KNOWLEDGE BASE

How do I request approval for card control changes using Spend Management?

If you are an employee in a Pro Plus plan for Spend Management, you have the power to use the convenient web or mobile app version of Spend Management to submit a specific card control request for approval.  

Request approval for card control in Spend Management using Online Banking

  1. Navigate to the Cards section and select the card you want to change controls for. 
  2. Select Request card changes from the left side menu options. 
  3. Update the controls you want changed and select Next.  
  4. Provide the Reason for request description in the text box and click Request card changes

Request approval for card control in Spend Management using the Mobile App

  1. Select My cards tab.  
  2. Select Manage for the card that needs card controls changed. 
  3. Select Request card changes
  4. Enter the changes you would like to make on your card and select Next
  5. Provide a reason for the request then Submit

The request will be sent to the account owner, admin(s) and department lead. If they have full card permissions they can review, approve, deny, or edit the request. You will be notified of their decision by email. If your alerts are configured for ‘a card change request was processed,’ you will be notified via email, SMS, or in-app, depending on your alert settings. 

To view or cancel a card control request, select View requested changes in the card’s side menu. You will see the status of your request. If a request has not been approved or rejected, you can cancel by selecting Cancel change request.