Requests for virtual cards require manager approval. Approvers are designated such by their role as a Team Owner or Manager, however approvers are assigned based on their team.

A default approver is assigned at time of user invitation, and can only be changed by Team Owner or Company Administrator. We will view those activities in another section.

A designated Team Owner or Manager approver will receive an e-mail when a virtual card requires their approval.

You can click “view conversation” from the e-mail, to access the Go login and the request, or login to the platform and locate the approvals tray at left side:

1. Approvals tray shows the number of pending requests, click to access

2. Tabs show pending requests, or those you have actioned (except reassigned)

3. Ways to locate requests

a. search for a request

b. sort options by time, value or requester listing

4. Basic information of the request (highlighting status and other information in yellow) with options

a. Create card if you need no further checking and approve the request

b. Forward to a different available approver

c. View the original request and add to the conversation if needed

d. Decline this request (would require a new request, cannot be re-activated)

Company Administrators or Team Owners can take action for any card request, by accessing from the Company or Team Dashboard  Activity quadrant > Pending status, as shown below: