Vanessa

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...

Admins and Users can download the Investar Bank Commercial Card app directly from the Google Play Store and the Apple App Store.

If you notice transactions with a particular merchant are being repeatedly denied, we can add the merchant to an "allowlist." This will only help transactions go through under the following conditi...

Users have the ability to review and submit transactions at any time. Here are the steps to follow: 1. Log on to https://app.cmlcard.investarbank.com2. On your Dashboard, click any tasks under Task...