The Navigation Panel, on the left side, is where you’ll access your account and virtual card activities.
The panel will have options based on your role. These options may change as your role changes, or as you or your team have transactions:
Dashboard: Spending data and management center for company/team activities
Wallet: Where information on virtual cards is stored, and can be accessed
Approvals: Where virtual card requests can be approved (Team Owner, Manager)
Manage Settlements: Card-usage details of yourself, team or company, depending on role
Create Request: Initiates a new virtual card request
Company or Team settings: Company Administrator or Team Owner have settings options
Support: Click to access our Knowledge Base for articles and FAQs as well as a channel for contacting Support
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