We have made the following product enhancements to the Visa Commercial Pay App in version 4.3:
Enhanced Approval Workflow
We have made enhancements to the in-app Approval Workflow to make approving card requests quicker and easier.
As an Approver, when you tap into the Pending Approval queue, you will now be able to view a list of card requests that are pending approval.
Tap a card request to view the details, or alternatively, drag a card request to the left of the screen to expose the quick Reject and Approve buttons.
In support of quick Reject and Approval, the following details are displayed to help you make an informed decision.
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Requestor—the Team Member name and email that has requested the card.
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Team Name—the Team the request relates to and the requested amount.
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Supplier—who the Team Member would like to pay.
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Request Reason—the request reason provided by the Team Member to add greater context. This field was previously named 'Notes'
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Custom Data Fields – a list of any Custom Data Fields associated to the card.
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List of Approvers – a list of approvers who have already approved the request, or approvers who also have the right to approve the request (within its current Approval Band).
If you need additional detail for a particular request, tap into an individual card request to review additional information.
Cancel Cards
Cards that are in a Pending Approval or Active (Deployed) status can now be cancelled in the app by the Team Member.
To cancel a card, tap Manage in the top-right of the screen and then Cancel Card . You will be asked to confirm the cancellation request. Team Admins can also cancel a Team Member's card in the app in the same way.
Caution
Cancelled cards cannot be reinstated.
Pending Approvers Display
To make the current approval status clearer, all available Approvers for your Approval Band will be listed on the card screen. Where a card request is pending within a particular Approval Band, all potential Approvers within the current Approval Band will be displayed.
Each available Approver has their initials displayed in a circle with a colour coded status:
Green = Approved - the Approver has approved the card request.
Yellow = Pending - the Approver has not yet approved or rejected the card request.
Red = Rejected - the Approver has rejected the card request.
When a Team Member taps an Approver circle, additional text will display below to provide further context, such as the Approvers full name and date of action.
If the Approver rejected the request, you will be able to see the rejection reason they entered.
If a card request escalates to a new Approval Band, the Approvers that approved the card request from the earlier Approval Bands are displayed in Green, alongside all potential Approvers from the new Approval Band.
The approval timeline will be displayed for Team Members and Team Admins in the card screen and for Approvers when reviewing Pending Approvals.
Delete Transactions from Transaction Screen
You can now view a receipt via the Transaction screen. Tap Delete in the top-right of the screen to delete the receipt.
Authenticator
To support the roll-out of Multi Factor Authentication (MFA), we have added Authenticator functionality to the app.
This functionality is only visible if you have MFA enabled.
If MFA is enabled, and you also have access to a Visa Commercial Pay web portal where MFA has been enabled, you will be able to access your Time-based One Time Passcode (TOTP) in the Visa Commercial Pay App.
The new Authenticator functionality is accessed in the app side-menu. If you do not have MFA enabled, this option will not appear in the side menu.
Clicking Authenticator in the side menu will display your TOTP. The TOTP refreshes every 30 seconds, and the time to the next refresh is displayed in a countdown on the screen.
App Support Screen
The App Support Screen displays a list of important information that may be requested by Support.
Click Copy on the app support screen to copy the information, which can then be pasted into an email to support.
Depending on your device's operating system, the app support screen may display warnings to help you troubleshoot common and easy to resolve issues yourself - such as enabling camera access to upload receipts.
Last Four Digits Display
Request Reason
We have renamed the Notes function to Request Reason to provide greater clarity and context.
Pay with Apple Pay button
If you have added a card to Apple Pay, the card screen will now display the Pay with Apple Pay button. Tap this to launch your Apple Wallet and make a payment. You will be prompted for your biometric before you pay.
Filter Team Members
As a Team Admin, you can now filter the list of Team Members to show only users with an active status. To do this, click the filter icon in the menu bar on the Team Member listing screen.
Updates to Visa Commercial Pay Control
Approver Search
As a Corporate Administrator, you can use the new Approver Search function to locate Approvers across multiple Approval bands using all or part of their email address.
The search results will list the email address and name of the Approval Band where the email address partially matches. Click a result to view the specific Approval Band.
Unique Team Names
We have made changes to some workflows to prevent the duplication of Team Names and users.
Duplicate users found
When a Team Member is created, an automatic link is attempted between existing user records within the Visa Commercial Pay platform and the email address provided for a specific Team Member.
If more than one user is found in the system with the same email address, an automatic link cannot be created. In this case, you will be prompted to manually select which user record to link to the Team Member.
Edit Teams - duplicate Team Name
If you attempt to edit an existing Team Name and the new Team Name matches one that already exists, you will be shown an error message and the duplicate Team Name will not be saved.
Copy Teams
When you are viewing an existing Team, click Copy and a new Team will be created with the following configuration matching the existing team:
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Service Configuration
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Associated Approval Bands
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Custom Data Field Template
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Team Members
You can associate the new Team with the existing or alternative Card Pool.
Note
You will need to give the new Team a unique Team Name.