Teams can be configured to allow Team Members to request cards that exceed a card-specific requested amount or choose to send all card requests for approval. When approval is required, all Approvers within the relative Approval Band will receive a notification.
Approvers can be Team Admins, Team Members or users not associated with any Team.
Approvers have an additional icon displayed at the top of the Home screen that they can use to access their Card Requests queue. A red badge will display with a count denoting the number of outstanding card requests pending approval.
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Card Request Indicator |
Card Request Queue |
As an Approver, you can tap into the Card Request queue to view the card request details, such as:
Team Name—the Team the request relates to. Team Admins and Team Members can belong to more than one Team.
Requestor—the name and email address of the Team Member that requested the card.
Requested Amount.—the monetary credit amount that has been requested for the card.
Active dates—the specific dates during which the card will be active.
Supplier—who the Team Member would like to pay.
Notes—any notes provided by the Team Member to add greater context.
Custom Data Fields.—any Custom Data Fields configured by your Corporate Administrator
To approve or reject a Card Request, tap Approve or Reject. Alternatively, you can slide the card right or left to approve or reject respectively. You can also choose to defer the approval and tap Skip, which will keep the card request in the queue.
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Swipe-right to approve |
Swipe-left to Reject |
Rejection reason prompt |
When you are rejecting a card request, you will be prompted to provide a reason. The Team Member will be able to view the reason you enter.
The Conferma Pay App will send a notification to the Team Member, confirming approval or rejection.