Vanessa

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...

The Investar Commercial Card expense management platform offers a real-time, bi-directional integration with QuickBooks Online. You can pull in data such as your chart of accounts, locations, custo...

Users may add their bank account for reimbursement by following the steps below: 1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your company name, then choose Person...

Admin users can configure the Rate Mileage settings on their web app by following these steps. 1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your company name, then...

To integrate your Netsuite account with your Investar Bank Commercial Card account, you need to complete the steps below from your NetSuite account and Investar Bank Commercial Card account: In you...

Admin users can edit the department of any user. Here's how you can do it in just a few easy steps: 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Users page on the side menu. ...

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.cmlcard.investarbank.co...

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...

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...

To close your Investar Bank Commercial 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...