Vanessa

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Activity overview

Latest activity by Vanessa
  • Vanessa created an article,

    NetSuite Account Setup Instructions

    To integrate your Netsuite account with your Choice Bank Axis Card account, you need to complete the steps below from your NetSuite account and Choice Bank Axis Card account: In your NetSuite accou...

  • Vanessa created an article,

    How To Add a Bank Account For Reimbursement [user]

    Users may add their bank account for reimbursement by following the steps below: 1. Log in to https://app.businesscards.bankwithchoice.com. 2. On the side menu, click on your company name, then cho...

  • Vanessa created an article,

    How To Set Rate Mileage Settings [admin]

    Admin users can configure the Rate Mileage settings on their web app by following these steps. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the side menu, click on your company n...

  • Vanessa created an article,

    Managing Choice Bank Axis Card user roles

    Admin users assign a certain role when adding an employee as a user. Each role has different restrictions to fit a company's approval workflow hierarchy. AdminAdmins have full control over the syst...

  • Vanessa created an article,

    How to deactivate a user

    Admin users can deactivate users who no longer require an Choice Bank Axis Card account. 1. Log on to https://app.businesscards.bankwithchoice.com.2. Navigate to the Users page on the side menu. 3....

  • Vanessa created an article,

    How to make changes to a user's monthly spend limit

    Admin users can modify a user's monthly spending limit at any time. Here's how: 1. Log on to https://app.businesscards.bankwithchoice.com.2. Navigate to the Users page on the side menu. 3. Click on...

  • Vanessa created an article,

    How to edit a user's role

    As an administrator, you have the privilege to modify the roles assigned to individual users. The following steps explain how to edit a user's role: 1. Log on to https://app.businesscards.bankwithc...

  • Vanessa created an article,

    How to assign dynamic limits to new and existing users

    What is a “Dynamic Limit”?A dynamic limit is a feature that allows users to access a department’s full credit limit. Rather than assigning a hard limit for each user, the user will have full access...

  • Vanessa created an article,

    How can I request a higher credit limit for my company?

    Admin users are encouraged to contact our support team to request a company-wide credit limit increase.Once we receive the request and the updated statements from the bank, the underwriting team wi...

  • Vanessa created an article,

    How do I close my Choice Bank Axis Card account?

    To close your Choice Bank Axis Card account, you will need to contact our support team.If you have an outstanding balance, you must pay the balance in full before your account can be closed.It's im...