Follow the steps below to setup the transaction approval mechanism.

1. Log into the platfrom as a user with an Admin profile and set up the Expense approval flow.

2. Flag the cards you want the transaction approval mechanism to affect. 

2.1 You can flag cards on a company level (i.e., ALL the General Purpose cards) by navigating to Company Settings >> Cards and Budgets >> Manage settings, checking the 'Require transaction approval' checkbox and clicking the 'Save' button to store your preferences. 

Note: We recommend using the transaction approval mechanism with Travel and General Purpose (GP) cards. If the checkbox is checked, Travel and GP cards will be issued automatically as cards requiring transaction approval.

2.2 You can flag existing cards cards one-by-one or in bulk. 

2.2.1 Navigate to Card and Budgets >> Virtual Cards, click the 3 dots next to a card and then click the Edit option. In the 'Edit Budget Request' form type a 'Reasons for editing the card's settings', toggle 'ON' the 'Require transaction approval' option and click 'Submit'.  

Note: You can use the filters (e.g., Employee) to locate a specific card. 

2.2.2 You can bulk edit several cards. Check several cards, click the 3 dots, click the 'Bulk edit card settings', click the 'Requires approval' radio button, click the 'Next' button and then the 'Update' button.  

2.3 You can flag new cards by checking the 'Require transaction approval' checkbox under the 'Settings' section when issuing or approving card requests. 

3. Check that your settings affect the selected cards. The card's properties will display if 'Transaction approval' is 'Required'.

Notes:

• This feature is under testing and we will update its GA availability. 
• In case you need to stop the 'transaction approval' process It is possible to change the settings at any point in time. Should you disable the transaction approval of a card, transactions 'in the cycle' will go through the approval process however, new transactions will not. 
• Important: The transaction approvals and the syncing to the ERP happen in parallel and are not dependent on each other.