Cards may require approval before they can be used. If approval is required, you can see the status of the approval on the Card details screen.
The approver will see the number of approvals requested from their home screen by scrolling to the management section. The Approvals tile will display a number. As an approver:
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Tap Approvals and then tap a card request.
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You will be directed to the card details, tap Reject or Approve.
The available statuses are:
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Pending approval—you will not be able to view card payment details.
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Approved—payment card details are available.
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Rejected—you will not be able to view card payment details. If the Approver has provided a rejection reason, it will be displayed here.
When a card is pending approval, the potential Approvers in that approval band will be listed on the Card details screen.
Each Approver has their initials displayed in a circle with a color coded status:
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Green—approved
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Yellow—pending approval
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Red—rejected
Tap an Approver circle, to see further context:
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Approver full name
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Date of action
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Rejection reason (if rejected)
The Team Member will receive an email to notify them when a card is approved or rejected.
Where a card request is pending within a particular Approval Band, all potential Approvers within the current Approval Band will be displayed. If a card request escalates to a new Approval Band, then only Approvers that approved the card request from earlier Approval Bands will be displayed in green.
The approval timeline will be displayed for your card, a Team Admin when viewing a card, and an Approver when reviewing pending approvals.