Dashboard Management
Company Settings Management
Personal Settings Management
Department Management
Statements Management
User Management
- How to edit user information (Date of Birth, Phone Number, Reporting Manager)
- How to check a user's role and account access [admin]
- How to Export the list of all users in the account [admin]
- How to send a virtual card to a user
- How to send a physical card to a user
- Managing Investar Bank Commercial Card user roles
Card Management
- How to request a new virtual card [admin]
- How to Export the list of all cards in the account
- How to view card status and card limit [admin]
- What is the difference between a company's Credit Limit, Department Limit, User Limit, and Card Limit? [admin]
- What should I do if my Investar Bank Commercial Card is lost, misplaced, stolen, or compromised?
- How to locate a card's billing address and zip code [admin]
Transactions Management
- How to update the transaction approval settings
- How to review and submit a transaction in the Investar Bank Commercial Card web app
- How can I check the status of a transaction?
- Adjusting the transaction Category [admin]
- How to add a bank account for ACH payments
- Why was my card transaction declined? [admin]
Reimbursement Management
Mobile App for Admins
Troubleshooting & FAQ
- Can I link my other business or subsidiary with my approved Investar Bank Commercial Card account?
- How can I request a higher credit limit for my company?
- How do I close my Investar Bank Commercial Card account?
- How to download the Investar Bank Commercial Card mobile app
- How do I allow transactions from a merchant?