over £500. Reviewers may be managers, finance staff, or delegated users.

 1\) Log onto your account, which will take you to the dashboard;

![](https://help.paid.co.uk/hs-fs/hubfs/undefined-Nov-05-2025-03-14-42-4223-PM.png?width=397&height=214&name=undefined-Nov-05-2025-03-14-42-4223-PM.png)

#### 2) From the dashboard please go into ‘Settings’ from the menu on the left hand side, from this dropdown go to 'Departments' and then click into ‘General'.

![](https://help.paid.co.uk/hs-fs/hubfs/undefined-Nov-05-2025-03-14-43-5897-PM.png?width=426&height=126&name=undefined-Nov-05-2025-03-14-43-5897-PM.png)

![](https://help.paid.co.uk/hs-fs/hubfs/undefined-Nov-05-2025-03-14-42-7971-PM.png?width=439&height=114&name=undefined-Nov-05-2025-03-14-42-7971-PM.png)

Stay in ‘General’ ‘Details’ as this is the area that is used as the default settings. Scroll down to add ‘Virtual Card Transaction Reviewer’;![](https://help.paid.co.uk/hs-fs/hubfs/undefined-Nov-05-2025-03-14-41-6950-PM.png?width=450&height=113&name=undefined-Nov-05-2025-03-14-41-6950-PM.png)

3\) Select ‘Virtual Card Transaction Reviewer’, a pop out will appear on the right hand side of the screen. You can add a Transaction Reviewer by selecting an Approval Group from the dropdown.

![](https://help.paid.co.uk/hs-fs/hubfs/undefined-Nov-05-2025-03-14-41-9623-PM.png?width=297&height=356&name=undefined-Nov-05-2025-03-14-41-9623-PM.png)

 4\) Once you have added the reviewer, for an amount/threshold eg purchases over £500.  You will need to populate the other settings. -Nb 'Self Approval' is a segregation of duties, it allows reviewers to approve their own transactions. Once you have done this you need to click ‘Create Reviewer’;

![](https://help.paid.co.uk/hs-fs/hubfs/undefined-Nov-05-2025-03-14-43-1153-PM.png?width=304&height=342&name=undefined-Nov-05-2025-03-14-43-1153-PM.png)

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