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.
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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.
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If you Flag the transaction, you will need to enter a note.
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If you mark it as Reviewed, no further action is needed.
The enriched data and details of any flagged transactions will be included in a new Visa Commercial Pay Reporting report.
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