Post Spend Review allows you to prompt users to enrich their payments with a receipt, sales tax, note and category and have them reviewed by a Post Spend Reviewer Group. This option is configurable at a Team level.
You can access this from Approvals > Post Spend Review.
When a Team is copied using the Copy Team button, the Reviewer Group Link is also copied to the new team.
Any Reviewer Groups already created will show on the Post Spend Review page.
Click Create Reviewer Group to create a Reviewer Group, which can then be linked to different Teams. Enter the Reviewer Group Name, set the toggle to either Active or Inactive and click Save.
You can manage Post Spend Review from the Team view. The Manage Post Spend Review button will be greyed out and inactive if there are no Post Spend Reviewer Groups configured for the current Card Pool Group.
To enable a Reviewer Group, select the appropriate group from the dropdown and click Enable.
Once Post Spend Review is enabled, you can change the Reviewer Group by selecting the Reviewer Group you want to link from the dropdown and clicking Update. To unlink Post Spend Reviewer Groups from the Team, click Disable.
As a Corporate Administrator, you can add and remove Post Spend Reviewers. Click Edit next to the Reviewer Group where you want to add or remove Reviewers.
Once you have created a Post Spend Reviewer Group, click Add Reviewer to add one or more email addresses to assign to the group. Enter the email address and click Add.
When an email address is added, it will link to a User ID. If there is more than one User ID for that email address, you will be presented with a list of potential users for you to manually connect.
Click Create Sales Tax to configure your sales tax rules on the Post Spend Review page.
This will open the Sales Tax page, where you can add the name, percentage, and tax code. App users can choose from these in a dropdown menu when adding sales tax to a transaction. You can also toggle to set a sales tax as the default option. Click Save to save the settings.
Once created, all sales taxes will show on the Post Spend Review page.
Click Edit next to the sales tax you want to edit to change the details or delete the sales tax.
Where Post Spend Review has been enabled, you will receive a message banner in the app when you have transactions you need to submit additional information for.
Clicking the banner will take you to a list of transactions that need additional information.
Clicking on a transaction opens the review screen, where you can add the required details. You can click to add a receipt, sales tax information, and any notes. You can also edit the transaction type and sub-categories.
When the information has been entered, the user can click Submit for Review. The user will not be able to submit transactions for review without entering information in at least one of the sections. After submitting, users will be able to see the status of the review at the bottom of the transaction screen.
After submitting, users will be able to see the status of the review at the bottom of the transaction screen.
Reviewers will receive a daily notification to inform them of any outstanding reviews. This will be sent as an email to their registered email address. The notifications are sent once a day and include the number of transactions that are pending review.
They will also see any pending reviews and approvals in the approval tab, accessed by the icon at the top of the home screen. Clicking the icon will open the Pending Approvals screen, and you can select the tab to view either Card Requests or Post Spend Review.
Select the Team Member whose transactions you want to review. You will be shown a list of their outstanding transactions. Select a transaction to see more information.
When you have viewed the information provided, you can either Flag the transaction, or mark it as Reviewed.
If you Flag the transaction, you will need to enter a note.
If you mark it as Reviewed, no further action is needed.
We have updated the Approval Band configuration process. There are now four clear approval modes with different approval levels to reflect the approval settings you wish to apply to the Approval Band:
These modes are displayed whenever you are creating or editing an Approval band. Selecting a mode will present you with the relevant configuration options for that mode.
Receive cards only. Choose this mode if you want to configure the Approval Band so that Team Members can only receive cards.
Create and Pay. Choose this mode if you want to configure the Approval Band so that Team Members can create a card up to a maximum limit for immediate use.
Request, Approve and Pay. Choose this mode if you want to configure the Approval Band so that Approvers must approve a card request before payments can be made.
Advanced Approval and Pay. Choose this mode if you want to configure the Approval Band to have multi-level approval workflows.
We have made several changes to the look and feel of the App and the Control portal.
We have implemented changes to the Control UI including:
Optimized header links. There is now a selection of navigational headers across the top of the page, and each of these has a drop-down feature to display additional options within that category.
Post Spend Review
The icon to switch between web portals has been moved to the top right-hand corner.
We have added support for launching the create a card workflow and uploading a receipt directly from the app tile on your iOS device’s Home Screen. These are also available offline.
Holding down the app tile will open the options menu with the available actions. Tapping Create Card will open the app and authenticate the user. After authenticating, the app will launch directly into the create a card workflow.
This is currently only available for iOS devices.
If you do not have the correct user role and permissions to create a card, you will see a pop up message confirming this.
Tapping Capture Receipt will open the app and authenticate you. After authenticating, the app will launch directly into the capture receipt workflow.
The check in and check out dates for Hotel cards have been made larger and are now presented clearly towards the top of the screen.
The French, Spanish, Japanese, Portuguese language packs have been updated in Control, the App, and the Registration portal.
The App will select a language based on your language settings in the mobile device you are using, which cannot be overridden.
Control and the Registration portal will default to your browser language settings. To override the browser language settings in the Registration portal, select your preferred language from the Language dropdown in the top right-hand corner.
To override the browser language settings in Control, select the language from the dropdown below the Next button.