Vanessa
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Recent activity by Vanessa-
Payments Overview
Admins can quickly view payments directly from the dashboard, which shows the Payment in Process, Next Payment, and Previous Payment. You can also go to the payments page by clicking the Make Payme...
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Tasks Overview [admin]
Admins can quickly view tasks that require attention in the Task Manager area of the dashboard. Clicking a Task Manager directs you to the pending tasks page, where you can Submit Transactions for ...
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How do I update the company's billing and mailing addresses?
Admin users can update their company's billing and mailing addresses through their Choice Bank Axis Card account at any time. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the sid...
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How to configure the company's expense policy
Admin users can set and enforce specific expense policies that align with their business practices. 1. Log on to https://app.businesscards.bankwithchoice.com.2. On the side menu, click on your comp...
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How to Export the list of all cards in the account
Admins can export a CSV file of the list of current cards in the account. 1. Log on to https://app.businesscards.bankwithchoice.com.2. From the Dashboard, click Cards on the left menu. 3. Then, fro...
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How to view card status and card limit [admin]
Admin users have the ability to view the card status and card limit of the physical or virtual cards at any time. 1. Log on to https://app.businesscards.bankwithchoice.com.2. From the Dashboard, cl...