Vanessa
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Recent activity by Vanessa-
How to freeze an existing physical card using the Investar Bank Commercial Card mobile app [admin]
Losing or misplacing your physical card can be stressful, but our Investar Bank Commercial Card mobile app provides a simple and secure way to freeze or replace your card.To Freeze a card:1. Open t...
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Completing your Investar Bank Commercial Card account setup on mobile
1. Open the Investar Bank Commercial Card mobile app and sign in using your registered email and password.2. To sign in, Verify the security code first sent to your email and click Submit.3. First-...
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How to delete a department
Admin users have the ability to delete a department from their Investar Bank Commercial Card account online. Note: All users must be removed or reassigned from the department before the department ...
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How to edit the existing department's name and limit
Admin users have the option to make changes to a department's name and monthly spending limit. 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Departments page on the side menu....
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How to add a new department
Admin users have the option to add multiple departments on file. Each Investar Bank Commercial Card account requires at least one department on file at all times. 1. Log on to https://app.cmlcard.i...
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How to Terminate a Virtual or Physical Card
Users can terminate their card anytime by following the steps below: Log in to your account via https://app.cmlcard.investarbank.com and click Cards from the left-side menu of the Dashboard. Selec...
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Lifetime Cashback Overview
Admins can view the Lifetime Cashback from the Dashboard. The amount shown in this area is just a representation of the total accumulated cashback in the account. You cannot use this amount as cash...
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Payments Overview
Admins can quickly view payments directly from the dashboard, which shows the Total Balance, Payment in Process, Available Credit, Next Payment, and Previous Payment. You can also go to the payment...
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Tasks Overview [admin]
Admins can quickly view tasks that require attention in the Task Manager area of the dashboard. Clicking a Task Manager directs you to the pending tasks page, where you can Submit Transactions for ...
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How do I update the company's billing and mailing addresses?
Admin users can update their company's billing and mailing addresses through their Investar Bank Commercial Card account at any time. 1. Log on to https://app.cmlcard.investarbank.com2. On the side...