Vanessa
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Recent activity by Vanessa-
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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...