Vanessa

Admin users can easily view their transactions in the Investar Bank Commercial Card dashboard, providing a clear overview of the status of all transactions. 1. Log on to https://app.cmlcard.investa...

Admins can adjust a transaction's category by opening the Transactions menu. 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Transactions page on the side menu to see all the tr...

Admin users can add their bank account for ACH payments directly from their dashboard. 1. Log on to https://app.cmlcard.investarbank.com2. On the Dashboard, click Make Payment found on the right si...

There could be various reasons for a declined card transaction, and below are some of them:Exceeding your credit limitA suspected fraudulent transactionA hold placed by the merchantUnsupported tran...

The ACH payment information can be updated by the Admin of the Investar Bank Commercial Card account. Here are the steps to update it: 1. Log on to https://app.cmlcard.investarbank.com2. On the Das...

Investar Bank Commercial cardholders have the following payment options: ACH through the payment portal (recommended) Direct Wire (processing fees may apply) Auto-pay (set up via the app) For dire...

Admin users have the option to dispute a transaction on their Investar Bank Commercial Card. 1. Log on to https://app.corpcard.linkbank.com2. Navigate to the Transactions page on the side menu to s...

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....