Approve a Card Request
Only account owners and approvers can approve or reject card requests. Other roles, such as controllers and admins, can approve requests only if they have the "approver" permission.
Approval requirements depend on the user's approval policy, meaning not all card requests need approval.
For example:
You have an approval policy allowing you to spend up to 2000 euros per month and 1000 euros per transaction. You submit two card requests: one for 1000 euros and one for 2000 euros. The first request won't need approval, but the second will.
Approve or Reject Cards
When a card is requested, the account owner or team approver will receive an immediate email notification. They can then go to the Requests tab to review and either approve or deny the request assigned to them.
Once a request has been approved or denied, the decision is final. If a request is denied, the requester will need to submit a new request. However, if a card request was approved by mistake, it can be deleted as long as the card has not yet been used.
Account owners have the authority to approve or reject all requests, while team approvers can only approve requests assigned to them.
Sick, Maternity, Holiday Leave, or Changes in the Approval Flow
If an approver delegates their approval rights to another user (from the My Profile page), the delegated user will be able to approve requests that would usually be assigned to the original approver.
If a request has been submitted before the approval flow was changed, the original approver will still be responsible for reviewing it. The new approver will not be assigned to those requests.
Archive a Card Request
If you no longer plan to use a card, you can archive its request. To do this, select the checkbox next to the request in the Requests tab and click "Archive" from the options at the top of the page.
Once archived, card requests cannot be retrieved, as they are permanently deleted from the interface.
FAQ
Q: Who can approve a card request?
A: Only account owners and approvers can approve card requests. Other roles, such as controllers and admins, can approve requests only if they have been granted the "approver" permission.
Q: Can I change my approval policy?
A: Yes, approval policies can be adjusted to set limits on monthly or per-transaction spending.
Q: What happens if I reject a card request?
A: Once a card request is rejected, the requester must submit a new request. There is no way to reverse the decision once made.
Q: How do I archive a card request?
A: To archive a card request, tick the box next to it in the Requests tab and click "Archive." Archived requests cannot be retrieved.