Louise
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Activity overview
Latest activity by Louise-
Louise created an article,
How to freeze or unfreeze an existing physical or virtual card [user]
Users can change the status of their physical or virtual cards. Here are the steps to follow:Log in to https://app.businesscards.bankwithchoice.com Navigate to the Cards page on the side menu.Under...
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Louise created an article,
How to Export the list of all users in the account
Admins can export a CSV file of the account's current users.Log in to https://app.businesscards.bankwithchoice.com From the Dashboard, click Users on the left menu.On the Users page, click the Expo...
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Louise created an article,
How to send a virtual card to a user
Admin users can send virtual cards to users. This can be done on the Choice Bank Axis Card dashboard. Log in to https://app.businesscards.bankwithchoice.com Navigate to the Users page on the left-...
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Louise created an article,
How to send a physical card to a user
Admin users can send physical cards to users. This can be done in Choice Bank Axis Card dashboard.Log in to https://app.businesscards.bankwithchoice.com Navigate to the Users page on the left-hand...
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Louise created an article,
How to dispute a transaction [user]
Users can dispute a transaction on their Choice Bank Axis Card. Log in to https://app.businesscards.bankwithchoice.com Navigate to the Transactions page on the side menu. We have tabs for All,...
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Louise created an article,
How to Modify and Configure Alert Preferences
Users may modify and configure alert preferences within the dashboard to ensure notifications are tailored to their need by following the steps below: Part 1: Configure Company Alert Settings (Admi...
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Louise created an article,
Associating Users Guide
This guide provides a step-by-step walkthrough for associating multiple user accounts into one. This feature allows you to seamlessly toggle between accounts without needing to log in and out repea...
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Louise created an article,
Associating Users Guide
This guide provides a step-by-step walkthrough for associating multiple user accounts into one. This feature allows you to seamlessly toggle between accounts without needing to log in and out repea...
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Louise created an article,
Create and Reimbursements for Mileage and Gas
From your dashboard, navigate to company settings.Click "Rate Mileage"Click this filed to adjust your current rate per mile.Click "Save Changes"Go to "Reimbursements"Click "Create Reimbursements"Cl...
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Louise created an article,
Create and Submit Reimbursements, Add Bank Account
First to ensure you receive your reimbursement, we must add a bank account. Start by clicking "Personal Settings"Click "Bank Account"Click "Add New"Enter accurate banking information, including the...