Vanessa

Admins have the ability to create and export custom transaction reports using the Export button on the Transactions page. 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Transac...

Admin users can filter the transactions with missing receipts and upload them directly from their dashboard. 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Transactions page on...

Admin users can set up automatic payments for each billing cycle.  1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your company name, then choose Company Settings. 3....

1. In the Investar Bank Commercial Card Dashboard, click the Transactions tab in the sidebar.  2. Click either one of the tabs (Pending & Cleared, Declined, and Refunded) to see the transactions. 3...

Admin users have the option to make payments manually for each billing cycle. 1. Log on to https://app.cmlcard.investarbank.com2. On the Dashboard, click Make Payment found on the right side of the...

Admin users have access to the monthly billing statements. 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Statements page found on the side menu. 3. Click the Download button t...

Admin users can update their password online through their Investar Bank Commercial Card account. 1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your company name, t...

Admin users can update their phone number, date of birth and billing address through their Investar Bank Commercial Card account at any time. 1. Log on to https://app.cmlcard.investarbank.com2. On ...

Admin users have the option to delegate access to their Investar Bank Commercial Card account to other users. 1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your com...

Users can update their personal information on file by following these steps:1. Open the Investar Bank Commercial Card mobile app and tap ☰ from the upper left.2. From the side menu, tap your user ...