How to review a virtual card request
There are three ways to review and approve a virtual card request:
- 1.Using Airbase
- 2.Using email
- 3.Using the Airbase Mobile app
Once logged in, your Dashboard will show pending items. Go to Pending Your Action > Virtual Card Request.
Example of how to access pending virtual card requests in Airbase.
On the Requests > Virtual Cards page, you’ll see all of the purchase orders pending your review and approval.
Example of how to see all pending virtual card requests in Airbase.
Select a virtual card request to review the details of the request. Instructions for fields in this section are included below.
Example of the details available for a one-time virtual card request in Airbase.
Example of more details available for a one-time virtual card request in Airbase.
- 1.Vendor: Ensure the vendor is correct.
- 2.Amount: Ensure the amount is correct.
- 3.Description: All critical information should be entered in this field. Incomplete information will cause delays in the process.
- 4.Spend Category: Ensure the category is appropriate for the request made.
- 5.Online terms: If there are online terms and conditions to review, ensure this is marked Yes.
- 6.URL: If there are online terms and conditions to review, ensure this field is complete.
- 7.Subsidiary: Ensure that the subsidiary is Mattermost, Inc. No requests can be made through the other entities.
- 8.Categories: Ensure the category chosen is appropriate for the request.
- 9.Tags: Ensure that the Class, Department and Location chosen are appropriate for the request.
Once the review is complete, select Approve or Deny. If a request is denied, you can include an explanation.
If you need to review and approve a virtual card request, you will receive an email notification. Within the email notification, you will have the ability to approve or deny the request. The email will also include basic information such as Amount and Description.
Example of a one-time virtual card request sent by Airbase via email.
Select Approve or Deny. Both options will bring you to the Airbase platform where you can review the rest of the details within the virtual card request.
You can approve or deny a virtual card request using the mobile Airbase app.
Log in to the Airbase mobile application. Go to the bottom of the Pending Approvals page and tap on the Check Mark icon to go to the Pending Approvals page. Under Virtual Cards, you’ll see virtual card requests pending approval.
Example of how to access the virtual card requests pending review and approval in the Airbase mobile app.
Review the request details. See the Approving from Airbase Platform section above for instructions. Select Approve or Deny. If a request is denied, you can include an explanation.