Louise
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Articles
Recent activity by Louise-
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...
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Create Funding Request [Admin]
From your dashboard select reimbursements from the menu.Click "Funding".Select one or multiple reimbursements you wish to process.Note: If users do not have a personal bank account added, approved ...
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How to update the transaction approval settings
Transaction settings help organizations control and manage financial activities by defining approval rules. Admin users can update these settings to align with company policies and workflows. This ...
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Adjusting the transaction Category [user]
Users can adjust a transaction's category or add users by opening the Transactions menu. Log in to https://app.businesscards.bankwithchoice.com Click the Transactions tab on the left-hand side o...
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How to add a memo and missing receipts to a transaction [user]
Users can filter the transactions with missing receipts and upload them directly from their dashboard. Log in to https://app.businesscards.bankwithchoice.com Navigate to the Transactions page in ...
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How do I update my Choice Bank Axis account password? [user]
Admin users can update their password online through their Choice Bank Axis account. Log on to https://app.businesscards.bankwithchoice.com On the side menu, click on your company name, then choose...
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How do I update my Choice Bank Axis account profile? [user]
Users can update their phone number, date of birth, and billing address through their Choice Bank Axis Card account at any time. Log in to https://app.businesscards.bankwithchoice.com. On the side...
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How to delegate account access [user]
Users can delegate access to their Choice Bank Axis Card account to other users. Log in to https://app.businesscards.bankwithchoice.com On the side menu, click on your company name, then choose P...
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How to check a user's role and account access [user]
Upon logging in, users can easily view their role and the associated company next to their name on the dashboard.Here's more info on each user role: AdminAdmins have full control over the system, ...
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My Transactions Overview [user]
Users can easily view the most recent transactions in the My Transactions area of the Dashboard.Click the transaction to open the Transactions page.